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First Trust Enhanced Short Maturity ETF

428 hedge funds and large institutions have $4.92B invested in First Trust Enhanced Short Maturity ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 160 increasing their positions, 190 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 3638 (+2)

5% more capital invested

Capital invested by funds: $4.68B → $4.92B (+$235M)

10% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 31

0.21% less ownership

Funds ownership: 77.46%77.25% (-0.21%)

2% less funds holding

Funds holding: 436428 (-8)

16% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 190

Holders
428
Holders Change
-8
Holders Change %
-1.83%
% of All Funds
5.74%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.51%
New
34
Increased
160
Reduced
190
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
176
First Heartland Consultants
Missouri
$2.13M -$4.79K -80 -0.2%
IA
177
IFG Advisory
Georgia
$2.12M -$257K -4,295 -11%
LSA
178
Lion Street Advisors
Texas
$2.09M +$141K +2,356 +7%
FCM
179
Family Capital Management
Michigan
$2.08M -$100K -1,670 -5%
BAS
180
Brueske Advisory Services
Washington
$1.98M -$17.3K -288 -0.9%
GSC
181
G&S Capital
Colorado
$1.98M +$82.4K +1,376 +4%
FIA
182
Foundations Investment Advisors
Arizona
$1.95M -$1.51M -25,209 -44%
AWA
183
Arkadios Wealth Advisors
Georgia
$1.91M +$132K +2,209 +7%
ISFAN
184
Investor's Fiduciary Advisor Network
Washington
$1.9M -$49.6K -828 -3%
FFA
185
Farther Finance Advisors
California
$1.88M +$43.7K +730 +2%
IAS
186
Insigneo Advisory Services
Florida
$1.84M -$521K -8,700 -22%
QCIG
187
Quad-Cities Investment Group
Iowa
$1.82M -$3.89K -65 -0.2%
WWA
188
WCG Wealth Advisors
Nevada
$1.79M -$152K -2,545 -8%
CCFM
189
Clear Creek Financial Management
Washington
$1.79M +$251K +4,187 +16%
NS
190
NBC Securities
Alabama
$1.78M +$1.79M +29,812 +110,415%
KWS
191
Keystone Wealth Services
California
$1.77M +$42.3K +706 +2%
HA
192
Herold Advisors
New York
$1.74M +$1.15M +19,220 +194%
SI
193
Stephens Inc
Arkansas
$1.74M -$118K -1,965 -6%
GLA
194
Good Life Advisors
Pennsylvania
$1.74M -$27.3K -455 -2%
3F
195
360 Financial
Minnesota
$1.69M +$252K +4,213 +18%
Envestnet Portfolio Solutions
196
Envestnet Portfolio Solutions
Illinois
$1.62M +$147K +2,451 +10%
VAS
197
Vestmark Advisory Solutions
Massachusetts
$1.61M +$199K +3,317 +14%
ARC
198
Advisor Resource Council
Texas
$1.6M +$1.6M +26,694 New
CCM
199
Condor Capital Management
New Jersey
$1.6M
SH
200
SLT Holdings
Arizona
$1.59M -$928K -15,493 -37%

FTSM Hedge Fund Activity: Q1 2025 in Review

428 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q1 2025, worth a combined $4.92B — up 5% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FTSM positions and 31 closed out — a net gain of 3 holders — while 160 added to existing stakes and 190 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70M. The largest seller was UBS Group, cutting an estimated $30.2M.

  • 428 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q1 2025, down from 436 in Q4 2024.
  • Funds reported $4.92B of First Trust Enhanced Short Maturity ETF stock for Q1 2025, up 5% quarter-over-quarter.
  • 34 funds opened new First Trust Enhanced Short Maturity ETF positions in Q1 2025 and 31 closed out, a net change of +3 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q1 2025 was Morgan Stanley, an estimated $70M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q1 2025 was UBS Group, an estimated $30.2M sold.

Based on aggregated 13F filings for Q1 2025.