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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
BTD
426
BankPlus Trust Department
Mississippi
$1.26K
KIG
427
Kessler Investment Group
Indiana
$898 -$599 -10 -40%
SS
428
SBI Securities
Japan
$778 -$120 -2 -13%
EWA
429
EverSource Wealth Advisors
Alabama
$120 -$3K -50 -96%
IAA
430
Independent Advisor Alliance
North Carolina
-$27.8M -464,730 Closed
CFGS
431
Concourse Financial Group Securities
Alabama
-$11M -183,266 Closed
Corient Private Wealth
432
Corient Private Wealth
Florida
-$35.4K -129,253 Closed
BCP
433
Blackhawk Capital Partners
Wisconsin
-$1.93M -32,224 Closed
NP
434
NorthRock Partners
Minnesota
-$921K -15,404 Closed
SF
435
Symphony Financial
Texas
-$904K -15,089 Closed
MWM
436
Mattern Wealth Management
Kansas
-$897K -15,005 Closed
SF
437
SageOak Financial
Oklahoma
-$868K -14,517 Closed
SIM
438
Stratos Investment Management
Ohio
-$762K -12,742 Closed
Goldman Sachs
439
Goldman Sachs
New York
-$657K -11,000 Closed
NW
440
Naviter Wealth
Arkansas
-$575K -9,626 Closed
1IA
441
1834 Investment Advisors
Wisconsin
-$402K -6,724 Closed
NAS
442
NWF Advisory Services
California
-$381K -6,369 Closed
CCA
443
Cooper Capital Advisors
California
-$303K -5,069 Closed
PFG
444
Prosperity Financial Group
California
-$283K -4,740 Closed
MWM
445
Modern Wealth Management
Kansas
-$245K -4,100 Closed
WIA
446
World Investment Advisors
California
-$212K -3,540 Closed
SW
447
SteelPeak Wealth
California
-$209K -3,500 Closed
AA
448
Armis Advisers
Georgia
-$205K -3,432 Closed
AWA
449
Acorn Wealth Advisors
Michigan
-$200K -3,349 Closed
TCOV
450
Trust Company of Vermont
Vermont
-$83.7K -1,400 Closed

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.