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First Trust Enhanced Short Maturity ETF

428 hedge funds and large institutions have $4.92B invested in First Trust Enhanced Short Maturity ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 160 increasing their positions, 190 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 3638 (+2)

5% more capital invested

Capital invested by funds: $4.68B → $4.92B (+$235M)

10% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 31

0.21% less ownership

Funds ownership: 77.46%77.25% (-0.21%)

2% less funds holding

Funds holding: 436428 (-8)

16% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 190

Holders
428
Holders Change
-8
Holders Change %
-1.83%
% of All Funds
5.74%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.51%
New
34
Increased
160
Reduced
190
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFIM
351
Client First Investment Management
Wisconsin
$277K -$14.5K -242 -5%
CCAL
352
City Center Advisors LLC
Michigan
$276K +$64.9K +1,084 +31%
GWM
353
GK Wealth Management
Nevada
$264K -$41K -685 -13%
Neuberger Berman Group
354
Neuberger Berman Group
New York
$257K -$100K -1,675 -28%
CA
355
Cannon Advisors
North Carolina
$256K -$1.22M -20,443 -83%
TA
356
TFG Advisers
Michigan
$256K +$1.14K +19 +0.4%
SEP
357
Southland Equity Partners
Missouri
$255K -$10.8K -181 -4%
TA
358
TFB Advisors
Kansas
$252K +$35.6K +595 +16%
GWM
359
Gibbs Wealth Management
Georgia
$246K +$246K +4,114 New
T
360
Transce3nd
Texas
$245K
SSWM
361
Sheets Smith Wealth Management
North Carolina
$241K
TNB
362
Thomasville National Bank
Georgia
$240K +$240K +4,006 New
WWWM
363
White Wing Wealth Management
Texas
$240K -$20.2K -338 -8%
TFP
364
Traction Financial Partners
Wyoming
$237K -$21.5K -359 -8%
OFO
365
OneAscent Family Office
Alabama
$236K
AG
366
AmeriFlex Group
Nevada
$235K -$220K -3,679 -48%
Bank of Montreal
367
Bank of Montreal
Ontario, Canada
$235K +$76.5K +1,278 +48%
VFA
368
Valeo Financial Advisors
Indiana
$230K
BWP
369
Balboa Wealth Partners
Arizona
$226K -$24.9K -415 -10%
CWM
370
Collaborative Wealth Management
Florida
$218K -$22.8K -380 -9%
PMG
371
ProVise Management Group
Florida
$217K -$43.4K -725 -17%
CI
372
CacheTech Inc
Utah
$213K
OBWG
373
Onyx Bridge Wealth Group
New York
$210K
WP
374
WealthShield Partners
North Carolina
$206K -$81.9K -1,367 -28%
LCWP
375
Legacy Capital Wealth Partners
Arkansas
$200K +$200K +3,344 New

FTSM Hedge Fund Activity: Q1 2025 in Review

428 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q1 2025, worth a combined $4.92B — up 5% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FTSM positions and 31 closed out — a net gain of 3 holders — while 160 added to existing stakes and 190 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70M. The largest seller was UBS Group, cutting an estimated $30.2M.

  • 428 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q1 2025, down from 436 in Q4 2024.
  • Funds reported $4.92B of First Trust Enhanced Short Maturity ETF stock for Q1 2025, up 5% quarter-over-quarter.
  • 34 funds opened new First Trust Enhanced Short Maturity ETF positions in Q1 2025 and 31 closed out, a net change of +3 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q1 2025 was Morgan Stanley, an estimated $70M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q1 2025 was UBS Group, an estimated $30.2M sold.

Based on aggregated 13F filings for Q1 2025.