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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
CFIM
351
Client First Investment Management
Wisconsin
$255K -$22.5K -376 -8%
CA
352
Cannon Advisors
North Carolina
$254K -$1.92K -32 -0.7%
SCM
353
Sollinda Capital Management
Florida
$251K +$251K +4,195 New
BFA
354
Brendel Financial Advisors
New Hampshire
$251K -$47.3K -789 -16%
WAM
355
Worth Asset Management
Texas
$247K +$248K +4,133 New
T
356
Transce3nd
Texas
$245K
CRC
357
Curi RMB Capital
Illinois
$242K +$241K +4,021 New
SSWM
358
Sheets Smith Wealth Management
North Carolina
$239K -$1.44K -24 -0.6%
IWA
359
Inspirion Wealth Advisors
Illinois
$238K -$397K -6,628 -63%
CI
360
CacheTech Inc
Utah
$237K +$24K +400 +11%
OFO
361
OneAscent Family Office
Alabama
$236K
SS
362
Sunbelt Securities
Texas
$234K +$129K +2,149 +121%
WWWM
363
White Wing Wealth Management
Texas
$233K -$6.29K -105 -3%
CAP
364
Columbia Advisory Partners
Washington
$231K -$55K -918 -19%
VFA
365
Valeo Financial Advisors
Indiana
$231K
TA
366
TFB Advisors
Kansas
$227K -$25.2K -421 -10%
EWM
367
Evolution Wealth Management
Florida
$226K +$226K +3,770 New
FEG
368
Fund Evaluation Group
Ohio
$226K +$226K +3,769 New
CCAL
369
City Center Advisors LLC
Michigan
$225K -$50K -834 -18%
PG
370
Prostatis Group
Maryland
$223K +$223K +3,722 New
TFP
371
Traction Financial Partners
Wyoming
$212K -$25.1K -419 -11%
PMG
372
ProVise Management Group
Florida
$209K -$8.98K -150 -4%
WP
373
WealthShield Partners
North Carolina
$205K
M1FG
374
Mach-1 Financial Group
Arkansas
$201K +$201K +3,349 New
EWA
375
EverSource Wealth Advisors
Alabama
$178K +$178K +2,966 +148,300%

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.