We are live on ! Find out more
FTSM icon

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
CF
276
Centaurus Financial
California
$636K +$32.4K +541 +5%
PAS
277
PKS Advisory Services
New York
$621K +$336K +5,613 +118%
CAM
278
Creekmur Asset Management
Illinois
$617K -$9.67M -161,477 -94%
OMC
279
Old Mission Capital
Illinois
$610K +$169K +2,829 +38%
AIC
280
Archer Investment Corporation
Indiana
$595K -$1.26K -21 -0.2%
CICC
281
Capital Investment Counsel (Colorado)
Colorado
$593K -$83.4K -1,392 -12%
PGF
282
Plan Group Financial
Oklahoma
$593K
LWMI
283
Legacy Wealth Management (Idaho)
Idaho
$585K +$264K +4,414 +82%
LIS
284
Legacy Investment Solutions
Idaho
$585K +$586K +9,779 New
CA
285
CoreCap Advisors
Michigan
$583K -$3.06K -51 -0.5%
MWM
286
Meridian Wealth Management
Kentucky
$578K -$7.79K -130 -1%
FRA
287
Front Row Advisors
California
$547K +$246K +4,100 +82%
CCA
288
Cottonwood Capital Advisors
Utah
$537K -$21.4K -357 -4%
BIG
289
Brookwood Investment Group
Arizona
$529K -$637K -10,630 -55%
NWM
290
Nova Wealth Management
Florida
$525K -$30.6K -510 -5%
DAS
291
Dynamic Advisor Solutions
Arizona
$523K -$38.2K -638 -7%
AWM
292
Aries Wealth Management
Maine
$509K
ASN
293
Advisory Services Network
Georgia
$502K -$419K -6,998 -45%
IWN
294
Independent Wealth Network
Iowa
$501K -$368K -6,151 -42%
RG
295
Rathbones Group
United Kingdom
$493K -$1.5K -25 -0.3%
Bank of Montreal
296
Bank of Montreal
Ontario, Canada
$491K +$256K +4,279 +109%
MFS
297
Mattson Financial Services
Michigan
$487K -$3.41K -57 -0.7%
PCM
298
Prelude Capital Management
New York
$481K -$41.6K -695 -8%
WCG
299
Weaver Consulting Group
California
$481K
RC
300
Rahlfs Capital
Texas
$475K +$171K +2,850 +56%

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.