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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
1W
76
1776 Wealth
Georgia
$9.12M -$1.86M -31,029 -17%
SP
77
Stablepoint Partners
Massachusetts
$8.78M +$411K +6,866 +5%
DADC
78
D.A. Davidson & Co
Montana
$8.61M -$1.14M -19,085 -12%
VWS
79
Virtus Wealth Solutions
New Jersey
$8.56M -$137K -2,283 -2%
MML Investors Services
80
MML Investors Services
Massachusetts
$8.15M -$3.48M -58,052 -30%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$7.91M +$4.81M +80,298 +155%
AWS
82
Atria Wealth Solutions
New York
$7.9M -$1.69M -28,194 -18%
IFS
83
Ifrah Financial Services
Arkansas
$7.7M +$6.29K +105 +0.1%
MSAM
84
Moloney Securities Asset Management
Missouri
$7.61M +$250K +4,166 +3%
IFG
85
Independent Financial Group
California
$7.6M +$4.42M +73,813 +139%
SWM
86
Schwallier Wealth Management
Michigan
$7.56M -$744K -12,428 -9%
MA
87
Mutual Advisors
Nebraska
$7.5M +$2.54M +42,424 +51%
MIG
88
McGuire Investment Group
Rhode Island
$7.34M +$1.02M +16,968 +16%
Comerica Bank
89
Comerica Bank
Texas
$7.3M -$646K -10,787 -8%
EH
90
Equitable Holdings
New York
$7.24M +$682K +11,392 +10%
TPWA
91
Twin Peaks Wealth Advisors
California
$7M +$406K +6,775 +6%
Corient Private Wealth
92
Corient Private Wealth
Florida
$6.92M +$6.92M +115,558 New
Goldman Sachs
93
Goldman Sachs
New York
$6.76M +$6.76M +112,843 New
AA
94
Advisory Alpha
Michigan
$6.66M -$4.34M -72,450 -39%
Citadel Advisors
95
Citadel Advisors
Florida
$6.62M +$6.62M +110,561 New
EC
96
EdgeRock Capital
Colorado
$6.58M -$842K -14,048 -11%
IAN
97
Integrated Advisors Network
Texas
$6.57M +$1.47M +24,554 +29%
SA
98
Shilanski & Associates
Alaska
$6.31M -$53.6K -894 -0.8%
GSC
99
G&S Capital
Colorado
$5.91M +$3.93M +65,678 +199%
KC
100
Kinloch Capital
Virginia
$5.9M +$859K +14,335 +17%

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.