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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
GTAM
376
Global Trust Asset Management
Florida
$159K
FAM
377
Flaharty Asset Management
Florida
$148K +$148K +2,465 New
WIM
378
Westside Investment Management
California
$138K -$35.9K -600 -21%
SW
379
SVB Wealth
Massachusetts
$132K +$132K +2,200 New
PWAM
380
Private Wealth Asset Management
Iowa
$120K +$120K +2,000 New
DFA
381
DHJJ Financial Advisors
Illinois
$114K
SS
382
Sunbelt Securities
Texas
$106K -$129K -2,146 -55%
TRCT
383
Tower Research Capital (TRC)
New York
$95.7K +$85.8K +1,432 +857%
LFG
384
Larson Financial Group
Missouri
$93.7K -$7.25K -121 -7%
GEA
385
Glen Eagle Advisors
New Jersey
$73.3K
IIL
386
Insight Inv LLC
California
$70.3K
FMII
387
Farmers & Merchants Investments Inc
Nebraska
$68.8K -$59.9K -1,000 -47%
SL
388
Salomon & Ludwin
Virginia
$59.8K +$59.9K +1,000 New
KWM
389
Kiker Wealth Management
Georgia
$55.8K +$55.8K +932 New
PB
390
Pinnacle Bancorp
Nebraska
$54.8K
PFBT
391
Parkside Financial Bank & Trust
Missouri
$47.9K
AFS
392
Anderson Financial Strategies
Ohio
$44.9K +$44.9K +750 New
TFGT
393
TS Financial Group (TSFG)
Illinois
$37K +$299 +5 +0.8%
CPG
394
Cornerstone Planning Group
New Jersey
$34.8K -$659 -11 -2%
MIM
395
Marshall Investment Management
Colorado
$33.3K +$779 +13 +2%
Jones Financial Companies
396
Jones Financial Companies
Missouri
$30K +$29.5K +492 +6,150%
DSC
397
Duncker Streett & Co
Missouri
$29.9K
SIS
398
Sound Income Strategies
Florida
$23.9K +$180 +3 +0.8%
DF
399
Dunhill Financial
United Kingdom
$21.8K -$17K -284 -44%
CIBC Private Wealth Group
400
CIBC Private Wealth Group
Georgia
$20K

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.