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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

422 hedge funds and large institutions have $4.82B invested in First Trust Enhanced Short Maturity ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 158 increasing their positions, 187 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
-12
Holders Change %
-2.76%
% of All Funds
5.73%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.5%
New
33
Increased
158
Reduced
187
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$802M
2
CAM
2
Concorde Asset Management
Michigan
$69.7M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$70.7M
4
Raymond James Financial
4
Raymond James Financial
Florida
$191M
5
HAFG
5
Hansen & Associates Financial Group
California
$77M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$201M
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$72.4M
4
GWM
4
GDS Wealth Management
Texas
$33.5M
5
CAS
5
Coppell Advisory Solutions
Texas
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZI
151
ZEGA Investments
Florida
$2.92M +$310K +5,178 +12%
GSWM
152
Golden State Wealth Management
California
$2.9M -$430K -7,179 -13%
GWANC
153
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.84M +$45.6K +762 +2%
SF
154
Summit Financial
New Jersey
$2.64M +$659K +11,006 +33%
P
155
&Partners
Tennessee
$2.63M -$260K -4,334 -9%
LSIA
156
LaSalle St. Investment Advisors
Illinois
$2.6M -$58.6K -980 -2%
KCFA
157
Key Client Fiduciary Advisors
New Jersey
$2.56M +$415K +6,938 +19%
PS
158
Principal Securities
Iowa
$2.47M – – –
BNP Paribas Financial Markets
159
BNP Paribas Financial Markets
France
$2.44M -$456K -7,618 -16%
PTC
160
Private Trust Company
Ohio
$2.41M +$382K +6,376 +19%
GAA
161
Global Assets Advisory
Florida
$2.29M +$1.51M +25,200 +192%
PWM
162
Purus Wealth Management
California
$2.28M +$658K +10,992 +41%
GLR
163
Great Lakes Retirement
Ohio
$2.26M -$134K -2,232 -6%
AIM
164
Advyzon Investment Management
Illinois
$2.25M +$564K +9,420 +33%
CPA
165
Clear Point Advisors
New York
$2.21M +$16K +268 +0.7%
BAM
166
Bellevue Asset Management
Washington
$2.21M +$454K +7,591 +26%
BFA
167
Beacon Financial Advisory
Ohio
$2.21M +$16.5K +276 +0.8%
WF
168
Welch & Forbes
Massachusetts
$2.19M -$64.9K -1,084 -3%
BWA
169
BlueChip Wealth Advisors
Georgia
$2.15M -$5.92K -99 -0.3%
GWMR
170
GC Wealth Management RIA
Massachusetts
$2.15M -$7K -117 -0.3%
GM
171
GeoWealth Management
Illinois
$2.15M -$7K -117 -0.3%
FHC
172
First Heartland Consultants
Missouri
$2.13M -$4.79K -80 -0.2%
IA
173
IFG Advisory
Georgia
$2.12M -$257K -4,295 -11%
LSA
174
Lion Street Advisors
Texas
$2.09M +$141K +2,356 +7%
FCM
175
Family Capital Management
Michigan
$2.08M -$99.9K -1,670 -5%
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