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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
3F
201
360 Financial
Minnesota
$1.7M +$11.4K +190 +0.7%
GWP
202
Gateway Wealth Partners
Wisconsin
$1.7M +$128K +2,139 +8%
FIA
203
Foundations Investment Advisors
Arizona
$1.63M -$317K -5,296 -16%
CSP
204
Cary Street Partners
Virginia
$1.62M +$341K +5,687 +27%
WS
205
Wedbush Securities
California
$1.62M +$88.8K +1,482 +6%
IWM
206
IHT Wealth Management
Illinois
$1.61M +$233K +3,888 +17%
CCM
207
Condor Capital Management
New Jersey
$1.6M
SA
208
Scarborough Advisors
Maryland
$1.57M +$37K +617 +2%
SOS
209
Silver Oak Securities
Tennessee
$1.55M +$101K +1,679 +7%
CPIG
210
Chicago Partners Investment Group
Illinois
$1.52M +$16.4K +273 +1%
HA
211
Herold Advisors
New York
$1.51M -$236K -3,947 -14%
VDI
212
Vaughan David Investments
Illinois
$1.5M +$1.5M +25,000 New
VAG
213
VisionPoint Advisory Group
Texas
$1.47M +$1.47M +24,609 New
Envestnet Portfolio Solutions
214
Envestnet Portfolio Solutions
Illinois
$1.43M -$191K -3,181 -12%
CAM
215
Cresset Asset Management
Illinois
$1.42M +$456K +7,616 +47%
WH
216
Willner & Heller
California
$1.41M +$256K +4,277 +22%
TYCC
217
Texas Yale Capital Corp
Florida
$1.39M -$1.98M -33,090 -59%
MFN
218
Midwest Financial Network
Illinois
$1.39M +$62K +1,035 +5%
UCI
219
Uncommon Cents Investing
Wisconsin
$1.32M -$44.9K -750 -3%
CPRC
220
Consolidated Portfolio Review Corp
New York
$1.31M +$1,000K +16,686 +321%
GSEP
221
Golden State Equity Partners
California
$1.31M -$135K -2,254 -9%
CIA
222
Concurrent Investment Advisors
Florida
$1.3M +$180K +3,011 +16%
WWA
223
Wisconsin Wealth Advisors
Wisconsin
$1.27M +$56.9K +950 +5%
WFS
224
Weitzel Financial Services
Iowa
$1.25M +$1.12M +18,630 +823%
MMA
225
Miracle Mile Advisors
California
$1.24M +$1.24M +20,631 New

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.