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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
CPA
176
Clear Point Advisors
New York
$2.2M -$20.8K -348 -0.9%
WF
177
Welch & Forbes
Massachusetts
$2.18M -$9.52K -159 -0.4%
AO
178
Advisor OS
Illinois
$2.17M -$1.84M -30,654 -46%
KWS
179
Keystone Wealth Services
California
$2.15M +$380K +6,341 +21%
AWA
180
Authentikos Wealth Advisory
California
$2.14M +$1.17M +19,467 +120%
BWA
181
BlueChip Wealth Advisors
Georgia
$2.13M -$25.5K -425 -1%
BRWA
182
B. Riley Wealth Advisors
Florida
$2.08M +$2.08M +34,707 New
AIM
183
Advyzon Investment Management
Illinois
$2.07M -$180K -3,009 -8%
FCM
184
Family Capital Management
Michigan
$2.07M -$13.9K -232 -0.7%
ISFAN
185
Investor's Fiduciary Advisor Network
Washington
$1.99M +$94.4K +1,576 +5%
SI
186
Stephens Inc
Arkansas
$1.99M +$248K +4,147 +14%
CWP
187
Core Wealth Partners
California
$1.98M -$958K -15,988 -33%
PTC
188
Private Trust Company
Ohio
$1.96M -$461K -7,690 -19%
SF
189
Summit Financial
New Jersey
$1.95M -$698K -11,657 -26%
GWM
190
Geneos Wealth Management
Colorado
$1.91M -$1.45M -24,223 -43%
BAS
191
Brueske Advisory Services
Washington
$1.88M -$105K -1,760 -5%
NS
192
NBC Securities
Alabama
$1.85M +$62.5K +1,044 +3%
IAS
193
Insigneo Advisory Services
Florida
$1.84M
WWA
194
WCG Wealth Advisors
Nevada
$1.79M +$60 +1 +0%
GWMR
195
GC Wealth Management RIA
Massachusetts
$1.75M -$400K -6,673 -19%
GM
196
GeoWealth Management
Illinois
$1.75M -$400K -6,673 -19%
AssetMark Inc
197
AssetMark Inc
California
$1.74M +$212K +3,533 +14%
IA
198
IFG Advisory
Georgia
$1.73M -$396K -6,619 -19%
GLA
199
Good Life Advisors
Pennsylvania
$1.72M -$14.7K -246 -0.8%
QCIG
200
Quad-Cities Investment Group
Iowa
$1.71M -$103K -1,723 -6%

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.