We are live on ! Find out more
FTSM icon

First Trust Enhanced Short Maturity ETF
FTSM

399 hedge funds and large institutions have $4.64B invested in First Trust Enhanced Short Maturity ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 146 increasing their positions, 184 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% less ownership

Funds ownership: 75.76% → 75.22% (-0.53%)

3% less capital invested

Capital invested by funds: $4.8B → $4.64B (-$159M)

4% less funds holding

Funds holding: 417 → 399 (-18)

21% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 184

23% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 43

24% less funds holding in top 10

Funds holding in top 10: 33 → 25 (-8)

Holders
399
Holders Change
-18
Holders Change %
-4.32%
% of All Funds
5.24%
Holding in Top 10
25
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-24.24%
% of All Funds
0.33%
New
33
Increased
146
Reduced
184
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$30.5M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$23.8M
3
SFWA
Summit Financial Wealth Advisors
Louisiana
+$20M
4
CAG
Csenge Advisory Group
Florida
+$17.7M
5
LPL Financial
LPL Financial
California
+$17M

Top Sellers

1
BI
Bramshill Investments
Florida
-$82.6M
2
PA
Paragon Advisors
Texas
-$62.8M
3
First Trust Advisors
First Trust Advisors
Illinois
-$24.3M
4
IA
IFP Advisors
Florida
-$23.7M
5
HAFG
Hansen & Associates Financial Group
California
-$18.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
51
Shelton Wealth Management
Texas
$12.9M +$391K +6,521 +3%
EA
52
Ellsworth Advisors
Ohio
$12.9M +$1.19M +19,760 +10%
TAM
53
Titleist Asset Management
Texas
$12.7M +$12.8M +212,734 New
MF
54
Manchester Financial
California
$12.3M -$999K -16,657 -8%
Citigroup
55
Citigroup
New York
$12.2M +$491K +8,189 +4%
FWA
56
FSC Wealth Advisors
New York
$11.9M -$28.3K -471 -0.2%
GIA
57
Gladstone Institutional Advisory
Florida
$11.7M +$400K +6,667 +4%
FEG
58
Financial Enhancement Group
Indiana
$11.4M +$8.07M +134,532 +240%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$11M +$59.3K +989 +0.5%
SMF
60
Sterling Manor Financial
New York
$10.9M +$281K +4,678 +3%
WB
61
WesBanco Bank
West Virginia
$10.9M +$942K +15,710 +9%
HIS
62
Harvest Investment Services
Illinois
$10.8M -$130K -2,171 -1%
KAS
63
Kestra Advisory Services
Texas
$10.1M -$4.82M -80,353 -32%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$10.1M -$2.94M -49,016 -23%
CCP
65
Cassia Capital Partners
North Carolina
$10M +$639K +10,645 +7%
KPWS
66
Kestra Private Wealth Services
Texas
$9.93M +$89.4K +1,490 +0.9%
SA
67
Sanctuary Advisors
Indiana
$9.71M +$395K +6,584 +4%
CPP
68
Capasso Planning Partners
South Carolina
$9.35M -$2.63M -43,876 -22%
TCG
69
Transcendent Capital Group
Oklahoma
$9.13M -$55.1K -918 -0.6%
SAM
70
Synergy Asset Management
Washington
$9.03M +$5.86M +97,749 +184%
TCM
71
TD Capital Management
Tennessee
$9.02M -$668K -11,135 -7%
GWP
72
Gateway Wealth Partners
Wisconsin
$8.95M +$7.26M +121,018 +427%
LIA
73
Luken Investment Analytics
Tennessee
$8.82M -$3.52M -58,663 -28%
DADC
74
D.A. Davidson & Co
Montana
$8.81M +$200K +3,328 +2%
SWP
75
Stratos Wealth Partners
Ohio
$8.69M +$3.33M +55,526 +62%
1 2
3
4 5

FTSM Hedge Fund Activity: Q3 2025 in Review

399 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q3 2025, worth a combined $4.64B — down 3.3% from $4.8B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of FTSM and 33 opened new positions — a net loss of 10 holders — while 184 trimmed existing stakes and 146 added.

The largest buyer was Wells Fargo, adding an estimated $30.5M. The largest seller was Bramshill Investments, exiting entirely with an estimated $82.6M sold.

  • 399 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q3 2025, down from 417 in Q2 2025.
  • Funds reported $4.64B of First Trust Enhanced Short Maturity ETF stock for Q3 2025, down 3.3% quarter-over-quarter.
  • 33 funds opened new First Trust Enhanced Short Maturity ETF positions in Q3 2025 and 43 closed out, a net change of -10 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q3 2025 was Wells Fargo, an estimated $30.5M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q3 2025 was Bramshill Investments, an estimated $82.6M sold.

Based on aggregated 13F filings for Q3 2025.