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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
HNB
401
Huntington National Bank
Ohio
$20K
FF
402
Friedenthal Financial
New Jersey
$19.3K +$1.08K +18 +6%
BFS
403
Burkett Financial Services
South Carolina
$18.2K +$18.2K +304 New
US Bancorp
404
US Bancorp
Minnesota
$17.5K -$52.3K -873 -75%
OWP
405
ORG Wealth Partners
Texas
$17.5K +$17.5K +292 New
PNC Financial Services Group
406
PNC Financial Services Group
Pennsylvania
$17.4K +$17.4K +290 New
William Blair & Company
407
William Blair & Company
Illinois
$15.9K +$60 +1 +0.4%
CAL
408
Capital Analysts LLC
Pennsylvania
$13K
IHWM
409
Iron Horse Wealth Management
Iowa
$11K +$11K +183 New
FWA
410
Flagship Wealth Advisors
Massachusetts
$9.75K +$9.76K +163 New
FGAM
411
Financial Gravity Asset Management
Texas
$8.98K +$8.98K +150 New
HIA
412
Harbor Investment Advisory
Maryland
$8.68K +$2.69K +45 +45%
PA
413
Parallel Advisors
California
$8.26K
BA
414
Bellwether Advisors
Nebraska
$4.25K
GI
415
GAMMA Investing
California
$3.95K
JFA
416
JNBA Financial Advisors
Minnesota
$3.77K -$1.98K -33 -34%
NA
417
Nordwand Advisors
Pennsylvania
$2.39K
1NWS
418
1 North Wealth Services
Maryland
$2.21K +$2.22K +37 New
HBW
419
Hazlett, Burt & Watson
West Virginia
$2K
PA
420
PSI Advisors
Florida
$1.98K
AF
421
Advisornet Financial
Minnesota
$1.62K -$89.5K -1,495 -98%
NFSG
422
Newbridge Financial Services Group
Florida
$1.62K
CA
423
Clearstead Advisors
Ohio
$1.49K
CFP
424
Comprehensive Financial Planning
Pennsylvania
$1.38K
HCP
425
Hexagon Capital Partners
Arkansas
$1.32K

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.