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First Trust Enhanced Short Maturity ETF (FTSM) Institutional Ownership

First Trust Enhanced Short Maturity ETF logo
$59.92 -0.01 (-0.02%)
Closing price 08/7/2025 04:00 PM Eastern
Extended Trading
$59.92 +0.00 (+0.01%)
As of 08/7/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM)

Number of
Institutional Buyers
(last 12 months)
303
Total
Institutional Inflows
(last 12 months)
$1.21B
Number of
Institutional Sellers
(last 12 months)
289
Total
Institutional Outflows
(last 12 months)
$598.48M
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FTSM Institutional Buying and Selling by Quarter

First Trust Enhanced Short Maturity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Advyzon Investment Management LLC34,588$2.07M0.5%-8.0%0.033%
8/7/2025Fund Evaluation Group LLC3,769$226K0.0%N/A0.004%
8/7/2025PCG Wealth Advisors LLC95,196$5.70M2.9%-10.1%0.091%
8/6/2025 ZEGA Investments LLC49,935$2.99M0.4%+2.3%0.048%
8/6/2025 Prospera Financial Services Inc353,325$21.16M0.4%+11.3%0.339%
8/6/2025 AE Wealth Management LLC5,700$341K0.0%-60.3%0.005%
8/6/2025 Legacy Wealth Managment LLC ID9,779$585K0.3%+82.3%0.009%
8/6/2025 Capasso Planning Partners LLC199,991$11.97M6.8%+11.6%0.192%
8/6/2025 Wedbush Securities Inc.27,015$1.62M0.1%+5.8%0.026%
8/6/2025 Vestmark Advisory Solutions Inc.50,716$3.04M0.0%+88.5%0.049%
8/6/2025 Texas Yale Capital Corp.23,225$1.39M0.0%-58.8%0.022%
8/6/2025 Golden State Wealth Management LLC45,546$2.73M0.3%-6.0%0.044%
8/6/2025 Centerpoint Advisory Group12,992$778K0.7%+2.1%0.012%
8/6/2025 Csenge Advisory Group1,566,530$93.68M4.9%+32.3%1.504%
8/6/2025 TKG Advisors LLC155,332$9.30M4.2%+170.5%0.149%
8/6/2025 360 Financial Inc.28,399$1.70M0.5%+0.7%0.027%
8/6/2025 Cherry Creek Investment Advisors Inc.5,917$354K0.2%-7.7%0.006%
8/5/2025 GPS Wealth Strategies Group LLC52,536$3.15M0.4%+6.8%0.050%
8/5/2025 Prosperity Consulting Group LLC18,026$1.08M0.1%-5.3%0.017%
8/5/2025 Holistic Financial Partners7,611$456K0.2%-37.7%0.007%
8/5/2025 Bank of Montreal Can8,209$491K0.0%+108.9%0.008%
8/5/2025 Sigma Planning Corp91,132$5.46M0.2%-7.3%0.088%
8/5/2025 Sebold Capital Management Inc.65,457$3.92M2.4%-21.6%0.063%
8/5/2025 Kesler Norman & Wride LLC19,626$1.18M0.2%-1.9%0.019%
8/4/2025 Great Lakes Retirement Inc.41,723$2.51M0.3%+10.9%0.040%
8/4/2025 Integrity Alliance LLC.4,472$268K0.0%-44.6%0.004%
8/4/2025 Creekmur Asset Management LLC10,305$617K0.1%-94.0%0.010%
8/4/2025 Kovack Advisors Inc.18,945$1.13M0.1%-2.5%0.018%
8/4/2025 Tradewinds LLC.7,251$434K0.3%N/A0.007%
8/4/2025 IFG Advisory LLC28,852$1.73M0.1%-18.7%0.028%
8/4/2025 Atria Investments Inc316,048$18.92M0.2%-1.1%0.303%
8/4/2025 Assetmark Inc.29,115$1.74M0.0%+13.8%0.028%
8/4/2025 HBK Sorce Advisory LLC285,361$17.09M0.5%+0.6%0.274%
8/4/2025 Spire Wealth Management73,155$4.38M0.2%-47.9%0.070%
8/4/2025 Arkadios Wealth Advisors48,242$2.89M0.1%+51.0%0.046%
8/4/2025 Flagship Harbor Advisors LLC236,392$14.15M0.7%-26.8%0.227%
8/4/2025 Daymark Wealth Partners LLC94,498$5.66M0.2%+10.3%0.091%
8/4/2025 Wealth Management Associates Inc.15,037$900K0.4%-1.3%0.014%
8/4/2025 L.M. Kohn & Company20,432$1.22M0.3%-12.2%0.020%
8/1/2025 Capital Investment Counsel LLC9,903$593K0.1%-12.3%0.009%
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8/1/2025 GGM Financials LLC143,053$8.57M1.7%N/A0.137%
8/1/2025 Advisory Alpha LLC111,247$6.66M0.2%-39.4%0.107%
8/1/2025 Shilanski & Associates Inc.105,000$6.31M1.8%-0.8%0.101%
8/1/2025 Wealth Watch Advisors INC17,166$1.03M0.6%-7.1%0.016%
8/1/2025 Brookwood Investment Group LLC8,830$529K0.1%-54.6%0.008%
8/1/2025 Ashton Thomas Private Wealth LLC78,140$4.70M0.2%-10.4%0.075%
8/1/2025 Envestnet Asset Management Inc.876,537$52.48M0.0%-1.7%0.841%
7/31/2025 Strait & Sound Wealth Management LLC4,511$270K0.1%-21.6%0.004%
7/31/2025 Moment Partners LLC65,927$3.95M0.7%-3.8%0.063%
7/31/2025 Moloney Securities Asset Management LLC127,115$7.61M0.9%+3.4%0.122%
7/30/2025 Paragon Advisors LLC1,065,893$63.82M16.7%N/A1.022%
7/30/2025 Insight Advisors LLC PA79,863$4.78M0.8%-9.3%0.077%
7/30/2025 BlueChip Wealth Advisors LLC35,509$2.13M0.9%-1.2%0.034%
7/30/2025 TFB Advisors LLC3,793$227K0.1%-10.0%0.004%
7/30/2025 Onyx Bridge Wealth Group LLC4,702$282K0.0%+33.7%0.005%
7/30/2025 Family Capital Management Inc.34,502$2.07M1.1%-0.7%0.033%
7/30/2025 Brookstone Capital Management4,358$261K0.0%-15.9%0.004%
7/30/2025 D.A. Davidson & CO.143,773$8.61M0.1%-11.7%0.138%
7/30/2025 IMG Wealth Management Inc.54,751$3.28M2.5%+4.1%0.053%
7/29/2025 Stephens Inc. AR33,227$1.99M0.0%+14.3%0.032%
7/29/2025 Balboa Wealth Partners4,866$291K0.1%+28.6%0.005%
7/29/2025 Chicago Partners Investment Group LLC25,318$1.52M0.0%+1.1%0.024%
7/29/2025 International Assets Investment Management LLC46,267$2.77M0.1%-6.6%0.044%
7/29/2025 Cottonwood Capital Advisors LLC8,977$537K0.4%-3.8%0.009%
7/29/2025 Manchester Financial Inc.221,657$13.27M2.8%-14.1%0.213%
7/29/2025 Stratos Wealth Partners LTD.89,585$5.36M0.1%+7.3%0.086%
7/29/2025 Stratos Wealth Advisors LLC69,337$4.15M0.2%-9.7%0.067%
7/29/2025 Private Trust Co. NA32,655$1.96M0.2%-19.1%0.031%
7/29/2025 Latitude Advisors LLC11,283$675K0.3%-2.7%0.011%
7/28/2025 WealthPlan Investment Management LLC97,246$5.82M0.4%+2.2%0.093%
7/28/2025 Uptick Partners LLC288,092$17.25M4.9%-4.4%0.276%
7/28/2025 Mutual Advisors LLC124,908$7.50M0.2%+51.4%0.120%
7/28/2025 Harbour Investments Inc.312,935$18.74M0.5%+21.9%0.300%
7/28/2025 RFG Advisory LLC47,914$2.87M0.1%-11.0%0.046%
7/25/2025 Atria Wealth Solutions Inc.131,617$7.90M0.2%-17.6%0.126%
7/25/2025 Envestnet Portfolio Solutions Inc.23,863$1.43M0.0%-11.8%0.023%
7/25/2025 Lion Street Advisors LLC38,663$2.32M0.7%+10.6%0.037%
7/25/2025 MGO One Seven LLC65,617$3.93M0.1%-15.1%0.063%
7/25/2025 Prostatis Group LLC3,722$223K0.1%N/A0.004%
7/25/2025 CWM LLC132,086$7.91M0.0%+155.1%0.127%
7/25/2025 Transcendent Capital Group LLC153,246$9.18M4.7%-32.2%0.147%
7/25/2025 Lodestar Private Asset Management LLC7,253$434K0.1%-20.1%0.007%
7/25/2025 Concurrent Investment Advisors LLC21,662$1.30M0.0%+16.1%0.021%
7/24/2025 SLT Holdings LLC20,603$1.23M0.9%-22.3%0.020%
7/24/2025 IFP Advisors Inc756,990$45.32M1.3%-1.7%0.723%
7/24/2025 Columbia Advisory Partners LLC3,856$231K0.2%-19.2%0.004%
7/23/2025 Clear Creek Financial Management LLC47,918$2.87M0.3%+60.6%0.046%
7/23/2025 Virtus Wealth Solutions LLC143,053$8.57M1.8%-1.6%0.137%
7/23/2025 RiverTree Advisors LLC172,806$10.35M6.9%-7.5%0.165%
7/23/2025 Castle Rock Wealth Management LLC50,447$3.03M0.7%-27.4%0.048%
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7/23/2025 Valmark Advisers Inc.14,915$893K0.0%-6.2%0.014%
7/23/2025 Madden Advisory Services Inc.11,477$687K0.3%-6.8%0.011%
7/23/2025 Bellevue Asset Management LLC39,497$2.37M1.2%+7.0%0.038%
7/23/2025 First Financial Group Corp15,549$931K0.9%+4.3%0.015%
7/23/2025 Gentry Private Wealth LLC58,200$3.48M2.7%+16.4%0.056%
7/23/2025 Tcfg Wealth Management LLC6,109$366K0.2%+7.9%0.006%
7/23/2025 Motiv8 Investments LLC5,707$342K0.2%N/A0.005%
7/23/2025 Prime Capital Investment Advisors LLC58,894$3.53M0.0%+870.1%0.056%
7/22/2025 Luken Investment Analytics LLC205,925$12.33M5.4%+919.5%0.197%
7/22/2025 DAVENPORT & Co LLC5,874$352K0.0%-9.2%0.006%
(Data available from 1/1/2016 forward)

FTSM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTSM shares?

During the previous two years, 525 institutional investors and hedge funds held shares of First Trust Enhanced Short Maturity ETF. The most heavily invested institutionals were Morgan Stanley ($862.00M), LPL Financial LLC ($547.06M), Wells Fargo & Company MN ($447.27M), UBS Group AG ($262.77M), Raymond James Financial Inc. ($191.03M), Royal Bank of Canada ($157.83M), and Bank of America Corp DE ($146.86M).Learn more on First Trust Enhanced Short Maturity ETF's institutional investors.

Which institutional investors have been buying First Trust Enhanced Short Maturity ETF's stock?

Of the 415 institutional investors that purchased First Trust Enhanced Short Maturity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($3.19M), International Assets Investment Management LLC ($3.13M), GDS Wealth Management ($1.71M), First Trust Advisors LP ($1.60M), LPL Financial LLC ($1.50M), Cetera Investment Advisers ($1.48M), and Hansen & Associates Financial Group Inc. ($1.19M).

How much institutional buying is happening at First Trust Enhanced Short Maturity ETF?

Institutional investors have bought a total of 20,203,624 shares in the last 24 months. This purchase volume represents approximately $1.21B in transactions.

Which of First Trust Enhanced Short Maturity ETF's major shareholders have been selling company stock?

Of the 287 institutional investors that sold First Trust Enhanced Short Maturity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: GDS Wealth Management ($912.42K), Financial Enhancement Group LLC ($370.28K), Manchester Financial Inc. ($297.52K), Atria Investments Inc ($265.11K), Cetera Investment Advisers ($257.95K), Jane Street Group LLC ($257.83K), and Simplicity Wealth LLC ($236.86K).

How much institutional selling is happening at First Trust Enhanced Short Maturity ETF?

Institutional investors have sold a total of 10,004,822 shares in the last 24 months. This volume of shares sold represents approximately $598.48M in transactions.



This page (NASDAQ:FTSM) was last updated on 8/8/2025 by MarketBeat.com Staff
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