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First Trust Enhanced Short Maturity ETF

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: 417399 (-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: 3325 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CW
126
CreativeOne Wealth
Kansas
$3.75M -$506K -8,433 -12%
LWMI
127
Legacy Wealth Management (Idaho)
Idaho
$3.75M +$3.17M +52,810 +540%
FFA
128
Farther Finance Advisors
California
$3.74M -$2.12M -35,278 -36%
AA
129
Advisory Alpha
Michigan
$3.66M -$3.01M -50,123 -45%
PCIA
130
Prime Capital Investment Advisors
Kansas
$3.65M +$126K +2,102 +4%
BAM
131
Bellevue Asset Management
Washington
$3.58M +$1.21M +20,216 +51%
CPRC
132
Consolidated Portfolio Review Corp
New York
$3.57M +$2.27M +37,772 +173%
BEI
133
Benjamin Edwards Inc
Missouri
$3.57M -$1.59M -26,472 -31%
IWM
134
IMG Wealth Management
Florida
$3.56M +$276K +4,600 +8%
TNBTD
135
Trustmark National Bank Trust Department
Mississippi
$3.42M -$203K -3,378 -6%
CWM
136
Cornerstone Wealth Management
Missouri
$3.39M -$192K -3,208 -5%
CF
137
Claris Financial
Virginia
$3.38M +$406K +6,768 +14%
GSC
138
G&S Capital
Colorado
$3.35M -$2.57M -42,824 -43%
KWM
139
Kaydan Wealth Management
Michigan
$3.31M +$347K +5,787 +12%
TW
140
Towerpoint Wealth
California
$3.28M +$44.3K +739 +1%
GWANC
141
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.21M +$226K +3,770 +8%
Jane Street
142
Jane Street
New York
$3.1M -$746K -12,437 -19%
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$3.1M +$3.1M +51,702 New
SWP
144
Summit Wealth Partners
Florida
$3.07M -$34.4K -574 -1%
GWSG
145
GPS Wealth Strategies Group
Colorado
$3.07M -$81.9K -1,366 -3%
CRWM
146
Castle Rock Wealth Management
California
$3.02M -$840 -14 -0%
MOS
147
MGO One Seven
Ohio
$3M -$929K -15,479 -24%
AWA
148
Arete Wealth Advisors
Illinois
$3M +$1.86K +31 +0.1%
AWA
149
Arkadios Wealth Advisors
Georgia
$2.94M +$48.6K +810 +2%
IAIM
150
International Assets Investment Management
Florida
$2.77M

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.