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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
PBF
51
Petix & Botte Financial
California
$13.2M +$621K +10,374 +5%
SWM
52
Shelton Wealth Management
Texas
$13.1M -$365K -6,100 -3%
TC
53
TownSquare Capital
Utah
$13.1M -$1.11M -18,455 -8%
FWA
54
FSC Wealth Advisors
New York
$11.9M -$148K -2,475 -1%
GIA
55
Gladstone Institutional Advisory
Florida
$11.6M -$40.3K -673 -0.3%
MML Investors Services
56
MML Investors Services
Massachusetts
$11.6M +$3.04M +50,768 +35%
LSPW
57
Lake Street Private Wealth
Illinois
$11.4M -$1.59M -26,483 -12%
SPIA
58
Steward Partners Investment Advisory
New York
$11.3M -$929K -15,517 -8%
RA
59
RiverTree Advisors
Florida
$11.2M -$1.92M -31,996 -15%
EA
60
Ellsworth Advisors
Ohio
$11.2M +$323K +5,392 +3%
HIS
61
Harvest Investment Services
Illinois
$11.2M -$2.29M -38,175 -17%
AA
62
Advisory Alpha
Michigan
$11M +$11M +183,697 New
1W
63
1776 Wealth
Georgia
$11M -$1.64M -27,405 -13%
SW
64
Simplicity Wealth
New Jersey
$10.8M +$10.4M +173,362 +2,514%
CPP
65
Capasso Planning Partners
South Carolina
$10.7M +$7.37M +123,012 +219%
Cerity Partners
66
Cerity Partners
New York
$10.6M +$169K +2,820 +2%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$10.4M +$455K +7,603 +5%
TCM
68
TD Capital Management
Tennessee
$10.4M +$983K +16,412 +10%
CAM
69
Creekmur Asset Management
Illinois
$10.3M +$37.3K +622 +0.4%
SMF
70
Sterling Manor Financial
New York
$10.2M +$599K +10,006 +6%
DADC
71
D.A. Davidson & Co
Montana
$9.75M +$2.19M +36,495 +29%
CCP
72
Cassia Capital Partners
North Carolina
$9.72M +$716K +11,952 +8%
VCM
73
Virtue Capital Management
Tennessee
$9.62M +$9.63M +160,726 New
AWS
74
Atria Wealth Solutions
New York
$9.6M -$2.19M -36,566 -19%
OC
75
Oppenheimer & Co
New York
$9.57M +$157K +2,622 +2%

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.