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

Top Sellers

1
UBS Group
UBS Group
Switzerland
$201M
2
IAA
Independent Advisor Alliance
North Carolina
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$72.4M
4
GWM
GDS Wealth Management
Texas
$33.5M
5
CAS
Coppell Advisory Solutions
Texas
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAS
176
Brueske Advisory Services
Washington
$1.98M -$17.2K -288 -0.9%
GSC
177
G&S Capital
Colorado
$1.98M +$82.3K +1,376 +4%
FIA
178
Foundations Investment Advisors
Arizona
$1.95M -$1.51M -25,209 -44%
AWA
179
Arkadios Wealth Advisors
Georgia
$1.91M +$132K +2,209 +7%
ISFAN
180
Investor's Fiduciary Advisor Network
Washington
$1.9M -$49.5K -828 -3%
FFA
181
Farther Finance Advisors
California
$1.88M +$43.7K +730 +2%
IAS
182
Insigneo Advisory Services
Florida
$1.84M -$521K -8,700 -22%
QCIG
183
Quad-Cities Investment Group
Iowa
$1.82M -$3.89K -65 -0.2%
WWA
184
WCG Wealth Advisors
Nevada
$1.79M -$152K -2,545 -8%
CCFM
185
Clear Creek Financial Management
Washington
$1.79M +$251K +4,187 +16%
NS
186
NBC Securities
Alabama
$1.79M +$1.78M +29,812 +110,415%
KWS
187
Keystone Wealth Services
California
$1.77M +$42.2K +706 +2%
HA
188
Herold Advisors
New York
$1.74M +$1.15M +19,220 +194%
SI
189
Stephens Inc
Arkansas
$1.74M -$118K -1,965 -6%
GLA
190
Good Life Advisors
Pennsylvania
$1.74M -$27.2K -455 -2%
3F
191
360 Financial
Minnesota
$1.69M +$252K +4,213 +18%
Envestnet Portfolio Solutions
192
Envestnet Portfolio Solutions
Illinois
$1.62M +$147K +2,451 +10%
VAS
193
Vestmark Advisory Solutions
Massachusetts
$1.61M +$198K +3,317 +14%
ARC
194
Advisor Resource Council
Texas
$1.6M +$1.6M +26,694 New
CCM
195
Condor Capital Management
New Jersey
$1.6M – – –
SH
196
SLT Holdings
Arizona
$1.59M -$927K -15,493 -37%
GWP
197
Gateway Wealth Partners
Wisconsin
$1.57M +$278K +4,639 +22%
SA
198
Scarborough Advisors
Maryland
$1.53M -$40.6K -678 -3%
AssetMark Inc
199
AssetMark Inc
California
$1.53M +$22.3K +372 +1%
WS
200
Wedbush Securities
California
$1.53M -$54.6K -912 -3%
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