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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
NB
301
NBT Bank
New York
$436K -$24K -400 -5%
AFA
302
American Financial Advisors
Georgia
$434K +$2.58K +43 +0.6%
KWM
303
Keebeck Wealth Management
Illinois
$431K
LFAS
304
Level Four Advisory Services
Texas
$423K -$503K -8,390 -54%
LCM
305
Lunt Capital Management
Utah
$420K -$24.2K -404 -5%
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$419K +$13K +217 +3%
Fisher Asset Management
307
Fisher Asset Management
Washington
$417K +$417K +6,961 New
AOG
308
Alpha Omega Group
Virginia
$416K
PCA
309
PMV Capital Advisers
Texas
$413K -$818K -13,659 -66%
LDB
310
Lee, Danner & Bass
Tennessee
$407K
CAC
311
Certified Advisory Corp
Florida
$405K -$20K -334 -5%
DC
312
Davenport & Co
Virginia
$387K +$3.95K +66 +1%
CCIA
313
Cherry Creek Investment Advisors
Colorado
$384K -$165K -2,749 -30%
NFG
314
Nations Financial Group
Iowa
$381K -$37.4K -625 -9%
SAW
315
Signal Advisors Wealth
Michigan
$381K -$46.7K -779 -11%
AP
316
Atwood & Palmer
Missouri
$380K -$365K -6,100 -49%
OCM
317
Orion Capital Management
California
$374K +$375K +6,254 New
PCIA
318
Prime Capital Investment Advisors
Kansas
$363K -$89.1K -1,487 -20%
SLWA
319
San Luis Wealth Advisors
California
$363K -$64.6K -1,078 -15%
HH
320
Hilltop Holdings
Texas
$359K +$8.56K +143 +2%
PIA
321
Perennial Investment Advisors
California
$353K +$240 +4 +0.1%
HAM
322
Hickory Asset Management
Ohio
$351K -$32.8K -547 -9%
SSWM
323
Strait & Sound Wealth Management
California
$344K -$195K -3,259 -36%
MC
324
Moors & Cabot
Massachusetts
$340K -$45.5K -760 -12%
TWM
325
TCFG Wealth Management
California
$339K

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.