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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

422 hedge funds and large institutions have $4.82B invested in First Trust Enhanced Short Maturity ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 158 increasing their positions, 187 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
-12
Holders Change %
-2.76%
% of All Funds
5.73%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.5%
New
33
Increased
158
Reduced
187
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$802M
2
CAM
2
Concorde Asset Management
Michigan
$69.7M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$70.7M
4
Raymond James Financial
4
Raymond James Financial
Florida
$191M
5
HAFG
5
Hansen & Associates Financial Group
California
$77M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$201M
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$72.4M
4
GWM
4
GDS Wealth Management
Texas
$33.5M
5
CAS
5
Coppell Advisory Solutions
Texas
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
26
Gradient Investments
Minnesota
$25.6M -$6.44M -107,544 -20%
KWM
27
Kingsview Wealth Management
Oregon
$24.8M -$2.76M -46,128 -10%
TAM
28
TCP Asset Management
Ohio
$19.4M +$624K +10,436 +3%
FHA
29
Flagship Harbor Advisors
Massachusetts
$19.3M +$18.1M +302,518 +1,470%
AI
30
Atria Investments
North Carolina
$19.1M -$7.87M -131,444 -29%
PFS
31
Prospera Financial Services
Texas
$19M -$1.68M -27,991 -8%
WWM
32
Western Wealth Management
Colorado
$18.1M +$220K +3,684 +1%
HP
33
Holistic Planning
Texas
$18M +$2.38M +39,852 +15%
NA
34
NewEdge Advisors
Louisiana
$17.6M -$2.89M -48,262 -14%
CAS
35
Coppell Advisory Solutions
Texas
$17.4M -$13M -217,244 -43%
AAS
36
Avantax Advisory Services
Texas
$17.2M -$61.5K -1,027 -0.4%
HSA
37
HBK Sorce Advisory
Pennsylvania
$17M +$4.73K +79 +0%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$16.8M +$388K +6,484 +2%
TCM
39
Triumph Capital Management
Colorado
$16.3M +$243K +4,065 +2%
KAS
40
Kestra Advisory Services
Texas
$15.8M -$2.31M -38,609 -13%
MF
41
Manchester Financial
California
$15.4M -$2.23M -37,229 -13%
CIAS
42
Capital Investment Advisory Services
North Carolina
$15.4M -$219K -3,656 -1%
HI
43
Harbour Investments
Wisconsin
$15.4M -$1.1M -18,405 -7%
MFG
44
Mainsail Financial Group
Washington
$15.2M +$557K +9,302 +4%
HighTower Advisors
45
HighTower Advisors
Illinois
$15M +$1.03M +17,196 +7%
PNC
46
Park National Corp
Ohio
$14.7M +$1.02M +16,975 +7%
JIP
47
Jaffetilchin Investment Partners
Florida
$14.4M -$505K -8,433 -3%
PAG
48
Private Advisor Group
New Jersey
$14.3M +$243K +4,069 +2%
TCG
49
Transcendent Capital Group
Oklahoma
$13.5M +$3.4M +56,895 +34%
PBF
50
Petix & Botte Financial
California
$13.2M +$621K +10,374 +5%
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