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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
WIC
276
Woodmont Investment Counsel
Tennessee
$633K +$104K +1,731 +20%
TA
277
TrueWealth Advisors
Alabama
$626K -$160K -2,675 -20%
UCMOK
278
United Capital Management of KS
Kansas
$608K +$76.1K +1,270 +14%
CF
279
Centaurus Financial
California
$604K +$105K +1,750 +21%
AIC
280
Archer Investment Corporation
Indiana
$596K -$75.4K -1,259 -11%
PGF
281
Plan Group Financial
Oklahoma
$593K -$3K -50 -0.5%
CA
282
CoreCap Advisors
Michigan
$586K +$477K +7,966 +436%
MWM
283
Meridian Wealth Management
Kentucky
$585K -$378K -6,315 -39%
DAS
284
Dynamic Advisor Solutions
Arizona
$561K +$6.53K +109 +1%
CCA
285
Cottonwood Capital Advisors
Utah
$559K -$1.92K -32 -0.3%
NWM
286
Nova Wealth Management
Florida
$556K +$249K +4,152 +81%
LPAM
287
Lodestar Private Asset Management
California
$543K +$68.9K +1,150 +15%
PCM
288
Prelude Capital Management
New York
$523K +$523K +8,735 New
AWM
289
Aries Wealth Management
Maine
$509K
RG
290
Rathbones Group
United Kingdom
$494K +$5.99K +100 +1%
MWA
291
Merkkuri Wealth Advisors
New York
$492K -$28.8K -481 -6%
MFS
292
Mattson Financial Services
Michigan
$490K -$192K -3,201 -28%
IA
293
Integrity Alliance
Iowa
$483K +$484K +8,079 New
WCG
294
Weaver Consulting Group
California
$481K
PPWM
295
Paragon Private Wealth Management
Kentucky
$449K -$278K -4,639 -38%
TSS
296
Two Sigma Securities
New York
$448K +$448K +7,484 New
PAS
297
Park Avenue Securities
New York
$443K -$83.9K -1,400 -16%
OMC
298
Old Mission Capital
Illinois
$440K -$560K -9,342 -56%
IA
299
Inspire Advisors
Idaho
$438K -$28.4K -474 -6%
TWP
300
Triad Wealth Partners
Kansas
$436K +$437K +7,289 New

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.