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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
CFIM
351
Client First Investment Management
Wisconsin
$218K -$37.1K -619 -15%
FGAM
352
Financial Gravity Asset Management
Texas
$215K +$216K +3,597 New
OBWG
353
Onyx Bridge Wealth Group
New York
$211K -$71.1K -1,185 -25%
WP
354
WealthShield Partners
North Carolina
$206K – – –
EWA
355
Encompass Wealth Advisors
Oregon
$200K +$200K +3,340 New
GTAM
356
Global Trust Asset Management
Florida
$147K -$12K -200 -8%
WIM
357
Westside Investment Management
California
$138K – – –
DF
358
Dunhill Financial
United Kingdom
$128K -$4.08K -68 Closed
PWAM
359
Private Wealth Asset Management
Iowa
$120K – – –
RFP
360
Root Financial Partners
California
$113K +$113K +1,881 New
LFG
361
Larson Financial Group
Missouri
$80.4K -$9.06K -151 -10%
DFA
362
DHJJ Financial Advisors
Illinois
$74.8K -$18.6K -310 -20%
GEA
363
Glen Eagle Advisors
New Jersey
$73.6K +$180 +3 +0.2%
IIL
364
Insight Inv LLC
California
$70.4K – – –
FMII
365
Farmers & Merchants Investments Inc
Nebraska
$68.9K – – –
CIBC Private Wealth Group
366
CIBC Private Wealth Group
Georgia
$67.4K +$67.5K +1,125 New
KFA
367
Kelleher Financial Advisors
New York
$55.2K +$55.2K +921 New
PB
368
Pinnacle Bancorp
Nebraska
$54.8K – – –
PFBT
369
Parkside Financial Bank & Trust
Missouri
$47.9K – – –
SC
370
SouthState Corp
Florida
$47.9K +$48K +800 New
WANY
371
Wealthspire Advisors (New York)
New York
$47.9K +$48K +800 New
SS
372
Sunbelt Securities
Texas
$40.2K -$195K -3,248 -83%
TFGT
373
TS Financial Group (TSFG)
Illinois
$38K +$420 +7 +1%
CI
374
CX Institutional
Indiana
$35K +$35.5K +591 New
CPG
375
Cornerstone Planning Group
New Jersey
$31.5K +$240 +4 +0.8%
13 14
15
16 17

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.