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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
ZI
151
ZEGA Investments
Florida
$2.99M +$67.7K +1,130 +2%
GWANC
152
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.98M +$143K +2,383 +5%
FHC
153
First Heartland Consultants
Missouri
$2.98M +$844K +14,083 +40%
CF
154
Claris Financial
Virginia
$2.97M -$675K -11,269 -19%
KWM
155
Kaydan Wealth Management
Michigan
$2.96M +$2.96M +49,483 New
AAP
156
Arax Advisory Partners
Colorado
$2.89M -$297K -4,952 -9%
AWA
157
Arkadios Wealth Advisors
Georgia
$2.89M +$976K +16,292 +51%
CCFM
158
Clear Creek Financial Management
Washington
$2.87M +$1.08M +18,075 +61%
RA
159
RFG Advisory
Alabama
$2.87M -$356K -5,941 -11%
BPA
160
Beacon Pointe Advisors
California
$2.78M -$187K -3,127 -6%
IAIM
161
International Assets Investment Management
Florida
$2.77M -$194K -3,245 -7%
GSWM
162
Golden State Wealth Management
California
$2.73M -$173K -2,893 -6%
KCFA
163
Key Client Fiduciary Advisors
New Jersey
$2.7M +$140K +2,336 +5%
FAIM
164
Financial Advocates Investment Management
Washington
$2.67M -$1.09M -18,116 -29%
MW
165
Maia Wealth
Colorado
$2.66M -$360K -6,018 -12%
PVI
166
Pine Valley Investments
New Jersey
$2.66M -$627K -10,471 -19%
BNP Paribas Financial Markets
167
BNP Paribas Financial Markets
France
$2.61M +$167K +2,780 +7%
SA
168
Sovran Advisors
California
$2.54M +$2.21M +36,861 +669%
LSIA
169
LaSalle St. Investment Advisors
Illinois
$2.53M -$69.5K -1,161 -3%
GLR
170
Great Lakes Retirement
Ohio
$2.51M +$245K +4,095 +11%
PS
171
Principal Securities
Iowa
$2.47M -$7.25K -121 -0.3%
BAM
172
Bellevue Asset Management
Washington
$2.36M +$156K +2,596 +7%
LSA
173
Lion Street Advisors
Texas
$2.31M +$222K +3,711 +11%
BFA
174
Beacon Financial Advisory
Ohio
$2.23M +$26.1K +435 +1%
PWM
175
Purus Wealth Management
California
$2.23M -$48.8K -815 -2%

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.