FTSM icon

First Trust Enhanced Short Maturity ETF

413 hedge funds and large institutions have $4.75B invested in First Trust Enhanced Short Maturity ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 154 increasing their positions, 184 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

14% less funds holding in top 10

Funds holding in top 10: 3732 (-5)

16% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 184

Holders
413
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
176
BlueChip Wealth Advisors
Georgia
$2.13M
BRWA
177
B. Riley Wealth Advisors
Florida
$2.08M
AIM
178
Advyzon Investment Management
Illinois
$2.07M
FCM
179
Family Capital Management
Michigan
$2.07M
ISFAN
180
Investor's Fiduciary Advisor Network
Washington
$1.99M
SI
181
Stephens Inc
Arkansas
$1.99M
CWP
182
Core Wealth Partners
California
$1.98M
PTC
183
Private Trust Company
Ohio
$1.96M
SF
184
Summit Financial
New Jersey
$1.95M
GWM
185
Geneos Wealth Management
Colorado
$1.91M
BAS
186
Brueske Advisory Services
Washington
$1.88M
NS
187
NBC Securities
Alabama
$1.85M
IAS
188
Insigneo Advisory Services
Florida
$1.84M
WWA
189
WCG Wealth Advisors
Nevada
$1.79M
CAM
190
Cresset Asset Management
Illinois
$1.76M
GWMR
191
GC Wealth Management RIA
Massachusetts
$1.75M
GM
192
GeoWealth Management
Illinois
$1.75M
AssetMark Inc
193
AssetMark Inc
California
$1.74M
IA
194
IFG Advisory
Georgia
$1.73M
GLA
195
Good Life Advisors
Pennsylvania
$1.72M
QCIG
196
Quad-Cities Investment Group
Iowa
$1.71M
3F
197
360 Financial
Minnesota
$1.7M
GWP
198
Gateway Wealth Partners
Wisconsin
$1.7M
FIA
199
Foundations Investment Advisors
Arizona
$1.63M
CSP
200
Cary Street Partners
Virginia
$1.62M