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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

412 hedge funds and large institutions have $4.75B invested in First Trust Enhanced Short Maturity ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 153 increasing their positions, 184 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
-10
Holders Change %
-2.37%
% of All Funds
5.53%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.43%
New
32
Increased
153
Reduced
184
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
1
Paragon Advisors
Texas
$63.8M
2
CAG
2
Csenge Advisory Group
Florida
$93.7M
3
P
3
&Partners
Tennessee
$20M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$86.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$172M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$0
2
Raymond James Financial
2
Raymond James Financial
Florida
$155M
3
BI
3
Bramshill Investments
Florida
$82.6M
4
GWM
4
GDS Wealth Management
Texas
$16.6M
5
HAFG
5
Hansen & Associates Financial Group
California
$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
151
Claris Financial
Virginia
$2.97M -$675K -11,269 -19%
KWM
152
Kaydan Wealth Management
Michigan
$2.96M +$2.96M +49,483 New
AAP
153
Arax Advisory Partners
Colorado
$2.89M -$296K -4,952 -9%
AWA
154
Arkadios Wealth Advisors
Georgia
$2.89M +$975K +16,292 +51%
CCFM
155
Clear Creek Financial Management
Washington
$2.87M +$1.08M +18,075 +61%
RA
156
RFG Advisory
Alabama
$2.87M -$356K -5,941 -11%
BPA
157
Beacon Pointe Advisors
California
$2.78M -$187K -3,127 -6%
IAIM
158
International Assets Investment Management
Florida
$2.77M -$194K -3,245 -7%
GSWM
159
Golden State Wealth Management
California
$2.73M -$173K -2,893 -6%
KCFA
160
Key Client Fiduciary Advisors
New Jersey
$2.7M +$140K +2,336 +5%
FAIM
161
Financial Advocates Investment Management
Washington
$2.67M -$1.08M -18,116 -29%
MW
162
Maia Wealth
Colorado
$2.66M -$360K -6,018 -12%
BNP Paribas Financial Markets
163
BNP Paribas Financial Markets
France
$2.61M +$166K +2,780 +7%
SA
164
Sovran Advisors
California
$2.54M +$2.21M +36,861 +669%
LSIA
165
LaSalle St. Investment Advisors
Illinois
$2.53M -$69.5K -1,161 -3%
GLR
166
Great Lakes Retirement
Ohio
$2.51M +$246K +4,095 +11%
PS
167
Principal Securities
Iowa
$2.47M -$7.24K -121 -0.3%
BAM
168
Bellevue Asset Management
Washington
$2.36M +$155K +2,596 +7%
LSA
169
Lion Street Advisors
Texas
$2.31M +$222K +3,711 +11%
BFA
170
Beacon Financial Advisory
Ohio
$2.23M +$26K +435 +1%
PWM
171
Purus Wealth Management
California
$2.23M -$48.8K -815 -2%
CPA
172
Clear Point Advisors
New York
$2.2M -$20.8K -348 -0.9%
WF
173
Welch & Forbes
Massachusetts
$2.18M -$9.52K -159 -0.4%
AO
174
Advisor OS
Illinois
$2.17M -$1.84M -30,654 -46%
KWS
175
Keystone Wealth Services
California
$2.15M +$380K +6,341 +21%
5 6
7
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