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First Trust Enhanced Short Maturity ETF

417 hedge funds and large institutions have $4.8B invested in First Trust Enhanced Short Maturity ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 156 increasing their positions, 188 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $4.92B → $4.8B (-$116M)

1.49% less ownership

Funds ownership: 77.25%75.76% (-1.5%)

3% less funds holding

Funds holding: 428417 (-11)

13% less funds holding in top 10

Funds holding in top 10: 3833 (-5)

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

17% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 188

Holders
417
Holders Change
-11
Holders Change %
-2.57%
% of All Funds
5.49%
Holding in Top 10
33
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.16%
% of All Funds
0.43%
New
31
Increased
156
Reduced
188
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
26
Kingsview Wealth Management
Oregon
$23.6M -$1.13M -18,937 -5%
SPIA
27
Steward Partners Investment Advisory
New York
$23.6M +$12.3M +204,583 +108%
PFS
28
Prospera Financial Services
Texas
$21.2M +$2.15M +35,815 +11%
TAM
29
TCP Asset Management
Ohio
$20.3M +$817K +13,641 +4%
P
30
&Partners
Tennessee
$20M +$17.4M +290,237 +661%
NA
31
NewEdge Advisors
Louisiana
$19.6M +$1.99M +33,252 +11%
AI
32
Atria Investments
North Carolina
$18.9M -$203K -3,393 -1%
HI
33
Harbour Investments
Wisconsin
$18.7M +$3.37M +56,214 +22%
CAS
34
Coppell Advisory Solutions
Texas
$18M +$579K +9,668 +3%
AAS
35
Avantax Advisory Services
Texas
$17.7M +$509K +8,505 +3%
PNC
36
Park National Corp
Ohio
$17.7M +$2.94M +49,135 +20%
HP
37
Holistic Planning
Texas
$17.2M -$789K -13,169 -4%
SW
38
Simplicity Wealth
New Jersey
$17.2M +$6.45M +107,737 +60%
HSA
39
HBK Sorce Advisory
Pennsylvania
$17.1M +$108K +1,796 +0.6%
GWM
40
GDS Wealth Management
Texas
$16.6M -$16.9M -281,872 -50%
MFG
41
Mainsail Financial Group
Washington
$16.2M +$980K +16,361 +6%
HighTower Advisors
42
HighTower Advisors
Illinois
$16M +$1.03M +17,264 +7%
TCM
43
Triumph Capital Management
Colorado
$15.5M -$813K -13,572 -5%
CIAS
44
Capital Investment Advisory Services
North Carolina
$15.2M -$264K -4,404 -2%
KAS
45
Kestra Advisory Services
Texas
$14.9M -$960K -16,026 -6%
JIP
46
Jaffetilchin Investment Partners
Florida
$14.7M +$296K +4,939 +2%
OC
47
Oppenheimer & Co
New York
$14.4M +$4.79M +79,926 +50%
FHA
48
Flagship Harbor Advisors
Massachusetts
$14.2M -$5.19M -86,707 -27%
PAG
49
Private Advisor Group
New Jersey
$14.1M -$143K -2,386 -1%
PBF
50
Petix & Botte Financial
California
$13.9M +$657K +10,965 +5%

FTSM Hedge Fund Activity: Q2 2025 in Review

417 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q2 2025, worth a combined $4.8B — down 2.4% from $4.92B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of FTSM and 31 opened new positions — a net loss of 6 holders — while 188 trimmed existing stakes and 156 added.

The largest buyer was Paragon Advisors, opening a new position worth an estimated $63.8M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $90.9M sold.

  • 417 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q2 2025, down from 428 in Q1 2025.
  • Funds reported $4.8B of First Trust Enhanced Short Maturity ETF stock for Q2 2025, down 2.4% quarter-over-quarter.
  • 31 funds opened new First Trust Enhanced Short Maturity ETF positions in Q2 2025 and 37 closed out, a net change of -6 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q2 2025 was Paragon Advisors, an estimated $63.8M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q2 2025 was Renaissance Technologies, an estimated $90.9M sold.

Based on aggregated 13F filings for Q2 2025.