FTSM icon

First Trust Enhanced Short Maturity ETF

414 hedge funds and large institutions have $4.79B invested in First Trust Enhanced Short Maturity ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 154 increasing their positions, 187 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

18% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 187

Holders
414
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
51
Western Wealth Management
Colorado
$13.7M
LSPW
52
Lake Street Private Wealth
Illinois
$13.5M
MF
53
Manchester Financial
California
$13.3M
Baird Financial Group
54
Baird Financial Group
Wisconsin
$13M
SWM
55
Shelton Wealth Management
Texas
$12.5M
LIA
56
Luken Investment Analytics
Tennessee
$12.3M
CPP
57
Capasso Planning Partners
South Carolina
$12M
FWA
58
FSC Wealth Advisors
New York
$12M
Citigroup
59
Citigroup
New York
$11.7M
EA
60
Ellsworth Advisors
Ohio
$11.6M
GIA
61
Gladstone Institutional Advisory
Florida
$11.3M
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$11M
HIS
63
Harvest Investment Services
Illinois
$11M
Cerity Partners
64
Cerity Partners
New York
$10.7M
SMF
65
Sterling Manor Financial
New York
$10.7M
RA
66
RiverTree Advisors
Florida
$10.3M
WB
67
WesBanco Bank
West Virginia
$9.93M
KPWS
68
Kestra Private Wealth Services
Texas
$9.83M
TCM
69
TD Capital Management
Tennessee
$9.68M
JP Morgan Chase
70
JP Morgan Chase
New York
$9.64M
CCP
71
Cassia Capital Partners
North Carolina
$9.38M
SA
72
Sanctuary Advisors
Indiana
$9.31M
TA
73
TKG Advisors
Indiana
$9.3M
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$9.3M
TCG
75
Transcendent Capital Group
Oklahoma
$9.17M