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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
TA
301
TrueWealth Advisors
Alabama
$468K -$159K -2,648 -25%
HFP
302
Holistic Financial Partners
Indiana
$456K -$276K -4,601 -38%
PAS
303
Park Avenue Securities
New York
$446K +$2.81K +47 +0.6%
AFA
304
American Financial Advisors
Georgia
$438K +$4.07K +68 +0.9%
LPAM
305
Lodestar Private Asset Management
California
$434K -$109K -1,823 -20%
MWA
306
Merkkuri Wealth Advisors
New York
$434K -$58K -968 -12%
TL
307
Tradewinds LLC
North Carolina
$434K +$434K +7,251 New
NB
308
NBT Bank
New York
$434K -$1.98K -33 -0.5%
SAW
309
Signal Advisors Wealth
Michigan
$417K +$35.6K +595 +9%
KWM
310
Keebeck Wealth Management
Illinois
$416K -$15K -250 -3%
LFAS
311
Level Four Advisory Services
Texas
$416K -$6.71K -112 -2%
FLPIM
312
F.L. Putnam Investment Management
Massachusetts
$416K +$416K +6,950 New
LCM
313
Lunt Capital Management
Utah
$411K -$9.35K -156 -2%
LDB
314
Lee, Danner & Bass
Tennessee
$407K
CAC
315
Certified Advisory Corp
Florida
$406K +$1.38K +23 +0.3%
PCA
316
PMV Capital Advisers
Texas
$397K -$16.4K -273 -4%
GRP
317
Global Retirement Partners
California
$392K +$392K +6,552 New
HH
318
Hilltop Holdings
Texas
$368K +$9.52K +159 +3%
TWM
319
TCFG Wealth Management
California
$366K +$26.7K +446 +8%
SLWA
320
San Luis Wealth Advisors
California
$364K +$1.02K +17 +0.3%
HAM
321
Hickory Asset Management
Ohio
$355K +$3.89K +65 +1%
CCIA
322
Cherry Creek Investment Advisors
Colorado
$354K -$29.5K -492 -8%
DC
323
Davenport & Co
Virginia
$352K -$35.8K -597 -9%
MI
324
Motiv8 Investments
Florida
$342K +$342K +5,707 New
AWM
325
AE Wealth Management
Kansas
$341K -$519K -8,667 -60%

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.