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First Trust Enhanced Short Maturity ETF

399 hedge funds and large institutions have $4.64B invested in First Trust Enhanced Short Maturity ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 146 increasing their positions, 184 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% less ownership

Funds ownership: 75.76%75.22% (-0.53%)

3% less capital invested

Capital invested by funds: $4.8B → $4.64B (-$159M)

4% less funds holding

Funds holding: 417399 (-18)

21% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 184

23% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 43

24% less funds holding in top 10

Funds holding in top 10: 3325 (-8)

Holders
399
Holders Change
-18
Holders Change %
-4.32%
% of All Funds
5.24%
Holding in Top 10
25
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-24.24%
% of All Funds
0.33%
New
33
Increased
146
Reduced
184
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
251
Envestnet Portfolio Solutions
Illinois
$731K -$699K -11,655 -49%
VA
252
Valmark Advisers
Ohio
$724K -$170K -2,834 -19%
CSP
253
Cary Street Partners
Virginia
$717K -$908K -15,131 -56%
MAS
254
Madden Advisory Services
Florida
$707K +$19.9K +332 +3%
MSFS
255
Main Street Financial Solutions
Pennsylvania
$692K -$35.3K -589 -5%
FRA
256
Front Row Advisors
California
$691K +$144K +2,400 +26%
MWM
257
Meridian Wealth Management
Kentucky
$691K +$113K +1,877 +19%
WWMSC
258
Wagner Wealth Management (South Carolina)
South Carolina
$682K +$7.38K +123 +1%
PWP
259
Prasad Wealth Partners
Ohio
$680K +$681K +11,355 New
WA
260
Waverly Advisors
Alabama
$656K -$91.5K -1,525 -12%
LA
261
Latitude Advisors
Florida
$654K -$22.3K -372 -3%
MFS
262
Mattson Financial Services
Michigan
$651K +$163K +2,722 +33%
OCM
263
Objective Capital Management
Ohio
$646K +$2.58K +43 +0.4%
CF
264
Centaurus Financial
California
$645K +$8.58K +143 +1%
SWM
265
SeaCrest Wealth Management
New York
$637K -$404K -6,734 -39%
UCFA
266
United Capital Financial Advisors
Texas
$637K -$234K -3,895 -27%
Thrivent Financial for Lutherans
267
Thrivent Financial for Lutherans
Minnesota
$637K +$638K +10,628 New
OIA
268
OneDigital Investment Advisors
Kansas
$632K -$73.2K -1,221 -10%
SFS
269
Sowell Financial Services
Arkansas
$631K -$27.5K -458 -4%
SAW
270
Signal Advisors Wealth
Michigan
$620K +$203K +3,389 +49%
AIC
271
Archer Investment Corporation
Indiana
$599K +$4.2K +70 +0.7%
PGF
272
Plan Group Financial
Oklahoma
$593K
Cerity Partners
273
Cerity Partners
New York
$566K -$9.64M -160,634 -94%
CICC
274
Capital Investment Counsel (Colorado)
Colorado
$560K -$33.4K -556 -6%
SWM
275
Schwallier Wealth Management
Michigan
$539K -$7.04M -117,313 -93%

FTSM Hedge Fund Activity: Q3 2025 in Review

399 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q3 2025, worth a combined $4.64B — down 3.3% from $4.8B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of FTSM and 33 opened new positions — a net loss of 10 holders — while 184 trimmed existing stakes and 146 added.

The largest buyer was Wells Fargo, adding an estimated $30.5M. The largest seller was Bramshill Investments, exiting entirely with an estimated $82.6M sold.

  • 399 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q3 2025, down from 417 in Q2 2025.
  • Funds reported $4.64B of First Trust Enhanced Short Maturity ETF stock for Q3 2025, down 3.3% quarter-over-quarter.
  • 33 funds opened new First Trust Enhanced Short Maturity ETF positions in Q3 2025 and 43 closed out, a net change of -10 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q3 2025 was Wells Fargo, an estimated $30.5M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q3 2025 was Bramshill Investments, an estimated $82.6M sold.

Based on aggregated 13F filings for Q3 2025.