We are live on ! Find out more
FTSM icon

First Trust Enhanced Short Maturity ETF

401 hedge funds and large institutions have $4.76B invested in First Trust Enhanced Short Maturity ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 156 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 33

32% more funds holding in top 10

Funds holding in top 10: 2533 (+8)

1.04% more ownership

Funds ownership: 75.22%76.27% (+1%)

4% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 156

3% more capital invested

Capital invested by funds: $4.64B → $4.76B (+$122M)

1% more funds holding

Funds holding: 399401 (+2)

Holders
401
Holders Change
+2
Holders Change %
+0.5%
% of All Funds
4.88%
Holding in Top 10
33
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+32%
% of All Funds
0.4%
New
44
Increased
163
Reduced
156
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGWA
126
Plus Group Wealth Advisors
Wisconsin
$4.06M +$4.06M +67,700 New
PWS
127
Proactive Wealth Strategies
Georgia
$4.01M +$19.1K +318 +0.5%
AWM
128
Aprio Wealth Management
Georgia
$3.94M -$64.5K -1,075 -2%
SWM
129
Spire Wealth Management
Virginia
$3.89M -$81.6K -1,360 -2%
AA
130
Advisory Alpha
Michigan
$3.88M +$216K +3,599 +6%
PCIA
131
Prime Capital Investment Advisors
Kansas
$3.81M +$159K +2,648 +4%
CW
132
CreativeOne Wealth
Kansas
$3.72M -$36.1K -602 -1%
CAM
133
Cresset Asset Management
Illinois
$3.69M +$1.92M +31,939 +108%
MOS
134
MGO One Seven
Ohio
$3.64M +$633K +10,545 +21%
TNBTD
135
Trustmark National Bank Trust Department
Mississippi
$3.62M +$199K +3,312 +6%
TW
136
Towerpoint Wealth
California
$3.59M +$311K +5,178 +9%
WWA
137
WCG Wealth Advisors
Nevada
$3.49M +$1.77M +29,537 +103%
FFA
138
Farther Finance Advisors
California
$3.47M -$271K -4,516 -7%
LWMI
139
Legacy Wealth Management (Idaho)
Idaho
$3.46M -$294K -4,899 -8%
SCFS
140
Stewardship Concepts Financial Services
Washington
$3.39M +$3.39M +56,574 New
CIA
141
Concurrent Investment Advisors
Florida
$3.39M +$2.3M +38,351 +211%
SAM
142
Synergy Asset Management
Washington
$3.37M -$5.67M -94,529 -63%
CWM
143
Cornerstone Wealth Management
Missouri
$3.37M -$19.6K -327 -0.6%
SWP
144
Summit Wealth Partners
Florida
$3.37M +$293K +4,876 +10%
GWANC
145
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.37M +$157K +2,617 +5%
CFG
146
Citizens Financial Group
Rhode Island
$3.36M -$434K -7,236 -11%
RA
147
RFG Advisory
Alabama
$3.28M +$759K +12,657 +30%
SWP
148
Stone Wealth Partners
Louisiana
$3.24M +$3.24M +54,064 New
AAP
149
Arax Advisory Partners
Colorado
$3.21M +$3.21M +53,573 New
BEI
150
Benjamin Edwards Inc
Missouri
$3.15M -$417K -6,957 -12%