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First Trust Enhanced Short Maturity ETF

417 hedge funds and large institutions have $4.8B invested in First Trust Enhanced Short Maturity ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 156 increasing their positions, 188 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $4.92B → $4.8B (-$116M)

1.49% less ownership

Funds ownership: 77.25%75.76% (-1.5%)

3% less funds holding

Funds holding: 428417 (-11)

13% less funds holding in top 10

Funds holding in top 10: 3833 (-5)

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

17% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 188

Holders
417
Holders Change
-11
Holders Change %
-2.57%
% of All Funds
5.49%
Holding in Top 10
33
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.16%
% of All Funds
0.43%
New
31
Increased
156
Reduced
188
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMA
251
Wealth Management Associates
New Jersey
$900K -$11.4K -191 -1%
VA
252
Valmark Advisers
Ohio
$893K -$59.1K -986 -6%
RWM
253
Refined Wealth Management
Utah
$887K
CA
254
Continuum Advisory
Idaho
$886K +$159K +2,650 +22%
SF
255
Symphony Financial
Texas
$883K +$884K +14,752 New
UCFA
256
United Capital Financial Advisors
Texas
$870K -$283K -4,731 -25%
CCM
257
Chiron Capital Management
Florida
$868K -$234K -3,900 -21%
Creative Planning
258
Creative Planning
Kansas
$867K -$6.17K -103 -0.7%
RIS
259
Richmond Investment Services
Wisconsin
$859K +$3.06K +51 +0.4%
GAA
260
Global Assets Advisory
Florida
$805K -$1.49M -24,850 -65%
OC
261
Opinicus Capital
Florida
$784K +$497K +8,305 +173%
CAG
262
Centerpoint Advisory Group
Kansas
$778K +$16.2K +270 +2%
SCA
263
Sage Capital Advisors
South Dakota
$754K +$6.11K +102 +0.8%
WA
264
Waverly Advisors
Alabama
$747K -$638K -10,656 -46%
MSFS
265
Main Street Financial Solutions
Pennsylvania
$727K -$78.5K -1,311 -10%
QC
266
Quadrature Capital
United Kingdom
$721K +$721K +12,041 New
WIC
267
Woodmont Investment Counsel
Tennessee
$707K +$73.7K +1,231 +12%
OIA
268
OneDigital Investment Advisors
Kansas
$705K
MAS
269
Madden Advisory Services
Florida
$687K -$49.8K -832 -7%
GWM
270
Gibbs Wealth Management
Georgia
$680K +$434K +7,243 +176%
LA
271
Latitude Advisors
Florida
$675K -$18.9K -315 -3%
WWMSC
272
Wagner Wealth Management (South Carolina)
South Carolina
$675K +$6.23K +104 +0.9%
SFS
273
Sowell Financial Services
Arkansas
$658K -$32.3K -539 -5%
GS
274
GTS Securities
New York
$652K +$653K +10,896 New
OCM
275
Objective Capital Management
Ohio
$643K +$2.58K +43 +0.4%

FTSM Hedge Fund Activity: Q2 2025 in Review

417 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q2 2025, worth a combined $4.8B — down 2.4% from $4.92B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of FTSM and 31 opened new positions — a net loss of 6 holders — while 188 trimmed existing stakes and 156 added.

The largest buyer was Paragon Advisors, opening a new position worth an estimated $63.8M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $90.9M sold.

  • 417 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q2 2025, down from 428 in Q1 2025.
  • Funds reported $4.8B of First Trust Enhanced Short Maturity ETF stock for Q2 2025, down 2.4% quarter-over-quarter.
  • 31 funds opened new First Trust Enhanced Short Maturity ETF positions in Q2 2025 and 37 closed out, a net change of -6 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q2 2025 was Paragon Advisors, an estimated $63.8M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q2 2025 was Renaissance Technologies, an estimated $90.9M sold.

Based on aggregated 13F filings for Q2 2025.