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First Trust Enhanced Short Maturity ETF
FTSM

399 hedge funds and large institutions have $4.64B invested in First Trust Enhanced Short Maturity ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 146 increasing their positions, 184 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% less ownership

Funds ownership: 75.76% → 75.22% (-0.53%)

3% less capital invested

Capital invested by funds: $4.8B → $4.64B (-$159M)

4% less funds holding

Funds holding: 417 → 399 (-18)

21% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 184

23% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 43

24% less funds holding in top 10

Funds holding in top 10: 33 → 25 (-8)

Holders
399
Holders Change
-18
Holders Change %
-4.32%
% of All Funds
5.24%
Holding in Top 10
25
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-24.24%
% of All Funds
0.33%
New
33
Increased
146
Reduced
184
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$30.5M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$23.8M
3
SFWA
Summit Financial Wealth Advisors
Louisiana
+$20M
4
CAG
Csenge Advisory Group
Florida
+$17.7M
5
LPL Financial
LPL Financial
California
+$17M

Top Sellers

1
BI
Bramshill Investments
Florida
-$82.6M
2
PA
Paragon Advisors
Texas
-$62.8M
3
First Trust Advisors
First Trust Advisors
Illinois
-$24.3M
4
IA
IFP Advisors
Florida
-$23.7M
5
HAFG
Hansen & Associates Financial Group
California
-$18.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
176
Family Capital Management
Michigan
$2.02M -$49.1K -818 -2%
GWM
177
Geneos Wealth Management
Colorado
$2.01M +$100K +1,667 +5%
PS
178
Principal Securities
Iowa
$1.86M -$604K -10,066 -24%
IAS
179
Insigneo Advisory Services
Florida
$1.78M -$54K -900 -3%
IWM
180
Iams Wealth Management
Nebraska
$1.78M +$1.79M +29,758 New
CAM
181
Cresset Asset Management
Illinois
$1.78M +$357K +5,945 +25%
MW
182
Maia Wealth
Colorado
$1.74M -$927K -15,452 -35%
WWA
183
WCG Wealth Advisors
Nevada
$1.71M -$80.6K -1,343 -4%
3F
184
360 Financial
Minnesota
$1.71M +$11.4K +190 +0.7%
NGA
185
Naples Global Advisors
Florida
$1.71M +$549K +9,150 +48%
PSFG
186
Park Square Financial Group
Georgia
$1.67M -$1.39M -23,115 -45%
QCIG
187
Quad-Cities Investment Group
Iowa
$1.67M -$48.7K -812 -3%
HF
188
HRT Financial
New York
$1.67M +$1.67M +27,796 New
AIM
189
Advyzon Investment Management
Illinois
$1.66M -$417K -6,957 -20%
IWM
190
IHT Wealth Management
Illinois
$1.65M +$35.8K +596 +2%
SOS
191
Silver Oak Securities
Tennessee
$1.64M +$87.6K +1,461 +6%
CPIG
192
Chicago Partners Investment Group
Illinois
$1.63M +$109K +1,813 +7%
PTC
193
Private Trust Company
Ohio
$1.62M -$334K -5,570 -17%
FTUS
194
Flow Traders U.S.
New York
$1.6M +$1.6M +26,683 New
CCM
195
Condor Capital Management
New Jersey
$1.6M – – –
VAG
196
VisionPoint Advisory Group
Texas
$1.59M +$116K +1,933 +8%
SA
197
Scarborough Advisors
Maryland
$1.57M +$2.4K +40 +0.2%
OC
198
Opinicus Capital
Florida
$1.57M +$789K +13,152 +100%
AWM
199
Apollon Wealth Management
South Carolina
$1.54M +$1.54M +25,664 New
VDI
200
Vaughan David Investments
Illinois
$1.5M – – –
6 7
8
9 10

FTSM Hedge Fund Activity: Q3 2025 in Review

399 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q3 2025, worth a combined $4.64B — down 3.3% from $4.8B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of FTSM and 33 opened new positions — a net loss of 10 holders — while 184 trimmed existing stakes and 146 added.

The largest buyer was Wells Fargo, adding an estimated $30.5M. The largest seller was Bramshill Investments, exiting entirely with an estimated $82.6M sold.

  • 399 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q3 2025, down from 417 in Q2 2025.
  • Funds reported $4.64B of First Trust Enhanced Short Maturity ETF stock for Q3 2025, down 3.3% quarter-over-quarter.
  • 33 funds opened new First Trust Enhanced Short Maturity ETF positions in Q3 2025 and 43 closed out, a net change of -10 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q3 2025 was Wells Fargo, an estimated $30.5M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q3 2025 was Bramshill Investments, an estimated $82.6M sold.

Based on aggregated 13F filings for Q3 2025.