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First Trust Enhanced Short Maturity ETF
FTSM

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: 417 → 399 (-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: 33 → 25 (-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
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$30.5M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$23.8M
3
SFWA
Summit Financial Wealth Advisors
Louisiana
+$20M
4
CAG
Csenge Advisory Group
Florida
+$17.7M
5
LPL Financial
LPL Financial
California
+$17M

Top Sellers

1
BI
Bramshill Investments
Florida
-$82.6M
2
PA
Paragon Advisors
Texas
-$62.8M
3
First Trust Advisors
First Trust Advisors
Illinois
-$24.3M
4
IA
IFP Advisors
Florida
-$23.7M
5
HAFG
Hansen & Associates Financial Group
California
-$18.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
276
US Bancorp
Minnesota
$537K +$274K +4,570 +104%
CCA
277
Cottonwood Capital Advisors
Utah
$536K -$1.32K -22 -0.2%
MYIA
278
Mount Yale Investment Advisors
Colorado
$520K +$519K +8,647 New
AWA
279
A4 Wealth Advisors
North Carolina
$510K +$511K +8,511 New
AWM
280
Aries Wealth Management
Maine
$509K – – –
Bank of Montreal
281
Bank of Montreal
Ontario, Canada
$507K +$15.7K +261 +3%
RG
282
Rathbones Group
United Kingdom
$506K +$12K +200 +2%
DAS
283
Dynamic Advisor Solutions
Arizona
$497K -$27K -450 -5%
WCG
284
Weaver Consulting Group
California
$481K – – –
AO
285
Advisor OS
Illinois
$476K -$1.7M -28,337 -78%
RC
286
Rahlfs Capital
Texas
$475K – – –
RIS
287
Richmond Investment Services
Wisconsin
$465K -$396K -6,598 -46%
TA
288
TrueWealth Advisors
Alabama
$457K -$11.3K -188 -2%
CAM
289
Creekmur Asset Management
Illinois
$440K -$178K -2,961 -29%
SA
290
Sovran Advisors
California
$432K -$2.11M -35,178 -83%
NB
291
NBT Bank
New York
$432K -$428K -7,127 -98%
TTWM
292
TCV Trust & Wealth Management
Virginia
$431K +$101K +1,688 +31%
WWWM
293
White Wing Wealth Management
Texas
$420K +$187K +3,113 +80%
IAS
294
IMA Advisory Services
Colorado
$419K +$420K +6,998 New
LPAM
295
Lodestar Private Asset Management
California
$415K -$19.6K -327 -5%
FLPIM
296
F.L. Putnam Investment Management
Massachusetts
$414K -$1.98K -33 -0.5%
NFG
297
Nations Financial Group
Iowa
$409K +$96.8K +1,613 +31%
CAC
298
Certified Advisory Corp
Florida
$408K +$1.38K +23 +0.3%
LCM
299
Lunt Capital Management
Utah
$408K -$3.42K -57 -0.8%
GRP
300
Global Retirement Partners
California
$405K +$12.1K +202 +3%
10 11
12
13 14

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.