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First Trust Enhanced Short Maturity ETF

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: 417399 (-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: 3325 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
301
Level Four Advisory Services
Texas
$402K -$14.6K -243 -3%
LDB
302
Lee, Danner & Bass
Tennessee
$392K -$15K -250 -4%
ASN
303
Advisory Services Network
Georgia
$389K -$114K -1,903 -23%
GWM
304
Gibbs Wealth Management
Georgia
$374K -$307K -5,117 -45%
HFP
305
Holistic Financial Partners
Indiana
$371K -$85.5K -1,426 -19%
KWM
306
Keebeck Wealth Management
Illinois
$370K -$46.8K -780 -11%
TWM
307
TCFG Wealth Management
California
$366K
SLWA
308
San Luis Wealth Advisors
California
$366K +$960 +16 +0.3%
CAPTRUST Financial Advisors
309
CAPTRUST Financial Advisors
North Carolina
$358K -$554K -9,242 -61%
IA
310
Integrity Alliance
Iowa
$357K +$89.1K +1,486 +33%
AFA
311
American Financial Advisors
Georgia
$347K -$91.8K -1,531 -21%
IWN
312
Independent Wealth Network
Iowa
$342K -$159K -2,655 -32%
PP
313
PFS Partners
New Jersey
$329K +$300 +5 +0.1%
T
314
Tidemark
California
$326K +$600 +10 +0.2%
PIA
315
Perennial Investment Advisors
California
$323K -$7.14K -119 -2%
BFW
316
Brady Family Wealth
Missouri
$317K
HH
317
Hilltop Holdings
Texas
$304K -$64.4K -1,074 -17%
MWA
318
Merkkuri Wealth Advisors
New York
$299K -$136K -2,259 -31%
WEG
319
World Equity Group
Illinois
$296K -$2.82K -47 -0.9%
CL
320
Choreo LLC
Illinois
$296K
PA
321
PFG Advisors
Arizona
$293K +$2.94K +49 +1%
MC
322
Moors & Cabot
Massachusetts
$292K +$293K +4,879 New
CFD
323
Creative Financial Designs
Indiana
$289K -$2.52K -42 -0.9%
CCIA
324
Cherry Creek Investment Advisors
Colorado
$287K -$67.8K -1,130 -19%
PCA
325
PMV Capital Advisers
Texas
$285K -$113K -1,883 -28%

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.