We are live on ! Find out more
FTSM icon

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
SWP
401
Strategic Wealth Partners
Ohio
$60 -$720 -12 -92%
BI
402
Bramshill Investments
Florida
– -$82.6M -1,379,695 Closed
Goldman Sachs
403
Goldman Sachs
New York
– -$6.76M -112,843 Closed
GPW
404
Gentry Private Wealth
Kansas
– -$3.48M -58,200 Closed
ZI
405
ZEGA Investments
Florida
– -$2.99M -49,935 Closed
AAP
406
Arax Advisory Partners
Colorado
– -$2.89M -48,328 Closed
FAIM
407
Financial Advocates Investment Management
Washington
– -$2.67M -44,668 Closed
LSA
408
Lion Street Advisors
Texas
– -$2.31M -38,663 Closed
BWA
409
BlueChip Wealth Advisors
Georgia
– -$2.13M -35,509 Closed
GWMR
410
GC Wealth Management RIA
Massachusetts
– -$1.75M -29,255 Closed
GM
411
GeoWealth Management
Illinois
– -$1.75M -29,255 Closed
HA
412
Herold Advisors
New York
– -$1.51M -25,183 Closed
QC
413
Quadrature Capital
United Kingdom
– -$721K -12,041 Closed
WIC
414
Woodmont Investment Counsel
Tennessee
– -$707K -11,807 Closed
GS
415
GTS Securities
New York
– -$652K -10,896 Closed
OMC
416
Old Mission Capital
Illinois
– -$610K -10,188 Closed
PCM
417
Prelude Capital Management
New York
– -$481K -8,040 Closed
PAS
418
Park Avenue Securities
New York
– -$446K -7,453 Closed
TL
419
Tradewinds LLC
North Carolina
– -$434K -7,251 Closed
DC
420
Davenport & Co
Virginia
– -$352K -5,874 Closed
BWP
421
Balboa Wealth Partners
Arizona
– -$291K -4,866 Closed
IA
422
Inspire Advisors
Idaho
– -$284K -4,750 Closed
Neuberger Berman Group
423
Neuberger Berman Group
New York
– -$257K -4,300 Closed
CA
424
Cannon Advisors
North Carolina
– -$254K -4,247 Closed
BFA
425
Brendel Financial Advisors
New Hampshire
– -$251K -4,199 Closed
14 15 16
17
18

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.