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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
WWM
51
Western Wealth Management
Colorado
$13.7M -$4.37M -72,920 -24%
LSPW
52
Lake Street Private Wealth
Illinois
$13.5M +$2.14M +35,729 +19%
MF
53
Manchester Financial
California
$13.3M -$2.17M -36,267 -14%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$13M -$3.85M -64,216 -23%
SWM
55
Shelton Wealth Management
Texas
$12.5M -$645K -10,760 -5%
LIA
56
Luken Investment Analytics
Tennessee
$12.3M +$11.1M +185,727 +920%
CPP
57
Capasso Planning Partners
South Carolina
$12M +$1.25M +20,820 +12%
FWA
58
FSC Wealth Advisors
New York
$12M +$11.7K +195 +0.1%
Citigroup
59
Citigroup
New York
$11.7M +$2.96M +49,400 +34%
EA
60
Ellsworth Advisors
Ohio
$11.6M +$486K +8,115 +4%
GIA
61
Gladstone Institutional Advisory
Florida
$11.3M -$335K -5,593 -3%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$11M +$568K +9,488 +5%
HIS
63
Harvest Investment Services
Illinois
$11M -$208K -3,476 -2%
Cerity Partners
64
Cerity Partners
New York
$10.7M -$454K -7,585 -4%
SMF
65
Sterling Manor Financial
New York
$10.7M +$446K +7,443 +4%
RA
66
RiverTree Advisors
Florida
$10.3M -$838K -13,987 -7%
WB
67
WesBanco Bank
West Virginia
$9.93M +$9.94M +165,894 New
KPWS
68
Kestra Private Wealth Services
Texas
$9.83M +$2.47M +41,219 +34%
TCM
69
TD Capital Management
Tennessee
$9.68M -$705K -11,765 -7%
JP Morgan Chase
70
JP Morgan Chase
New York
$9.64M +$934K +15,592 +11%
CCP
71
Cassia Capital Partners
North Carolina
$9.38M -$348K -5,814 -4%
SA
72
Sanctuary Advisors
Indiana
$9.31M -$115K -1,924 -1%
TA
73
TKG Advisors
Indiana
$9.3M +$5.86M +97,906 +170%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$9.3M +$938K +15,658 +11%
TCG
75
Transcendent Capital Group
Oklahoma
$9.17M -$4.35M -72,656 -32%

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.