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First Trust Enhanced Short Maturity ETF (FTSM) Institutional Ownership

First Trust Enhanced Short Maturity ETF logo
$59.98 +0.04 (+0.06%)
As of 01:52 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM)

Number of
Institutional Buyers
(last 12 months)
295
Total
Institutional Inflows
(last 12 months)
$1.13B
Number of
Institutional Sellers
(last 12 months)
276
Total
Institutional Outflows
(last 12 months)
$570.91M
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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
5/29/2025 Nova Wealth Management Inc.9,286$556K0.5%+80.9%0.008%
5/28/2025 Anderson Financial Strategies LLC750$45K0.0%N/A0.001%
5/28/2025 GK Wealth Management LLC4,342$260K0.3%-14.9%0.004%
5/28/2025 Ellsworth Advisors LLC186,462$11.16M2.9%+3.0%0.168%
5/28/2025 Wealth Management Associates Inc.15,228$911K0.4%+3.5%0.014%
5/22/2025 Mattson Financial Services LLC8,196$490K0.1%-28.1%0.008%
5/21/2025 Geneos Wealth Management Inc.22,263$1.33M0.0%+18.1%0.020%
5/20/2025 Flaharty Asset Management LLC2,465$148K0.0%N/A0.002%
5/20/2025 Integrity Alliance LLC.8,079$483K0.0%N/A0.007%
5/19/2025 Advisory Alpha LLC183,697$10.99M0.4%N/A0.165%
5/16/2025 Coppell Advisory Solutions LLC289,299$17.37M1.4%-42.9%0.260%
5/16/2025 Arete Wealth Advisors LLC50,013$2.99M0.2%+16.3%0.045%
5/16/2025 Strait & Sound Wealth Management LLC5,755$344K0.2%-36.2%0.005%
5/16/2025 Ashton Thomas Private Wealth LLC87,191$5.24M0.2%-27.5%0.078%
5/16/2025 Legacy Wealth Managment LLC ID5,365$321K0.2%-23.5%0.005%
5/16/2025 NewEdge Advisors LLC293,995$17.59M0.1%-14.1%0.265%
5/16/2025 Integrated Wealth Concepts LLC55,717$3.33M0.0%-7.1%0.050%
5/16/2025 Concorde Asset Management LLC1,165,643$69.72M37.3%+1,243.9%1.049%
5/16/2025 Aprio Wealth Management LLC68,660$4.11M0.5%+3.6%0.062%
5/15/2025 Paragon Private Wealth Management LLC7,501$449K0.2%-38.2%0.007%
5/15/2025 Chiron Capital Management LLC18,391$1.10M1.0%-5.2%0.017%
5/15/2025 Capital Investment Counsel LLC11,295$676K0.1%-11.6%0.010%
5/15/2025 Royal Bank of Canada2,637,594$157.83M0.0%+12.7%2.373%
5/15/2025 MAI Capital Management15,442$924K0.0%-6.4%0.014%
5/15/2025 Weitzel Financial Services Inc.2,263$135K0.1%-90.3%0.002%
5/15/2025 Calton & Associates Inc.5,573$333K0.1%+44.5%0.005%
5/15/2025 Baird Financial Group Inc.281,261$16.83M0.0%+2.4%0.253%
5/15/2025 OLD Mission Capital LLC7,359$440K0.0%-55.9%0.007%
5/15/2025 TD Capital Management LLC173,438$10.38M1.1%+10.5%0.156%
5/14/2025 CreativeOne Wealth LLC56,282$3.37M0.1%-19.4%0.051%
5/14/2025 PKS Advisory Services LLC4,766$285K0.1%-21.5%0.004%
5/14/2025 Orion Capital Management LLC6,254$374K0.2%N/A0.006%
5/14/2025 WCG Wealth Advisors LLC29,961$1.79M0.1%-7.8%0.027%
5/14/2025 Comerica Bank132,678$7.94M0.0%-4.2%0.119%
5/14/2025 Synovus Financial Corp75,549$4.52M0.1%-6.7%0.068%
5/14/2025 SVB Wealth LLC2,200$132K0.0%N/A0.002%
5/14/2025 Northwestern Mutual Wealth Management Co.173,859$10.40M0.0%+4.6%0.156%
5/14/2025 Kestra Advisory Services LLC264,685$15.84M0.1%-12.7%0.238%
5/14/2025 Purus Wealth Management LLC38,021$2.28M1.0%+40.7%0.034%
5/14/2025 Summit Financial LLC44,141$2.64M0.1%+33.2%0.040%
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5/14/2025 Flow Traders U.S. LLC67,336$4.03M0.2%+379.2%0.061%
5/14/2025 TFB Advisors LLC4,214$252K0.1%+16.4%0.004%
5/14/2025 GDS Wealth Management559,630$33.49M2.9%-33.2%0.503%
5/14/2025 ZEGA Investments LLC48,805$2.92M0.4%+11.9%0.044%
5/14/2025 Petix & Botte Co220,809$13.21M3.5%+4.9%0.199%
5/13/2025 Sand Hill Global Advisors LLC5,210$312K0.0%N/A0.005%
5/13/2025 Moment Partners LLC68,534$4.10M0.8%-1.3%0.062%
5/13/2025 Steward Partners Investment Advisory LLC189,293$11.33M0.1%-7.6%0.170%
5/13/2025 Tyler Stone Wealth Management15,313$916K0.2%+44.3%0.014%
5/13/2025 Raymond James Financial Inc.3,192,327$191.03M0.1%+23.2%2.872%
5/13/2025 Cresset Asset Management LLC16,039$963K0.0%-2.8%0.014%
5/13/2025 United Capital Management of KS Inc.10,156$608K0.1%+14.3%0.009%
5/13/2025 Nations Financial Group Inc. IA ADV6,370$381K0.0%-8.9%0.006%
5/13/2025 Vestmark Advisory Solutions Inc.26,907$1.61M0.0%+14.1%0.024%
5/13/2025 HighTower Advisors LLC250,484$14.99M0.0%+7.4%0.225%
5/13/2025 Core Wealth Partners LLC49,102$2.94M1.7%+1.5%0.044%
5/12/2025 Meridian Wealth Management LLC9,783$585K0.0%-39.2%0.009%
5/12/2025 Maia Wealth LLC50,520$3.02M0.7%+73.7%0.045%
5/12/2025 Benjamin Edwards Inc.86,252$5.16M0.1%+21.7%0.078%
5/12/2025 Townsquare Capital LLC218,852$13.10M0.1%-7.8%0.197%
5/12/2025 Citigroup Inc.145,330$8.70M0.0%-4.5%0.131%
5/12/2025 LaSalle St. Investment Advisors LLC43,486$2.60M0.6%-2.2%0.039%
5/12/2025 WealthPlan Investment Management LLC95,125$5.69M0.6%+4.4%0.086%
5/9/2025 Chicago Partners Investment Group LLC25,045$1.50M0.0%-1.0%0.023%
5/9/2025 Citizens Financial Group Inc. RI71,224$4.28M0.1%+0.7%0.064%
5/9/2025 WealthShield Partners LLC3,432$206K0.0%-28.5%0.003%
5/9/2025 Atria Wealth Solutions Inc.159,811$9.60M0.1%-18.6%0.144%
5/9/2025 Cary Street Partners Financial LLC21,416$1.28M0.0%+287.4%0.019%
5/9/2025 Advyzon Investment Management LLC37,597$2.25M0.9%+33.4%0.034%
5/9/2025 Commonwealth Equity Services LLC697,847$41.76M0.1%-4.1%0.628%
5/8/2025 IFG Advisory LLC35,471$2.12M0.1%-10.8%0.032%
5/8/2025 Moors & Cabot Inc.5,686$340K0.0%-11.8%0.005%
5/8/2025 ProVise Management Group LLC3,634$217K0.0%-16.6%0.003%
5/8/2025 Certified Advisory Corp6,766$405K0.0%-4.7%0.006%
5/8/2025 Harbour Investments Inc.256,721$15.36M0.4%-6.7%0.231%
5/8/2025 MGO One Seven LLC77,322$4.63M0.2%+15.7%0.070%
5/8/2025 Collaborative Wealth Managment Inc.3,650$218K0.1%-9.4%0.003%
5/8/2025 360 Financial Inc.28,209$1.69M0.6%+17.6%0.025%
5/8/2025 Arkadios Wealth Advisors31,950$1.91M0.1%+7.4%0.029%
5/8/2025 Geneos Wealth Management Inc.33,833$2.03M0.1%+79.5%0.030%
5/7/2025 SLT Holdings LLC26,516$1.59M1.6%-36.9%0.024%
5/7/2025 Foundations Investment Advisors LLC32,570$1.95M0.0%-43.6%0.029%
5/7/2025 Maridea Wealth Management LLC19,732$1.18M0.4%-32.2%0.018%
5/7/2025 Prosperity Consulting Group LLC19,044$1.14M0.1%-4.3%0.017%
5/7/2025 LPL Financial LLC9,141,990$547.06M0.2%+3.2%8.225%
5/7/2025 Texas Yale Capital Corp.56,315$3.37M0.1%-0.9%0.051%
5/7/2025 Inspire Advisors LLC7,312$438K0.1%-6.1%0.007%
5/6/2025 Assetmark Inc.25,582$1.53M0.0%+1.5%0.023%
5/6/2025 Cetera Investment Advisers1,447,685$86.63M0.2%-5.5%1.302%
5/6/2025 Avantax Advisory Services Inc.287,831$17.22M0.1%-0.4%0.259%
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5/6/2025 Brookwood Investment Group LLC19,460$1.16M0.2%N/A0.018%
5/6/2025 Atria Investments Inc319,441$19.12M0.2%-29.2%0.287%
5/6/2025 Advisor OS LLC66,930$4.01M0.5%+4.1%0.060%
5/6/2025 Kovack Advisors Inc.19,427$1.16M0.1%-7.3%0.017%
5/6/2025 Holistic Financial Partners12,212$731K0.4%-16.1%0.011%
5/6/2025 Wedbush Securities Inc.25,533$1.53M0.1%-3.4%0.023%
5/6/2025 Summit Wealth Partners LLC53,773$3.22M0.7%-1.0%0.048%
5/6/2025 Triumph Capital Management272,913$16.33M5.4%+1.5%0.246%
5/6/2025 JPL Wealth Management LLC16,490$983K0.4%N/A0.015%
5/6/2025 Ascension Capital Advisors Inc.5,195$311K0.1%-80.8%0.005%
(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, 528 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 419 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 18,927,226 shares in the last 24 months. This purchase volume represents approximately $1.13B in transactions.

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

Of the 276 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), Raymond James Financial Services Advisors Inc. ($314.87K), Financial Enhancement Group LLC ($305.46K), Simplicity Wealth LLC ($265.77K), Atria Investments Inc ($261.71K), Manchester Financial Inc. ($261.26K), and Cetera Investment Advisers ($257.95K).

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

Institutional investors have sold a total of 9,548,240 shares in the last 24 months. This volume of shares sold represents approximately $570.91M in transactions.



This page (NASDAQ:FTSM) was last updated on 6/23/2025 by MarketBeat.com Staff
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