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First Trust Enhanced Short Maturity ETF

428 hedge funds and large institutions have $4.92B invested in First Trust Enhanced Short Maturity ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 160 increasing their positions, 190 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 3638 (+2)

5% more capital invested

Capital invested by funds: $4.68B → $4.92B (+$235M)

10% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 31

0.21% less ownership

Funds ownership: 77.46%77.25% (-0.21%)

2% less funds holding

Funds holding: 436428 (-8)

16% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 190

Holders
428
Holders Change
-8
Holders Change %
-1.83%
% of All Funds
5.74%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.51%
New
34
Increased
160
Reduced
190
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFG
251
First Financial Group
North Carolina
$892K -$27.1K -452 -3%
BCI
252
Brinker Capital Investments
Pennsylvania
$888K +$131K +2,190 +17%
OPS
253
Orion Portfolio Solutions
Nebraska
$888K +$131K +2,190 +17%
RWM
254
Refined Wealth Management
Utah
$886K
Creative Planning
255
Creative Planning
Kansas
$873K +$180K +3,005 +26%
IWN
256
Independent Wealth Network
Iowa
$869K -$151K -2,515 -15%
AWM
257
AE Wealth Management
Kansas
$860K -$3.95K -66 -0.5%
RIS
258
Richmond Investment Services
Wisconsin
$856K -$608K -10,143 -41%
BF
259
BOK Financial
Oklahoma
$840K +$841K +14,036 New
MSFS
260
Main Street Financial Solutions
Pennsylvania
$805K -$124K -2,072 -13%
CAG
261
Centerpoint Advisory Group
Kansas
$761K -$19K -317 -2%
SCA
262
Sage Capital Advisors
South Dakota
$748K -$74.3K -1,241 -9%
CA
263
Crumly & Associates
Illinois
$745K
MAS
264
Madden Advisory Services
Florida
$737K +$1.86K +31 +0.3%
HFP
265
Holistic Financial Partners
Indiana
$731K -$141K -2,347 -16%
CA
266
Continuum Advisory
Idaho
$727K +$43.1K +719 +6%
GWA
267
GGM Wealth Advisors
Maryland
$725K +$287K +4,784 +66%
GS
268
GWN Securities
Florida
$711K +$712K +11,882 New
OIA
269
OneDigital Investment Advisors
Kansas
$704K -$20.1K -336 -3%
LA
270
Latitude Advisors
Florida
$694K -$325K -5,421 -32%
SFS
271
Sowell Financial Services
Arkansas
$690K -$46.7K -779 -6%
CICC
272
Capital Investment Counsel (Colorado)
Colorado
$676K -$88.3K -1,475 -12%
WWMSC
273
Wagner Wealth Management (South Carolina)
South Carolina
$668K +$64.7K +1,081 +11%
OCM
274
Objective Capital Management
Ohio
$640K +$1.62K +27 +0.3%
IWA
275
Inspirion Wealth Advisors
Illinois
$634K -$260K -4,334 -29%

FTSM Hedge Fund Activity: Q1 2025 in Review

428 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q1 2025, worth a combined $4.92B — up 5% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FTSM positions and 31 closed out — a net gain of 3 holders — while 160 added to existing stakes and 190 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70M. The largest seller was UBS Group, cutting an estimated $30.2M.

  • 428 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q1 2025, down from 436 in Q4 2024.
  • Funds reported $4.92B of First Trust Enhanced Short Maturity ETF stock for Q1 2025, up 5% quarter-over-quarter.
  • 34 funds opened new First Trust Enhanced Short Maturity ETF positions in Q1 2025 and 31 closed out, a net change of +3 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q1 2025 was Morgan Stanley, an estimated $70M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q1 2025 was UBS Group, an estimated $30.2M sold.

Based on aggregated 13F filings for Q1 2025.