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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
Morgan Stanley
1
Morgan Stanley
New York
$799M -$2.68M -44,677 -0.3%
LPL Financial
2
LPL Financial
California
$544M -$3M -50,073 -0.5%
Wells Fargo
3
Wells Fargo
California
$435M +$87.5K +1,461 +0%
UBS Group
4
UBS Group
Switzerland
$196M -$4.55M -75,884 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$172M +$13.7M +228,920 +9%
Raymond James Financial
6
Raymond James Financial
Florida
$155M -$36.3M -605,419 -19%
Bank of America
7
Bank of America
North Carolina
$150M +$6.59M +110,033 +5%
CAG
8
Csenge Advisory Group
Florida
$93.7M +$22.9M +382,650 +32%
First Trust Advisors
9
First Trust Advisors
Illinois
$86.4M +$15.7M +261,933 +22%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$82.8M -$3.83M -63,949 -4%
BI
11
Bramshill Investments
Florida
$82.6M -$25.1M -418,952 -23%
Osaic Holdings
12
Osaic Holdings
Arizona
$68.6M -$3.77M -62,936 -5%
Stifel Financial
13
Stifel Financial
Missouri
$64.7M +$4.97M +82,937 +8%
PA
14
Paragon Advisors
Texas
$63.8M +$63.8M +1,065,893 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$63M -$1.97M -32,955 -3%
HAFG
16
Hansen & Associates Financial Group
California
$63M -$14.2M -236,734 -18%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$52.5M -$881K -14,712 -2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$47.7M +$5.89M +98,367 +14%
IA
19
IFP Advisors
Florida
$45.3M -$783K -13,074 -2%
TAM
20
Tucker Asset Management
Colorado
$38.8M -$39.1M -652,071 -50%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$37.6M +$9.02M +150,500 +31%
Truist Financial
22
Truist Financial
North Carolina
$32.1M +$990K +16,530 +3%
Mariner
23
Mariner
Kansas
$30.2M +$1.48M +24,742 +5%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$25.8M -$326K -5,434 -1%
GI
25
Gradient Investments
Minnesota
$25.3M -$229K -3,818 -0.9%

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.