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First Trust Enhanced Short Maturity ETF

401 hedge funds and large institutions have $4.76B invested in First Trust Enhanced Short Maturity ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 156 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 33

32% more funds holding in top 10

Funds holding in top 10: 2533 (+8)

1.04% more ownership

Funds ownership: 75.22%76.27% (+1%)

4% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 156

3% more capital invested

Capital invested by funds: $4.64B → $4.76B (+$122M)

1% more funds holding

Funds holding: 399401 (+2)

Holders
401
Holders Change
+2
Holders Change %
+0.5%
% of All Funds
4.88%
Holding in Top 10
33
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+32%
% of All Funds
0.4%
New
44
Increased
163
Reduced
156
Closed
33
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
$24.6M -$342K -5,701 -1%
TAM
27
TCP Asset Management
Ohio
$23.6M +$1.89M +31,557 +9%
CAS
28
Coppell Advisory Solutions
Texas
$23.5M -$620K -10,331 -3%
LIA
29
Luken Investment Analytics
Tennessee
$22.5M +$13.7M +228,022 +155%
NA
30
NewEdge Advisors
Louisiana
$20.8M +$4.99M +83,090 +31%
PNC
31
Park National Corp
Ohio
$20.6M +$1.44M +24,034 +8%
HSA
32
HBK Sorce Advisory
Pennsylvania
$20.3M +$3.94M +65,678 +24%
AI
33
Atria Investments
North Carolina
$20M +$820K +13,672 +4%
SFWA
34
Summit Financial Wealth Advisors
Louisiana
$19.2M -$790K -13,163 -4%
IA
35
IFP Advisors
Florida
$19M -$2.69M -44,781 -12%
HP
36
Holistic Planning
Texas
$18.7M +$712K +11,872 +4%
PFS
37
Prospera Financial Services
Texas
$18.3M -$2.52M -42,017 -12%
MFG
38
Mainsail Financial Group
Washington
$18M +$644K +10,737 +4%
FEG
39
Financial Enhancement Group
Indiana
$17.9M +$6.48M +108,007 +57%
TWP
40
Triad Wealth Partners
Kansas
$17.5M +$15.3M +254,240 +674%
HighTower Advisors
41
HighTower Advisors
Illinois
$17.5M +$51.4K +856 +0.3%
WWM
42
Western Wealth Management
Colorado
$16.5M +$1.97M +32,904 +14%
PAG
43
Private Advisor Group
New Jersey
$15.8M +$1.48M +24,590 +10%
JIP
44
Jaffetilchin Investment Partners
Florida
$15.6M +$891K +14,845 +6%
HHCP
45
Hilton Head Capital Partners
South Carolina
$15.6M +$15.6M +260,420 New
LSPW
46
Lake Street Private Wealth
Illinois
$15.6M +$1.37M +22,805 +10%
ACA
47
Aptus Capital Advisors
Alabama
$14.9M +$6.69M +111,483 +81%
FAM
48
Flaharty Asset Management
Florida
$14.8M +$14.8M +247,122 New
FHA
49
Flagship Harbor Advisors
Massachusetts
$14.6M +$1.58M +26,335 +12%
SLC
50
Second Line Capital
Louisiana
$14M +$6.8M +113,340 +94%