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First Trust Enhanced Short Maturity ETF
FTSM

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: 417 → 399 (-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: 33 → 25 (-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
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$30.5M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$23.8M
3
SFWA
Summit Financial Wealth Advisors
Louisiana
+$20M
4
CAG
Csenge Advisory Group
Florida
+$17.7M
5
LPL Financial
LPL Financial
California
+$17M

Top Sellers

1
BI
Bramshill Investments
Florida
-$82.6M
2
PA
Paragon Advisors
Texas
-$62.8M
3
First Trust Advisors
First Trust Advisors
Illinois
-$24.3M
4
IA
IFP Advisors
Florida
-$23.7M
5
HAFG
Hansen & Associates Financial Group
California
-$18.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
326
Two Sigma Securities
New York
$284K +$285K +4,745 New
AG
327
AmeriFlex Group
Nevada
$282K +$282K +4,699 New
ACA
328
Ascension Capital Advisors
Texas
$281K -$29.9K -499 -10%
IPW
329
Impact Partnership Wealth
Georgia
$278K +$279K +4,644 New
BCM
330
Brookstone Capital Management
Illinois
$276K +$14.6K +244 +6%
GWM
331
GK Wealth Management
Nevada
$261K -$300 -5 -0.1%
SSWM
332
Strait & Sound Wealth Management
California
$258K -$12.5K -208 -5%
BIG
333
Brookwood Investment Group
Arizona
$257K -$273K -4,543 -51%
IG
334
IFS Group
Pennsylvania
$256K +$256K +4,264 New
NWM
335
Nova Wealth Management
Florida
$249K -$277K -4,623 -53%
CRC
336
Curi RMB Capital
Illinois
$243K +$1.5K +25 +0.6%
MI
337
Motiv8 Investments
Florida
$242K -$99.9K -1,666 -29%
BNP Paribas Financial Markets
338
BNP Paribas Financial Markets
France
$241K -$2.38M -39,611 -91%
SSWM
339
Sheets Smith Wealth Management
North Carolina
$240K – – –
CI
340
CacheTech Inc
Utah
$238K – – –
OFO
341
OneAscent Family Office
Alabama
$237K – – –
DSCM
342
Del-Sette Capital Management
New York
$235K -$25K -417 -10%
CCAL
343
City Center Advisors LLC
Michigan
$232K +$6.66K +111 +3%
EWM
344
Evolution Wealth Management
Florida
$231K +$4.92K +82 +2%
VFA
345
Valeo Financial Advisors
Indiana
$231K – – –
BP
346
BBR Partners
New York
$229K +$230K +3,829 New
RWMG
347
Redwood Wealth Management Group
New Jersey
$229K -$80.7K -1,346 -26%
FEG
348
Fund Evaluation Group
Ohio
$227K +$1.08K +18 +0.5%
SEP
349
Southland Equity Partners
Missouri
$226K -$46.9K -782 -17%
PPWM
350
Paragon Private Wealth Management
Kentucky
$218K -$78.9K -1,316 -27%
12 13
14
15 16

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.