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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
AWM
126
Aprio Wealth Management
Georgia
$4.06M -$55K -918 -1%
MP
127
Moment Partners
California
$3.95M -$156K -2,607 -4%
PWS
128
Proactive Wealth Strategies
Georgia
$3.93M +$88.7K +1,481 +2%
MOS
129
MGO One Seven
Ohio
$3.93M -$701K -11,705 -15%
SCM
130
Sebold Capital Management
Illinois
$3.92M -$1.08M -18,044 -22%
Jane Street
131
Jane Street
New York
$3.84M +$3.84M +64,188 New
MWM
132
Maridea Wealth Management
New York
$3.7M +$2.52M +42,102 +213%
TNBTD
133
Trustmark National Bank Trust Department
Mississippi
$3.62M -$17.9K -299 -0.5%
CWM
134
Cornerstone Wealth Management
Missouri
$3.58M -$212K -3,532 -6%
JWCA
135
J.W. Cole Advisors
Florida
$3.55M +$592K +9,884 +20%
PCIA
136
Prime Capital Investment Advisors
Kansas
$3.53M +$3.16M +52,823 +870%
GPW
137
Gentry Private Wealth
Kansas
$3.48M +$491K +8,200 +16%
FEG
138
Financial Enhancement Group
Indiana
$3.36M -$3.88M -64,818 -54%
IWM
139
IMG Wealth Management
Florida
$3.28M +$128K +2,145 +4%
TW
140
Towerpoint Wealth
California
$3.24M -$7.31K -122 -0.2%
SAM
141
Synergy Asset Management
Washington
$3.18M -$3.65M -60,985 -53%
GWSG
142
GPS Wealth Strategies Group
Colorado
$3.15M +$200K +3,334 +7%
CA
143
Calton & Associates
Florida
$3.13M +$2.8M +46,781 +839%
SWP
144
Summit Wealth Partners
Florida
$3.11M -$112K -1,878 -3%
TWP
145
Triad Wealth Partners
Kansas
$3.07M +$2.64M +44,042 +604%
PSFG
146
Park Square Financial Group
Georgia
$3.05M -$675K -11,272 -18%
VAS
147
Vestmark Advisory Solutions
Massachusetts
$3.04M +$1.43M +23,809 +88%
CRWM
148
Castle Rock Wealth Management
California
$3.03M -$1.14M -19,067 -27%
IWC
149
Integrated Wealth Concepts
Massachusetts
$3.01M -$326K -5,437 -10%
AWA
150
Arete Wealth Advisors
Illinois
$3M +$300 +5 +0%

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.