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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
FF
101
Fairway Financial
Florida
$5.88M +$80K +1,333 +1%
KC
102
Kinloch Capital
Virginia
$5.82M -$85.8K -1,431 -1%
SG
103
StoneX Group
New York
$5.8M +$702K +11,704 +14%
TA
104
TKG Advisors
Indiana
$5.78M -$3.53M -58,814 -38%
SWA
105
Stratos Wealth Advisors
Ohio
$5.61M +$1.46M +24,319 +35%
SF
106
Synovus Financial
Georgia
$5.42M +$753K +12,547 +16%
GVAG
107
Great Valley Advisor Group
Delaware
$5.31M +$119K +1,991 +2%
AC
108
Avestar Capital
New York
$5.13M -$339K -5,657 -6%
NP
109
Nilsine Partners
Colorado
$5.05M +$246K +4,098 +5%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$4.97M -$2.95M -49,124 -37%
NW
111
NewEdge Wealth
Pennsylvania
$4.9M -$318K -5,308 -6%
AWM
112
AE Wealth Management
Kansas
$4.87M +$4.54M +75,635 +1,327%
DWP
113
Daymark Wealth Partners
Ohio
$4.69M -$970K -16,175 -17%
CA
114
Calton & Associates
Florida
$4.59M +$1.46M +24,312 +46%
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$4.33M +$74.1K +1,235 +2%
SPC
116
Sigma Planning Corp
Michigan
$4.17M -$1.29M -21,523 -24%
JWCA
117
J.W. Cole Advisors
Florida
$4.09M +$540K +8,994 +15%
MP
118
Moment Partners
California
$4.02M +$71.3K +1,189 +2%
AWM
119
Aprio Wealth Management
Georgia
$4.01M -$50.9K -848 -1%
PWS
120
Proactive Wealth Strategies
Georgia
$3.99M +$59.6K +994 +2%
IFG
121
Independent Financial Group
California
$3.98M -$3.63M -60,482 -48%
SWM
122
Spire Wealth Management
Virginia
$3.97M -$415K -6,921 -9%
SCA
123
Snowden Capital Advisors
New York
$3.93M -$299K -4,985 -7%
CCFM
124
Clear Creek Financial Management
Washington
$3.87M +$1M +16,737 +35%
CFG
125
Citizens Financial Group
Rhode Island
$3.81M -$478K -7,974 -11%
3 4
5
6 7

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.