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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

412 hedge funds and large institutions have $4.75B invested in First Trust Enhanced Short Maturity ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 153 increasing their positions, 184 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
-10
Holders Change %
-2.37%
% of All Funds
5.53%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.43%
New
32
Increased
153
Reduced
184
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
Paragon Advisors
Texas
$63.8M
2
CAG
Csenge Advisory Group
Florida
$93.7M
3
P
&Partners
Tennessee
$20M
4
First Trust Advisors
First Trust Advisors
Illinois
$86.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$172M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$0
2
Raymond James Financial
Raymond James Financial
Florida
$155M
3
BI
Bramshill Investments
Florida
$82.6M
4
GWM
GDS Wealth Management
Texas
$16.6M
5
HAFG
Hansen & Associates Financial Group
California
$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
CICC
276
Capital Investment Counsel (Colorado)
Colorado
$593K -$83.3K -1,392 -12%
PGF
277
Plan Group Financial
Oklahoma
$593K – – –
LWMI
278
Legacy Wealth Management (Idaho)
Idaho
$585K +$264K +4,414 +82%
LIS
279
Legacy Investment Solutions
Idaho
$585K +$585K +9,779 New
CA
280
CoreCap Advisors
Michigan
$583K -$3.05K -51 -0.5%
MWM
281
Meridian Wealth Management
Kentucky
$578K -$7.78K -130 -1%
FRA
282
Front Row Advisors
California
$547K +$246K +4,100 +82%
CCA
283
Cottonwood Capital Advisors
Utah
$537K -$21.4K -357 -4%
BIG
284
Brookwood Investment Group
Arizona
$529K -$636K -10,630 -55%
NWM
285
Nova Wealth Management
Florida
$525K -$30.5K -510 -5%
DAS
286
Dynamic Advisor Solutions
Arizona
$523K -$38.2K -638 -7%
AWM
287
Aries Wealth Management
Maine
$509K – – –
ASN
288
Advisory Services Network
Georgia
$502K -$419K -6,998 -45%
IWN
289
Independent Wealth Network
Iowa
$501K -$368K -6,151 -42%
RG
290
Rathbones Group
United Kingdom
$493K -$1.5K -25 -0.3%
Bank of Montreal
291
Bank of Montreal
Ontario, Canada
$491K +$256K +4,279 +109%
MFS
292
Mattson Financial Services
Michigan
$487K -$3.41K -57 -0.7%
PCM
293
Prelude Capital Management
New York
$481K -$41.6K -695 -8%
WCG
294
Weaver Consulting Group
California
$481K – – –
RC
295
Rahlfs Capital
Texas
$475K +$171K +2,850 +56%
TA
296
TrueWealth Advisors
Alabama
$468K -$159K -2,648 -25%
HFP
297
Holistic Financial Partners
Indiana
$456K -$275K -4,601 -38%
PAS
298
Park Avenue Securities
New York
$446K +$2.81K +47 +0.6%
AFA
299
American Financial Advisors
Georgia
$438K +$4.07K +68 +0.9%
LPAM
300
Lodestar Private Asset Management
California
$434K -$109K -1,823 -20%
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