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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
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$26.1M +$2.81M +46,969 +12%
GI
27
Gradient Investments
Minnesota
$25.6M -$6.44M -107,544 -20%
KWM
28
Kingsview Wealth Management
Oregon
$24.8M -$2.76M -46,128 -10%
TAM
29
TCP Asset Management
Ohio
$19.4M +$625K +10,436 +3%
FHA
30
Flagship Harbor Advisors
Massachusetts
$19.3M +$18.1M +302,518 +1,470%
AI
31
Atria Investments
North Carolina
$19.1M -$7.87M -131,444 -29%
PFS
32
Prospera Financial Services
Texas
$19M -$1.68M -27,991 -8%
WWM
33
Western Wealth Management
Colorado
$18.1M +$221K +3,684 +1%
HP
34
Holistic Planning
Texas
$18M +$2.39M +39,852 +15%
NA
35
NewEdge Advisors
Louisiana
$17.6M -$2.89M -48,262 -14%
CAS
36
Coppell Advisory Solutions
Texas
$17.4M -$13M -217,244 -43%
AAS
37
Avantax Advisory Services
Texas
$17.2M -$61.5K -1,027 -0.4%
HSA
38
HBK Sorce Advisory
Pennsylvania
$17M +$4.73K +79 +0%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$16.8M +$388K +6,484 +2%
TCM
40
Triumph Capital Management
Colorado
$16.3M +$243K +4,065 +2%
KAS
41
Kestra Advisory Services
Texas
$15.8M -$2.31M -38,609 -13%
MF
42
Manchester Financial
California
$15.4M -$2.23M -37,229 -13%
CIAS
43
Capital Investment Advisory Services
North Carolina
$15.4M -$219K -3,656 -1%
HI
44
Harbour Investments
Wisconsin
$15.4M -$1.1M -18,405 -7%
MFG
45
Mainsail Financial Group
Washington
$15.2M +$557K +9,302 +4%
HighTower Advisors
46
HighTower Advisors
Illinois
$15M +$1.03M +17,196 +7%
PNC
47
Park National Corp
Ohio
$14.7M +$1.02M +16,975 +7%
JIP
48
Jaffetilchin Investment Partners
Florida
$14.4M -$505K -8,433 -3%
PAG
49
Private Advisor Group
New Jersey
$14.3M +$244K +4,069 +2%
TCG
50
Transcendent Capital Group
Oklahoma
$13.5M +$3.41M +56,895 +34%

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.