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First Trust Enhanced Short Maturity ETF
FTSM

401 hedge funds and large institutions have $4.76B invested in First Trust Enhanced Short Maturity ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 156 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 33

32% more funds holding in top 10

Funds holding in top 10: 25 → 33 (+8)

1.04% more ownership

Funds ownership: 75.22% → 76.27% (+1%)

4% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 156

3% more capital invested

Capital invested by funds: $4.64B → $4.76B (+$122M)

1% more funds holding

Funds holding: 399 → 401 (+2)

Holders
401
Holders Change
+2
Holders Change %
+0.5%
% of All Funds
4.88%
Holding in Top 10
33
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+32%
% of All Funds
0.4%
New
44
Increased
163
Reduced
156
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$52.6M
2
GWM
GDS Wealth Management
Texas
+$26.4M
3
KWM
Kaydan Wealth Management
Michigan
+$21.6M
4
TWP
Triad Wealth Partners
Kansas
+$15.3M
5
FAM
Flaharty Asset Management
Florida
+$14.8M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$50.3M
2
HAFG
Hansen & Associates Financial Group
California
-$44.7M
3
Morgan Stanley
Morgan Stanley
New York
-$37.4M
4
LPL Financial
LPL Financial
California
-$28.5M
5
UBS Group
UBS Group
Switzerland
-$18.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
LDB
301
Lee, Danner & Bass
Tennessee
$393K – – –
CAPTRUST Financial Advisors
302
CAPTRUST Financial Advisors
North Carolina
$386K +$27.5K +458 +8%
TWM
303
Troutman Wealth Management
Pennsylvania
$384K +$385K +6,410 New
KWM
304
Keebeck Wealth Management
Illinois
$369K – – –
SLWA
305
San Luis Wealth Advisors
California
$367K +$1.26K +21 +0.3%
TWM
306
TCFG Wealth Management
California
$366K – – –
BA
307
Blueline Advisors
New Hampshire
$357K +$358K +5,962 New
NFG
308
Nations Financial Group
Iowa
$356K -$53.6K -893 -13%
CCIA
309
Cherry Creek Investment Advisors
Colorado
$341K +$53.7K +895 +19%
BIG
310
Brookwood Investment Group
Arizona
$338K +$81K +1,350 +31%
LPAM
311
Lodestar Private Asset Management
California
$332K -$83.3K -1,388 -20%
PP
312
PFS Partners
New Jersey
$329K +$420 +7 +0.1%
T
313
Tidemark
California
$327K +$720 +12 +0.2%
RIS
314
Richmond Investment Services
Wisconsin
$322K -$143K -2,387 -31%
AWA
315
A4 Wealth Advisors
North Carolina
$316K -$195K -3,244 -38%
ASN
316
Advisory Services Network
Georgia
$307K -$82.4K -1,373 -21%
MWA
317
Merkkuri Wealth Advisors
New York
$303K +$4.2K +70 +1%
BFW
318
Brady Family Wealth
Missouri
$301K -$16.1K -269 -5%
PCA
319
PMV Capital Advisers
Texas
$297K +$12K +200 +4%
HH
320
Hilltop Holdings
Texas
$296K -$8.58K -143 -3%
GWM
321
Gibbs Wealth Management
Georgia
$292K -$82K -1,366 -22%
CWA
322
Crux Wealth Advisors
California
$292K +$292K +4,873 New
IWN
323
Independent Wealth Network
Iowa
$283K -$59.2K -987 -17%
ACA
324
Ascension Capital Advisors
Texas
$281K – – –
Bank of Montreal
325
Bank of Montreal
Ontario, Canada
$280K -$228K -3,795 -45%
11 12
13
14 15

FTSM Hedge Fund Activity: Q4 2025 in Review

401 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q4 2025, worth a combined $4.76B — up 2.6% from $4.64B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FTSM positions and 33 closed out — a net gain of 11 holders — while 163 added to existing stakes and 156 trimmed.

The largest buyer was Wells Fargo, adding an estimated $52.6M. The largest seller was First Trust Advisors, cutting an estimated $50.3M.

  • 401 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q4 2025, up from 399 in Q3 2025.
  • Funds reported $4.76B of First Trust Enhanced Short Maturity ETF stock for Q4 2025, up 2.6% quarter-over-quarter.
  • 44 funds opened new First Trust Enhanced Short Maturity ETF positions in Q4 2025 and 33 closed out, a net change of +11 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q4 2025 was Wells Fargo, an estimated $52.6M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q4 2025 was First Trust Advisors, an estimated $50.3M sold.

Based on aggregated 13F filings for Q4 2025.