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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
TTWM
326
TCV Trust & Wealth Management
Virginia
$330K
PIA
327
Perennial Investment Advisors
California
$330K -$23.6K -394 -7%
PP
328
PFS Partners
New Jersey
$328K +$300 +5 +0.1%
T
329
Tidemark
California
$325K -$3.35K -56 -1%
BFW
330
Brady Family Wealth
Missouri
$317K
NFG
331
Nations Financial Group
Iowa
$313K -$68.9K -1,150 -18%
ACA
332
Ascension Capital Advisors
Texas
$311K
RWMG
333
Redwood Wealth Management Group
New Jersey
$310K -$11.4K -190 -4%
WEG
334
World Equity Group
Illinois
$299K +$19.9K +332 +7%
PPWM
335
Paragon Private Wealth Management
Kentucky
$297K -$152K -2,539 -34%
CL
336
Choreo LLC
Illinois
$296K
BWP
337
Balboa Wealth Partners
Arizona
$291K +$64.9K +1,083 +29%
CFD
338
Creative Financial Designs
Indiana
$291K -$7.79K -130 -3%
PA
339
PFG Advisors
Arizona
$290K +$8.15K +136 +3%
IA
340
Inspire Advisors
Idaho
$284K -$153K -2,562 -35%
OBWG
341
Onyx Bridge Wealth Group
New York
$282K +$71K +1,185 +34%
SEP
342
Southland Equity Partners
Missouri
$273K +$17.7K +295 +7%
SSWM
343
Strait & Sound Wealth Management
California
$270K -$74.5K -1,244 -22%
IA
344
Integrity Alliance
Iowa
$268K -$216K -3,607 -45%
TA
345
TFG Advisers
Michigan
$266K +$10.1K +168 +4%
US Bancorp
346
US Bancorp
Minnesota
$263K +$246K +4,100 +1,399%
GWM
347
GK Wealth Management
Nevada
$261K -$3.35K -56 -1%
BCM
348
Brookstone Capital Management
Illinois
$261K -$49.4K -825 -16%
DSCM
349
Del-Sette Capital Management
New York
$260K -$28.3K -472 -10%
Neuberger Berman Group
350
Neuberger Berman Group
New York
$257K

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.