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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
AO
126
Advisor OS
Illinois
$4.01M +$157K +2,614 +4%
SCA
127
Snowden Capital Advisors
New York
$3.94M -$145K -2,418 -4%
PWS
128
Proactive Wealth Strategies
Georgia
$3.84M +$424K +7,080 +12%
CWM
129
Cornerstone Wealth Management
Missouri
$3.79M +$29.6K +494 +0.8%
FAIM
130
Financial Advocates Investment Management
Washington
$3.76M +$211K +3,529 +6%
PSFG
131
Park Square Financial Group
Georgia
$3.72M -$1.03M -17,233 -22%
CF
132
Claris Financial
Virginia
$3.64M
TNBTD
133
Trustmark National Bank Trust Department
Mississippi
$3.64M -$26K -434 -0.7%
TA
134
TKG Advisors
Indiana
$3.44M +$546K +9,114 +19%
TYCC
135
Texas Yale Capital Corp
Florida
$3.37M -$31.4K -525 -0.9%
CW
136
CreativeOne Wealth
Kansas
$3.37M -$810K -13,520 -19%
GWM
137
Geneos Wealth Management
Colorado
$3.36M +$2.23M +37,249 +198%
IWC
138
Integrated Wealth Concepts
Massachusetts
$3.33M -$255K -4,262 -7%
PVI
139
Pine Valley Investments
New Jersey
$3.28M -$2.85M -47,648 -47%
TW
140
Towerpoint Wealth
California
$3.24M -$483K -8,065 -13%
RA
141
RFG Advisory
Alabama
$3.22M +$591K +9,869 +22%
SWP
142
Summit Wealth Partners
Florida
$3.22M -$32.5K -542 -1%
AAP
143
Arax Advisory Partners
Colorado
$3.19M -$683K -11,401 -18%
IFG
144
Independent Financial Group
California
$3.18M -$47.4K -792 -1%
IWM
145
IMG Wealth Management
Florida
$3.15M +$70.4K +1,176 +2%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$3.1M -$261K -4,365 -8%
MW
147
Maia Wealth
Colorado
$3.02M +$1.28M +21,434 +74%
AWA
148
Arete Wealth Advisors
Illinois
$2.99M +$420K +7,005 +16%
GPW
149
Gentry Private Wealth
Kansas
$2.99M -$1.68K -28 -0.1%
BPA
150
Beacon Pointe Advisors
California
$2.97M +$828K +13,823 +39%

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.