First Trust Enhanced Short Maturity ETF
FTSM
429 hedge funds and large institutions have $5.11B invested in First Trust Enhanced Short Maturity ETF in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 147 increasing their positions, 183 reducing their positions, and 26 closing their positions.
119% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 26
15% more funds holding in top 10
Funds holding in top 10: 34 → 39 (+5)
7% more capital invested
Capital invested by funds: $4.78B → $5.11B (+$330M)
6% more funds holding
Funds holding: 403 → 429 (+26)
2.71% more ownership
Funds ownership: 76.53% → 79.25% (+2.7%)
20% less repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 183
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$152M |
| 2 |
Morgan Stanley
New York
|
+$91.1M |
| 3 |
HAFG
Hansen & Associates Financial Group
Roseville,
California
|
+$47.6M |
| 4 |
BI
Bramshill Investments
Naples,
Florida
|
+$39.3M |
| 5 |
GCWM
Guided Capital Wealth Management
Houston,
Texas
|
+$32.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$43.6M |
| 2 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$23.5M |
| 3 |
LIA
Luken Investment Analytics
Brentwood,
Tennessee
|
-$21.9M |
| 4 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
-$19.2M |
| 5 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
-$14.5M |
FTSM Hedge Fund Activity: Q1 2026 in Review
429 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q1 2026, worth a combined $5.11B — up 6.9% from $4.78B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new FTSM positions and 26 closed out — a net gain of 31 holders — while 147 added to existing stakes and 183 trimmed.
The largest buyer was Concurrent Investment Advisors, adding an estimated $152M. The largest seller was Wells Fargo, cutting an estimated $43.6M.
- 429 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q1 2026, up from 403 in Q4 2025.
- Funds reported $5.11B of First Trust Enhanced Short Maturity ETF stock for Q1 2026, up 6.9% quarter-over-quarter.
- 57 funds opened new First Trust Enhanced Short Maturity ETF positions in Q1 2026 and 26 closed out, a net change of +31 holders.
- The largest First Trust Enhanced Short Maturity ETF buyer in Q1 2026 was Concurrent Investment Advisors, an estimated $152M added.
- The largest First Trust Enhanced Short Maturity ETF seller in Q1 2026 was Wells Fargo, an estimated $43.6M sold.
Based on aggregated 13F filings for Q1 2026.