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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
FFA
101
Farther Finance Advisors
California
$5.85M +$3.97M +66,299 +211%
WIM
102
WealthPlan Investment Management
Nebraska
$5.82M +$127K +2,121 +2%
AAS
103
Ameritas Advisory Services
Nebraska
$5.82M -$1.42M -23,642 -20%
FF
104
Fairway Financial
Florida
$5.79M -$4.19K -70 -0.1%
PWA
105
PCG Wealth Advisors
Kansas
$5.7M -$644K -10,752 -10%
DWP
106
Daymark Wealth Partners
Ohio
$5.66M +$529K +8,824 +10%
AC
107
Avestar Capital
New York
$5.46M +$937K +15,636 +21%
SPC
108
Sigma Planning Corp
Michigan
$5.46M -$428K -7,149 -7%
SWP
109
Stratos Wealth Partners
Ohio
$5.36M +$366K +6,105 +7%
AFP
110
Ausdal Financial Partners
Iowa
$5.33M -$590K -9,847 -10%
NW
111
NewEdge Wealth
Pennsylvania
$5.22M -$57.7K -963 -1%
GVAG
112
Great Valley Advisor Group
Delaware
$5.19M +$269K +4,487 +5%
BEI
113
Benjamin Edwards Inc
Missouri
$5.15M -$15.5K -259 -0.3%
SG
114
StoneX Group
New York
$5.09M -$1.45M -24,152 -22%
NP
115
Nilsine Partners
Colorado
$4.8M +$116K +1,930 +2%
IA
116
Insight Advisors
Pennsylvania
$4.78M -$492K -8,210 -9%
ATPW
117
Ashton Thomas Private Wealth
Arizona
$4.69M -$542K -9,051 -10%
SF
118
Synovus Financial
Georgia
$4.67M +$144K +2,405 +3%
SWM
119
Spire Wealth Management
Virginia
$4.38M -$4.02M -67,165 -48%
EE
120
EWG Elevate
California
$4.35M -$4.55K -76 -0.1%
CFG
121
Citizens Financial Group
Rhode Island
$4.28M +$3.23K +54 +0.1%
CW
122
CreativeOne Wealth
Kansas
$4.25M +$884K +14,755 +26%
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$4.25M +$133K +2,213 +3%
SCA
124
Snowden Capital Advisors
New York
$4.23M +$289K +4,826 +7%
SWA
125
Stratos Wealth Advisors
Ohio
$4.15M -$448K -7,480 -10%

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.