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First Trust Enhanced Short Maturity ETF

401 hedge funds and large institutions have $4.76B invested in First Trust Enhanced Short Maturity ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 156 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 33

32% more funds holding in top 10

Funds holding in top 10: 2533 (+8)

1.04% more ownership

Funds ownership: 75.22%76.27% (+1%)

4% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 156

3% more capital invested

Capital invested by funds: $4.64B → $4.76B (+$122M)

1% more funds holding

Funds holding: 399401 (+2)

Holders
401
Holders Change
+2
Holders Change %
+0.5%
% of All Funds
4.88%
Holding in Top 10
33
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+32%
% of All Funds
0.4%
New
44
Increased
163
Reduced
156
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$760M -$37.4M -623,252 -5%
LPL Financial
2
LPL Financial
California
$533M -$28.5M -474,726 -5%
Wells Fargo
3
Wells Fargo
California
$519M +$52.6M +876,866 +11%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$179M +$2.09M +34,833 +1%
UBS Group
5
UBS Group
Switzerland
$171M -$18.2M -303,881 -10%
Raymond James Financial
6
Raymond James Financial
Florida
$151M +$17.6K +294 +0%
Bank of America
7
Bank of America
North Carolina
$141M -$4.12M -68,701 -3%
CAG
8
Csenge Advisory Group
Florida
$112M +$645K +10,743 +0.6%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$107M +$547K +9,122 +0.5%
Stifel Financial
10
Stifel Financial
Missouri
$70.6M +$4.39M +73,192 +7%
Osaic Holdings
11
Osaic Holdings
Arizona
$64.8M -$5.61M -93,525 -8%
BC
12
BDFS Capital
Delaware
$63.3M +$63.4M +1,056,077 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$58.3M +$5.25M +87,479 +10%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$52.9M +$1.45M +24,234 +3%
GWM
15
GDS Wealth Management
Texas
$51.5M +$26.4M +440,329 +105%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$39.8M +$451K +7,512 +1%
GI
17
Gradient Investments
Minnesota
$37.6M +$1.34M +22,373 +4%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$36.9M -$578K -9,636 -2%
TAM
19
Tucker Asset Management
Colorado
$36.9M -$253K -4,222 -0.7%
P
20
&Partners
Tennessee
$35.1M +$13.2M +220,685 +60%
Truist Financial
21
Truist Financial
North Carolina
$34.3M +$461K +7,680 +1%
Mariner
22
Mariner
Kansas
$29.4M -$107K -1,781 -0.4%
SPIA
23
Steward Partners Investment Advisory
New York
$29M +$1.76M +29,284 +6%
KWM
24
Kingsview Wealth Management
Oregon
$26.5M +$3.33M +55,455 +14%
KWM
25
Kaydan Wealth Management
Michigan
$24.9M +$21.6M +360,223 +652%