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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

422 hedge funds and large institutions have $4.82B invested in First Trust Enhanced Short Maturity ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 158 increasing their positions, 187 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
-12
Holders Change %
-2.76%
% of All Funds
5.73%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.5%
New
33
Increased
158
Reduced
187
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$802M
2
CAM
Concorde Asset Management
Michigan
$69.7M
3
First Trust Advisors
First Trust Advisors
Illinois
$70.7M
4
Raymond James Financial
Raymond James Financial
Florida
$191M
5
HAFG
Hansen & Associates Financial Group
California
$77M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$201M
2
IAA
Independent Advisor Alliance
North Carolina
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$72.4M
4
GWM
GDS Wealth Management
Texas
$33.5M
5
CAS
Coppell Advisory Solutions
Texas
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
126
Proactive Wealth Strategies
Georgia
$3.84M +$424K +7,080 +12%
CWM
127
Cornerstone Wealth Management
Missouri
$3.79M +$29.6K +494 +0.8%
FAIM
128
Financial Advocates Investment Management
Washington
$3.76M +$211K +3,529 +6%
PSFG
129
Park Square Financial Group
Georgia
$3.72M -$1.03M -17,233 -22%
CF
130
Claris Financial
Virginia
$3.64M – – –
TNBTD
131
Trustmark National Bank Trust Department
Mississippi
$3.64M -$26K -434 -0.7%
TA
132
TKG Advisors
Indiana
$3.44M +$545K +9,114 +19%
TYCC
133
Texas Yale Capital Corp
Florida
$3.37M -$31.4K -525 -0.9%
CW
134
CreativeOne Wealth
Kansas
$3.37M -$809K -13,520 -19%
GWM
135
Geneos Wealth Management
Colorado
$3.36M +$2.23M +37,249 +198%
IWC
136
Integrated Wealth Concepts
Massachusetts
$3.33M -$255K -4,262 -7%
TW
137
Towerpoint Wealth
California
$3.24M -$483K -8,065 -13%
RA
138
RFG Advisory
Alabama
$3.22M +$591K +9,869 +22%
SWP
139
Summit Wealth Partners
Florida
$3.22M -$32.4K -542 -1%
AAP
140
Arax Advisory Partners
Colorado
$3.19M -$682K -11,401 -18%
IWM
141
IMG Wealth Management
Florida
$3.15M +$70.4K +1,176 +2%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$3.1M -$261K -4,365 -8%
MW
143
Maia Wealth
Colorado
$3.02M +$1.28M +21,434 +74%
AWA
144
Arete Wealth Advisors
Illinois
$2.99M +$419K +7,005 +16%
GPW
145
Gentry Private Wealth
Kansas
$2.99M -$1.68K -28 -0.1%
BPA
146
Beacon Pointe Advisors
California
$2.97M +$827K +13,823 +39%
IAIM
147
International Assets Investment Management
Florida
$2.96M -$155K -2,597 -5%
JWCA
148
J.W. Cole Advisors
Florida
$2.96M +$1.13M +18,889 +62%
GWSG
149
GPS Wealth Strategies Group
Colorado
$2.94M +$294K +4,921 +11%
CWP
150
Core Wealth Partners
California
$2.94M +$42.5K +711 +1%
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