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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

422 hedge funds and large institutions have $4.82B invested in First Trust Enhanced Short Maturity ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 158 increasing their positions, 187 reducing their positions, and 31 closing their positions.

Holders
422
Holders Change
-12
Holders Change %
-2.76%
% of All Funds
5.73%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.5%
New
33
Increased
158
Reduced
187
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$802M
2
CAM
2
Concorde Asset Management
Michigan
$69.7M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$70.7M
4
Raymond James Financial
4
Raymond James Financial
Florida
$191M
5
HAFG
5
Hansen & Associates Financial Group
California
$77M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$201M
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$72.4M
4
GWM
4
GDS Wealth Management
Texas
$33.5M
5
CAS
5
Coppell Advisory Solutions
Texas
$17.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$802M 13,394,080 +1,169,335 +10%
LPL Financial
2
LPL Financial
California
$547M 9,141,990 +282,700 +3%
Wells Fargo
3
Wells Fargo
California
$435M 7,268,458 -214,767 -3%
UBS Group
4
UBS Group
Switzerland
$201M 3,355,840 -504,864 -13%
Raymond James Financial
5
Raymond James Financial
Florida
$191M 3,192,327 +600,198 +23%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$158M 2,637,594 +298,239 +13%
Bank of America
7
Bank of America
North Carolina
$143M 2,391,117 -65,945 -3%
BI
8
Bramshill Investments
Florida
$108M 1,798,647 +164,416 +10%
Renaissance Technologies
9
Renaissance Technologies
New York
$90.9M 1,519,844 +130,444 +9%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$86.6M 1,447,685 -84,364 -6%
HAFG
11
Hansen & Associates Financial Group
California
$77M 1,285,331 +431,915 +51%
Osaic Holdings
12
Osaic Holdings
Arizona
$72.4M 1,208,983 -341,130 -22%
CAG
13
Csenge Advisory Group
Florida
$70.9M 1,183,880 +55,898 +5%
First Trust Advisors
14
First Trust Advisors
Illinois
$70.7M 1,180,959 +1,052,906 +822%
CAM
15
Concorde Asset Management
Michigan
$69.7M 1,165,643 +1,078,906 +1,244%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$64.9M 1,085,250 +46,237 +4%
Stifel Financial
17
Stifel Financial
Missouri
$59.7M 997,938 +55,317 +6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$53.3M 891,249 -40,611 -4%
IA
19
IFP Advisors
Florida
$46.1M 770,064 +417,113 +118%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$41.8M 697,847 -29,567 -4%
GWM
21
GDS Wealth Management
Texas
$33.5M 559,630 -277,633 -33%
Truist Financial
22
Truist Financial
North Carolina
$31.1M 520,287 +2,915 +0.6%
Mariner
23
Mariner
Kansas
$28.7M 480,233 -83,708 -15%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$28.6M 477,801 +34,830 +8%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$26.1M 436,040 +46,969 +12%
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