We are live on ! Find out more
FTSM icon

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
GWP
201
Gateway Wealth Partners
Wisconsin
$1.57M +$278K +4,639 +22%
SA
202
Scarborough Advisors
Maryland
$1.53M -$40.6K -678 -3%
AssetMark Inc
203
AssetMark Inc
California
$1.53M +$22.3K +372 +1%
WS
204
Wedbush Securities
California
$1.53M -$54.6K -912 -3%
CPIG
205
Chicago Partners Investment Group
Illinois
$1.5M -$14.6K -243 -1%
SOS
206
Silver Oak Securities
Tennessee
$1.45M +$7.97K +133 +0.6%
GSEP
207
Golden State Equity Partners
California
$1.44M -$45K -751 -3%
LMKC
208
L.M. Kohn & Company
Ohio
$1.39M +$27.5K +459 +2%
WA
209
Waverly Advisors
Alabama
$1.38M +$818K +13,658 +144%
IWM
210
IHT Wealth Management
Illinois
$1.38M -$51.6K -861 -4%
UCI
211
Uncommon Cents Investing
Wisconsin
$1.37M +$4.49K +75 +0.3%
WFS
212
Weitzel Financial Services
Iowa
$1.36M -$1.26M -21,030 -90%
KF
213
KKM Financial
Illinois
$1.34M -$3K -50 -0.2%
GCWM
214
Guided Capital Wealth Management
Texas
$1.32M -$5.61M -93,645 -81%
MFN
215
Midwest Financial Network
Illinois
$1.32M +$156K +2,605 +13%
Susquehanna International Group
216
Susquehanna International Group
Pennsylvania
$1.29M +$1.3M +21,626 New
CSP
217
Cary Street Partners
Virginia
$1.28M +$952K +15,888 +287%
WWA
218
Wisconsin Wealth Advisors
Wisconsin
$1.22M +$166K +2,772 +16%
LIA
219
Luken Investment Analytics
Tennessee
$1.21M -$2.14M -35,679 -64%
CA
220
Cambridge Advisors
Nebraska
$1.2M -$1.02K -17 -0.1%
KNW
221
Kesler Norman & Wride
Utah
$1.2M -$13.3K -222 -1%
MWM
222
Maridea Wealth Management
New York
$1.18M -$562K -9,389 -32%
FMTC
223
Farmers & Merchants Trust Company
California
$1.17M +$539 +9 +0%
MCM
224
Monument Capital Management
Virginia
$1.17M -$168K -2,813 -13%
BIG
225
Brookwood Investment Group
Arizona
$1.16M +$1.17M +19,460 New

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.