FTSM icon

First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

412 hedge funds and large institutions have $4.75B invested in First Trust Enhanced Short Maturity ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 153 increasing their positions, 184 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
-10
Holders Change %
-2.37%
% of All Funds
5.53%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.43%
New
32
Increased
153
Reduced
184
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
Paragon Advisors
Texas
$63.8M
2
CAG
Csenge Advisory Group
Florida
$93.7M
3
P
&Partners
Tennessee
$20M
4
First Trust Advisors
First Trust Advisors
Illinois
$86.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$172M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$0
2
Raymond James Financial
Raymond James Financial
Florida
$155M
3
BI
Bramshill Investments
Florida
$82.6M
4
GWM
GDS Wealth Management
Texas
$16.6M
5
HAFG
Hansen & Associates Financial Group
California
$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSPW
51
Lake Street Private Wealth
Illinois
$13.5M +$2.14M +35,729 +19%
MF
52
Manchester Financial
California
$13.3M -$2.17M -36,267 -14%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$13M -$3.84M -64,216 -23%
SWM
54
Shelton Wealth Management
Texas
$12.5M -$644K -10,760 -5%
LIA
55
Luken Investment Analytics
Tennessee
$12.3M +$11.1M +185,727 +920%
CPP
56
Capasso Planning Partners
South Carolina
$12M +$1.25M +20,820 +12%
FWA
57
FSC Wealth Advisors
New York
$12M +$11.7K +195 +0.1%
Citigroup
58
Citigroup
New York
$11.7M +$2.96M +49,400 +34%
EA
59
Ellsworth Advisors
Ohio
$11.6M +$486K +8,115 +4%
GIA
60
Gladstone Institutional Advisory
Florida
$11.3M -$335K -5,593 -3%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$11M +$568K +9,488 +5%
HIS
62
Harvest Investment Services
Illinois
$11M -$208K -3,476 -2%
Cerity Partners
63
Cerity Partners
New York
$10.7M -$476K -7,585 -4%
SMF
64
Sterling Manor Financial
New York
$10.7M +$446K +7,443 +4%
RA
65
RiverTree Advisors
Florida
$10.3M -$837K -13,987 -7%
WB
66
WesBanco Bank
West Virginia
$9.93M +$9.93M +165,894 New
KPWS
67
Kestra Private Wealth Services
Texas
$9.83M +$2.47M +41,219 +34%
TCM
68
TD Capital Management
Tennessee
$9.68M -$704K -11,765 -7%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$9.64M +$933K +15,592 +11%
CCP
70
Cassia Capital Partners
North Carolina
$9.38M -$348K -5,814 -4%
TA
71
TKG Advisors
Indiana
$9.3M +$5.86M +97,906 +170%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$9.3M +$937K +15,658 +11%
TCG
73
Transcendent Capital Group
Oklahoma
$9.17M -$4.35M -72,656 -32%
1W
74
1776 Wealth
Georgia
$9.12M -$1.86M -31,029 -17%
SP
75
Stablepoint Partners
Massachusetts
$8.78M +$411K +6,866 +5%
1 2
3
4 5