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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
WIM
101
WealthPlan Investment Management
Nebraska
$5.69M +$239K +3,983 +4%
IA
102
Insight Advisors
Pennsylvania
$5.27M -$391K -6,532 -7%
NW
103
NewEdge Wealth
Pennsylvania
$5.27M -$927K -15,470 -15%
ATPW
104
Ashton Thomas Private Wealth
Arizona
$5.24M -$1.98M -33,005 -27%
BEI
105
Benjamin Edwards Inc
Missouri
$5.16M +$920K +15,360 +22%
DWP
106
Daymark Wealth Partners
Ohio
$5.13M +$4.36M +72,735 +562%
IAN
107
Integrated Advisors Network
Texas
$5.1M +$1.23M +20,470 +32%
KC
108
Kinloch Capital
Virginia
$5.04M +$206K +3,441 +4%
SCM
109
Sebold Capital Management
Illinois
$5M -$425K -7,102 -8%
SWP
110
Stratos Wealth Partners
Ohio
$5M -$3.07M -51,212 -38%
MA
111
Mutual Advisors
Nebraska
$4.95M -$1.82M -30,432 -27%
GVAG
112
Great Valley Advisor Group
Delaware
$4.92M +$244K +4,077 +5%
NP
113
Nilsine Partners
Colorado
$4.68M -$3.01M -50,275 -39%
MOS
114
MGO One Seven
Ohio
$4.63M +$630K +10,516 +16%
SWA
115
Stratos Wealth Advisors
Ohio
$4.6M -$3.8M -63,450 -45%
AC
116
Avestar Capital
New York
$4.52M -$640K -10,681 -12%
SF
117
Synovus Financial
Georgia
$4.52M -$324K -5,409 -7%
EE
118
EWG Elevate
California
$4.35M +$204K +3,410 +5%
CFG
119
Citizens Financial Group
Rhode Island
$4.28M +$30.4K +508 +0.7%
CRWM
120
Castle Rock Wealth Management
California
$4.16M +$185K +3,088 +5%
WAP
121
Wealthcare Advisory Partners
Pennsylvania
$4.12M +$2.24M +37,319 +119%
AWM
122
Aprio Wealth Management
Georgia
$4.11M +$143K +2,389 +4%
MP
123
Moment Partners
California
$4.1M -$54.1K -904 -1%
SAM
124
Secure Asset Management
Michigan
$4.06M -$59.5K -993 -1%
FTUS
125
Flow Traders U.S.
New York
$4.03M +$3.19M +53,284 +379%

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.