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First Trust Enhanced Short Maturity ETF (FTSM) Institutional Ownership

First Trust Enhanced Short Maturity ETF logo
$59.97 0.00 (0.00%)
Closing price 03:59 PM Eastern
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$59.96 -0.01 (-0.02%)
As of 06:39 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)
324
Total
Institutional Inflows
(last 12 months)
$1.28B
Number of
Institutional Sellers
(last 12 months)
292
Total
Institutional Outflows
(last 12 months)
$656.28M
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FTSM Institutional Buying and Selling by Quarter

First Trust Enhanced Short Maturity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2025Financial Enhancement Group LLC190,612$11.43M1.5%+239.9%0.185%
10/9/2025Shelton Wealth Management LLC214,901$12.88M5.8%+3.1%0.209%
10/9/2025Dynamic Advisor Solutions LLC8,288$497K0.0%-5.1%0.008%
10/8/2025 Guided Capital Wealth Management LLC16,401$983K0.8%-3.0%0.016%
10/8/2025 Sterling Manor Financial LLC182,696$10.95M6.9%+2.6%0.177%
10/8/2025 Balefire LLC26,542$1.59M0.3%+7.9%0.026%
10/8/2025 Towerpoint Wealth LLC54,789$3.28M1.3%+1.4%0.053%
10/7/2025 TCP Asset Management LLC361,442$21.65M3.9%+6.8%0.351%
10/7/2025 EWG Elevate Inc.21,280$1.28M0.4%-70.7%0.021%
10/7/2025 Nova Wealth Management Inc.4,153$249K0.2%-52.7%0.004%
10/6/2025 PMV Capital Advisers LLC4,751$285K0.6%-28.4%0.005%
10/6/2025 Gradient Investments LLC605,766$36.29M0.6%+43.1%0.588%
10/6/2025 Wisconsin Wealth Advisors LLC17,467$1.05M1.0%-17.9%0.017%
10/6/2025 Inspirion Wealth Advisors LLC18,265$1.09M0.2%+359.6%0.018%
10/6/2025 Nilsine Partners LLC84,255$5.05M0.5%+5.1%0.082%
10/3/2025 Summit Financial Wealth Advisors LLC334,151$20.03M3.1%N/A0.321%
10/1/2025 Park National Corp OH319,092$19.12M0.6%+8.2%0.306%
9/26/2025Corient Private Wealth LLC115,558$6.92M0.0%N/A0.111%
9/25/2025CacheTech Inc.3,966$237K0.0%+11.2%0.004%
9/4/2025Osaic Holdings Inc.1,146,047$68.63M0.1%-5.2%1.100%
9/2/2025FSC Wealth Advisors LLC199,679$11.96M7.2%+0.1%0.192%
8/29/2025Evolution Wealth Management Inc.3,770$226K0.3%N/A0.004%
8/29/2025Centaurus Financial Inc.10,627$636K0.0%+5.4%0.010%
8/27/2025Orion Porfolio Solutions LLC15,356$919K0.0%+3.5%0.015%
8/26/2025Claris Financial LLC49,607$2.97M2.2%-18.5%0.048%
8/20/2025Coppell Advisory Solutions LLC298,967$17.96M2.2%+3.3%0.287%
8/19/2025B. Riley Wealth Advisors Inc.34,707$2.08M0.1%N/A0.033%
8/19/2025Newbridge Financial Services Group Inc.450$27K0.0%+1,566.7%0.000%
8/19/2025Advisory Services Network LLC8,395$502K0.0%-45.5%0.008%
8/18/2025Geneos Wealth Management Inc.31,873$1.91M0.0%+43.2%0.031%
8/18/2025Front Row Advisors LLC9,100$547K0.2%+82.0%0.009%
8/15/2025First Heartland Consultants Inc.49,724$2.98M0.3%+39.5%0.048%
8/15/2025Brown Financial Advisors15,561$932K0.4%-1.5%0.015%
8/15/2025Corient Private Wealth LLC115,557$6.92M0.0%N/A0.111%
8/15/2025Equitable Holdings Inc.120,893$7.24M0.1%+10.4%0.116%
8/15/2025Captrust Financial Advisors15,224$911K0.0%+117.5%0.015%
8/15/2025Snowden Capital Advisors LLC70,421$4.23M0.1%+7.4%0.068%
8/15/2025Orion Porfolio Solutions LLC15,356$919K0.0%+3.5%0.015%
8/15/2025MML Investors Services LLC136,085$8.15M0.0%-29.9%0.131%
8/15/2025IHT Wealth Management LLC26,968$1.62M0.0%+16.8%0.026%
8/15/2025Great Valley Advisor Group Inc.86,724$5.19M0.1%+5.5%0.083%
8/15/2025Curi Capital LLC4,021$242K0.0%N/A0.004%
8/15/2025Benjamin Edwards Inc.85,993$5.15M0.1%-0.3%0.083%
8/15/2025BNP Paribas Financial Markets43,630$2.61M0.0%+6.8%0.042%
8/15/2025Bank of America Corp DE2,501,150$149.74M0.0%+4.6%2.401%
8/14/2025Jane Street Group LLC64,188$3.84M0.0%N/A0.062%
8/14/2025Ausdal Financial Partners Inc.89,006$5.33M0.4%-10.0%0.085%
8/14/2025Raymond James Financial Inc.2,586,908$154.88M0.1%-19.0%2.484%
8/14/2025Darwin Wealth Management LLC15,124$905K0.3%N/A0.015%
8/14/2025Main Street Financial Solutions LLC12,145$727K0.1%-9.7%0.012%
8/14/2025NewEdge Advisors LLC327,247$19.59M0.1%+11.3%0.314%
8/14/2025Cary Street Partners Financial LLC27,103$1.62M0.0%+26.6%0.026%
8/14/2025Cerity Partners LLC170,079$10.66M0.0%-4.3%0.163%
8/13/2025Avestar Capital LLC91,001$5.46M0.4%+20.7%0.087%
8/13/2025StoneX Group Inc.84,749$5.09M0.2%-22.2%0.081%
8/13/2025Cresset Asset Management LLC29,254$1.76M0.0%+82.4%0.028%
8/13/2025Proactive Wealth Strategies LLC65,663$3.93M1.9%+2.3%0.063%
8/13/2025Gateway Wealth Partners LLC28,327$1.70M0.3%+8.2%0.027%
8/13/2025GeoWealth Management LLC29,255$1.75M0.1%-18.6%0.028%
8/13/2025Baird Financial Group Inc.217,045$12.99M0.0%-22.8%0.208%
8/13/2025First Trust Advisors LP1,442,892$86.39M0.1%+22.2%1.385%
8/13/2025EverSource Wealth Advisors LLC2,968$178K0.0%+148,300.0%0.003%
8/13/2025Twin Peaks Wealth Advisors LLC116,759$7.00M2.3%+6.2%0.112%
8/13/2025Beacon Pointe Advisors LLC46,509$2.79M0.0%-6.3%0.045%
8/13/2025Trustmark Bank Trust Department60,459$3.62M0.3%-0.5%0.058%
8/13/2025Stablepoint Partners LLC146,574$8.78M1.5%+4.9%0.141%
8/13/2025Quadrature Capital Ltd12,041$721K0.0%N/A0.012%
8/13/2025Northwestern Mutual Wealth Management Co.183,347$10.98M0.0%+5.5%0.176%
8/13/2025Maia Wealth LLC44,502$2.66M0.5%-11.9%0.043%
8/12/2025J.W. Cole Advisors Inc.59,284$3.55M0.1%+20.0%0.057%
8/12/2025Financial Advocates Investment Management44,668$2.67M0.2%-28.9%0.043%
8/12/2025Steward Partners Investment Advisory LLC393,876$23.58M0.2%+108.1%0.378%
8/12/2025Weitzel Financial Services Inc.20,893$1.25M0.5%+823.2%0.020%
8/12/2025Jaffetilchin Investment Partners LLC245,957$14.73M1.0%+2.0%0.236%
8/12/2025CreativeOne Wealth LLC71,037$4.25M0.1%+26.2%0.068%
8/12/2025Global Retirement Partners LLC6,552$392K0.0%N/A0.006%
8/12/2025 TCP Asset Management LLC338,581$20.27M4.0%+4.2%0.325%
8/12/2025Del Sette Capital Management LLC4,346$260K0.2%-9.8%0.004%
8/12/2025JPMorgan Chase & Co.161,039$9.64M0.0%+10.7%0.155%
8/12/2025 Wisconsin Wealth Advisors LLC21,287$1.27M1.5%+4.7%0.020%
8/12/2025PKS Advisory Services LLC10,379$621K0.2%+117.8%0.010%
8/12/2025GDS Wealth Management277,758$16.63M1.2%-50.4%0.267%
8/11/2025FSC Wealth Advisors LLC199,678$11.96M7.3%+0.1%0.192%
8/11/2025Perennial Investment Advisors LLC5,511$330K0.0%-6.7%0.005%
8/11/2025Purus Wealth Management LLC37,206$2.23M0.8%-2.1%0.036%
8/11/2025Inspire Advisors LLC4,750$284K0.0%-35.0%0.005%
8/11/2025Chiron Capital Management LLC14,491$868K0.8%-21.2%0.014%
8/11/2025Western Wealth Management LLC228,969$13.71M0.8%-24.2%0.220%
8/8/2025MTM Investment Management LLC17,907$1.07M0.4%-1.3%0.017%
8/8/2025Rockefeller Capital Management L.P.155,331$9.30M0.0%+11.2%0.149%
8/8/2025Kingsview Wealth Management LLC394,678$23.63M0.4%-4.6%0.379%
8/8/2025Avantax Advisory Services Inc.296,336$17.74M0.1%+3.0%0.285%
8/8/2025Cetera Investment Advisers1,383,736$82.84M0.1%-4.4%1.329%
8/8/2025Opinicus Capital Inc.13,092$784K0.6%+173.5%0.013%
8/8/2025Foundations Investment Advisors LLC27,274$1.63M0.0%-16.3%0.026%
8/8/2025Good Life Advisors LLC28,771$1.72M0.1%-0.8%0.028%
8/8/2025Petix & Botte Co231,774$13.88M3.4%+5.0%0.223%
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%
(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), Royal Bank of Canada ($157.83M), Raymond James Financial Inc. ($154.88M), and Bank of America Corp DE ($149.74M).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 422 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 ($3.05M), First Trust Advisors LP ($1.86M), GDS Wealth Management ($1.71M), LPL Financial LLC ($1.50M), Cetera Investment Advisers ($1.47M), 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 21,386,664 shares in the last 24 months. This purchase volume represents approximately $1.28B in transactions.

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

Of the 292 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 ($1.19M), Raymond James Financial Inc. ($605.42K), Financial Enhancement Group LLC ($370.28K), Manchester Financial Inc. ($297.52K), Atria Investments Inc ($265.11K), 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 10,968,521 shares in the last 24 months. This volume of shares sold represents approximately $656.28M in transactions.


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This page (NASDAQ:FTSM) was last updated on 10/9/2025 by MarketBeat.com Staff
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