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First Trust Enhanced Short Maturity ETF

428 hedge funds and large institutions have $4.92B invested in First Trust Enhanced Short Maturity ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 160 increasing their positions, 190 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 3638 (+2)

5% more capital invested

Capital invested by funds: $4.68B → $4.92B (+$235M)

10% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 31

0.21% less ownership

Funds ownership: 77.46%77.25% (-0.21%)

2% less funds holding

Funds holding: 436428 (-8)

16% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 190

Holders
428
Holders Change
-8
Holders Change %
-1.83%
% of All Funds
5.74%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.51%
New
34
Increased
160
Reduced
190
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
76
Sanctuary Advisors
Indiana
$9.42M -$212K -3,532 -2%
JP Morgan Chase
77
JP Morgan Chase
New York
$8.7M +$1.01M +16,798 +13%
VWS
78
Virtus Wealth Solutions
New Jersey
$8.7M -$146K -2,431 -2%
Citigroup
79
Citigroup
New York
$8.7M -$408K -6,811 -4%
SWM
80
Spire Wealth Management
Virginia
$8.4M -$990K -16,528 -11%
SP
81
Stablepoint Partners
Massachusetts
$8.36M -$940K -15,690 -10%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$8.36M -$468K -7,817 -5%
SWM
83
Schwallier Wealth Management
Michigan
$8.3M +$894K +14,933 +12%
Comerica Bank
84
Comerica Bank
Texas
$7.94M -$345K -5,754 -4%
IFS
85
Ifrah Financial Services
Arkansas
$7.69M +$364K +6,080 +5%
EC
86
EdgeRock Capital
Colorado
$7.41M +$6.74M +112,500 +999%
KPWS
87
Kestra Private Wealth Services
Texas
$7.36M +$850K +14,191 +13%
MSAM
88
Moloney Securities Asset Management
Missouri
$7.36M +$1.74M +29,076 +31%
FEG
89
Financial Enhancement Group
Indiana
$7.25M -$5.97M -99,593 -45%
AAS
90
Ameritas Advisory Services
Nebraska
$7.23M +$3.46M +57,710 +91%
SAM
91
Synergy Asset Management
Washington
$6.83M -$7.98M -133,234 -54%
TPWA
92
Twin Peaks Wealth Advisors
California
$6.58M +$439K +7,334 +7%
EH
93
Equitable Holdings
New York
$6.55M -$140K -2,333 -2%
SG
94
StoneX Group
New York
$6.54M -$1.77M -29,578 -21%
PWA
95
PCG Wealth Advisors
Kansas
$6.34M -$662K -11,046 -9%
SA
96
Shilanski & Associates
Alaska
$6.34M +$71.6K +1,195 +1%
MIG
97
McGuire Investment Group
Rhode Island
$6.32M +$550K +9,185 +10%
AFP
98
Ausdal Financial Partners
Iowa
$5.92M +$1.64M +27,390 +38%
SPC
99
Sigma Planning Corp
Michigan
$5.88M +$9.64K +161 +0.2%
FF
100
Fairway Financial
Florida
$5.8M +$14.9K +248 +0.3%

FTSM Hedge Fund Activity: Q1 2025 in Review

428 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q1 2025, worth a combined $4.92B — up 5% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FTSM positions and 31 closed out — a net gain of 3 holders — while 160 added to existing stakes and 190 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70M. The largest seller was UBS Group, cutting an estimated $30.2M.

  • 428 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q1 2025, down from 436 in Q4 2024.
  • Funds reported $4.92B of First Trust Enhanced Short Maturity ETF stock for Q1 2025, up 5% quarter-over-quarter.
  • 34 funds opened new First Trust Enhanced Short Maturity ETF positions in Q1 2025 and 31 closed out, a net change of +3 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q1 2025 was Morgan Stanley, an estimated $70M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q1 2025 was UBS Group, an estimated $30.2M sold.

Based on aggregated 13F filings for Q1 2025.