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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
Morgan Stanley
1
Morgan Stanley
New York
$802M +$70M +1,169,335 +10%
LPL Financial
2
LPL Financial
California
$547M +$16.9M +282,700 +3%
Wells Fargo
3
Wells Fargo
California
$435M -$12.9M -214,767 -3%
UBS Group
4
UBS Group
Switzerland
$201M -$30.2M -504,864 -13%
Raymond James Financial
5
Raymond James Financial
Florida
$191M +$35.9M +600,198 +23%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$158M +$17.9M +298,239 +13%
Bank of America
7
Bank of America
North Carolina
$143M -$3.95M -65,945 -3%
BI
8
Bramshill Investments
Florida
$108M +$9.85M +164,416 +10%
Renaissance Technologies
9
Renaissance Technologies
New York
$90.9M +$7.81M +130,444 +9%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$86.6M -$5.05M -84,364 -6%
TAM
11
Tucker Asset Management
Colorado
$77.8M +$17M +283,261 +28%
HAFG
12
Hansen & Associates Financial Group
California
$77M +$25.9M +431,915 +51%
Osaic Holdings
13
Osaic Holdings
Arizona
$72.4M -$20.4M -341,130 -22%
CAG
14
Csenge Advisory Group
Florida
$70.9M +$3.35M +55,898 +5%
First Trust Advisors
15
First Trust Advisors
Illinois
$70.7M +$63.1M +1,052,906 +822%
CAM
16
Concorde Asset Management
Michigan
$69.7M +$64.6M +1,078,906 +1,244%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$64.9M +$2.77M +46,237 +4%
Stifel Financial
18
Stifel Financial
Missouri
$59.7M +$3.31M +55,317 +6%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$53.3M -$2.43M -40,611 -4%
IA
20
IFP Advisors
Florida
$46.1M +$25M +417,113 +118%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$41.8M -$1.77M -29,567 -4%
GWM
22
GDS Wealth Management
Texas
$33.5M -$16.6M -277,633 -33%
Truist Financial
23
Truist Financial
North Carolina
$31.1M +$175K +2,915 +0.6%
Mariner
24
Mariner
Kansas
$28.7M -$5.01M -83,708 -15%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$28.6M +$2.09M +34,830 +8%

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.