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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 %
SWM
51
Shelton Wealth Management
Texas
$13.1M -$365K -6,100 -3%
TC
52
TownSquare Capital
Utah
$13.1M -$1.1M -18,455 -8%
FWA
53
FSC Wealth Advisors
New York
$11.9M -$148K -2,475 -1%
GIA
54
Gladstone Institutional Advisory
Florida
$11.6M -$40.3K -673 -0.3%
MML Investors Services
55
MML Investors Services
Massachusetts
$11.6M +$3.04M +50,768 +35%
LSPW
56
Lake Street Private Wealth
Illinois
$11.4M -$1.58M -26,483 -12%
SPIA
57
Steward Partners Investment Advisory
New York
$11.3M -$929K -15,517 -8%
RA
58
RiverTree Advisors
Florida
$11.2M -$1.91M -31,996 -15%
EA
59
Ellsworth Advisors
Ohio
$11.2M +$323K +5,392 +3%
HIS
60
Harvest Investment Services
Illinois
$11.2M -$2.28M -38,175 -17%
AA
61
Advisory Alpha
Michigan
$11M +$11M +183,697 New
1W
62
1776 Wealth
Georgia
$11M -$1.64M -27,405 -13%
SW
63
Simplicity Wealth
New Jersey
$10.8M +$10.4M +173,362 +2,514%
CPP
64
Capasso Planning Partners
South Carolina
$10.7M +$7.36M +123,012 +219%
Cerity Partners
65
Cerity Partners
New York
$10.6M +$169K +2,820 +2%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$10.4M +$455K +7,603 +5%
TCM
67
TD Capital Management
Tennessee
$10.4M +$982K +16,412 +10%
CAM
68
Creekmur Asset Management
Illinois
$10.3M +$37.2K +622 +0.4%
SMF
69
Sterling Manor Financial
New York
$10.2M +$599K +10,006 +6%
DADC
70
D.A. Davidson & Co
Montana
$9.75M +$2.18M +36,495 +29%
CCP
71
Cassia Capital Partners
North Carolina
$9.72M +$715K +11,952 +8%
VCM
72
Virtue Capital Management
Tennessee
$9.62M +$9.62M +160,726 New
AWS
73
Atria Wealth Solutions
New York
$9.6M -$2.2M -36,566 -19%
OC
74
Oppenheimer & Co
New York
$9.57M +$157K +2,622 +2%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$8.7M +$1.01M +16,798 +13%
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