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First Trust Enhanced Short Maturity ETF
FTSM

399 hedge funds and large institutions have $4.64B invested in First Trust Enhanced Short Maturity ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 146 increasing their positions, 184 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% less ownership

Funds ownership: 75.76% → 75.22% (-0.53%)

3% less capital invested

Capital invested by funds: $4.8B → $4.64B (-$159M)

4% less funds holding

Funds holding: 417 → 399 (-18)

21% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 184

23% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 43

24% less funds holding in top 10

Funds holding in top 10: 33 → 25 (-8)

Holders
399
Holders Change
-18
Holders Change %
-4.32%
% of All Funds
5.24%
Holding in Top 10
25
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-24.24%
% of All Funds
0.33%
New
33
Increased
146
Reduced
184
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$30.5M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$23.8M
3
SFWA
Summit Financial Wealth Advisors
Louisiana
+$20M
4
CAG
Csenge Advisory Group
Florida
+$17.7M
5
LPL Financial
LPL Financial
California
+$17M

Top Sellers

1
BI
Bramshill Investments
Florida
-$82.6M
2
PA
Paragon Advisors
Texas
-$62.8M
3
First Trust Advisors
First Trust Advisors
Illinois
-$24.3M
4
IA
IFP Advisors
Florida
-$23.7M
5
HAFG
Hansen & Associates Financial Group
California
-$18.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$797M -$2.61M -43,552 -0.3%
LPL Financial
2
LPL Financial
California
$562M +$17M +282,634 +3%
Wells Fargo
3
Wells Fargo
California
$466M +$30.5M +507,704 +7%
UBS Group
4
UBS Group
Switzerland
$189M -$7.43M -123,851 -4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$177M +$4.84M +80,608 +3%
Raymond James Financial
6
Raymond James Financial
Florida
$151M -$4.16M -69,395 -3%
Bank of America
7
Bank of America
North Carolina
$145M -$4.52M -75,295 -3%
CAG
8
Csenge Advisory Group
Florida
$112M +$17.7M +294,703 +19%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$107M +$23.8M +395,992 +29%
Osaic Holdings
10
Osaic Holdings
Arizona
$70.4M +$1.72M +28,677 +3%
Stifel Financial
11
Stifel Financial
Missouri
$66.2M +$1.47M +24,576 +2%
First Trust Advisors
12
First Trust Advisors
Illinois
$62.2M -$24.3M -404,387 -28%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$53.1M -$9.99M -166,562 -16%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$51.4M -$1.11M -18,583 -2%
HAFG
15
Hansen & Associates Financial Group
California
$44.7M -$18.2M -303,214 -29%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$39.3M -$8.37M -139,597 -18%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$37.5M -$128K -2,135 -0.3%
TAM
18
Tucker Asset Management
Colorado
$37.2M -$1.62M -27,053 -4%
GI
19
Gradient Investments
Minnesota
$36.3M +$11M +182,583 +43%
Truist Financial
20
Truist Financial
North Carolina
$33.8M +$1.68M +27,997 +5%
Mariner
21
Mariner
Kansas
$29.5M -$777K -12,952 -3%
SPIA
22
Steward Partners Investment Advisory
New York
$27.2M +$3.61M +60,225 +15%
GWM
23
GDS Wealth Management
Texas
$25.1M +$8.46M +140,991 +51%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$24.9M -$912K -15,199 -4%
CAS
25
Coppell Advisory Solutions
Texas
$24.2M +$6.18M +103,077 +34%
1
2 3 4 5

FTSM Hedge Fund Activity: Q3 2025 in Review

399 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q3 2025, worth a combined $4.64B — down 3.3% from $4.8B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of FTSM and 33 opened new positions — a net loss of 10 holders — while 184 trimmed existing stakes and 146 added.

The largest buyer was Wells Fargo, adding an estimated $30.5M. The largest seller was Bramshill Investments, exiting entirely with an estimated $82.6M sold.

  • 399 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q3 2025, down from 417 in Q2 2025.
  • Funds reported $4.64B of First Trust Enhanced Short Maturity ETF stock for Q3 2025, down 3.3% quarter-over-quarter.
  • 33 funds opened new First Trust Enhanced Short Maturity ETF positions in Q3 2025 and 43 closed out, a net change of -10 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q3 2025 was Wells Fargo, an estimated $30.5M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q3 2025 was Bramshill Investments, an estimated $82.6M sold.

Based on aggregated 13F filings for Q3 2025.