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First Trust Enhanced Short Maturity ETF (FTSM) Institutional Ownership

First Trust Enhanced Short Maturity ETF logo
$59.94 0.00 (0.00%)
As of 05/22/2026 04:00 PM Eastern
Compare

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)
$1.16B
Number of
Institutional Sellers
(last 12 months)
258
Total
Institutional Outflows
(last 12 months)
$658.39M
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Skip Chart & View Institutional Buying and Selling Data

FTSM Institutional Buying and Selling by Quarter

First Trust Enhanced Short Maturity ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Front Row Advisors LLC13,800$828K0.3%-13.8%0.013%
5/19/2026 Western Wealth Management LLC291,411$17.42M0.6%+5.6%0.272%
5/19/2026 NewEdge Advisors LLC297,430$17.78M0.3%-14.3%0.278%
5/19/2026 Bank of America Corp DE2,284,229$136.55M0.0%-3.1%2.135%
5/19/2026 Strait & Sound Wealth Management LLC3,835$229K0.1%-10.9%0.004%
5/19/2026 Centaurus Financial Inc.7,050$421K0.0%-16.9%0.007%
5/19/2026 Arkadios Wealth Advisors51,857$3.10M0.1%+23.6%0.048%
5/19/2026 IFS Group LLC3,451$206K0.2%N/A0.003%
5/19/2026 Claris Financial LLC56,887$3.40M1.9%+10.2%0.053%
5/18/2026 Royal Bank of Canada2,929,539$175.13M0.0%-1.8%2.738%
5/16/2026 IMG Wealth Management Inc.24,122$1.44M0.9%-2.2%0.023%
5/15/2026 Gateway Wealth Partners LLC360,020$21.52M0.8%+134.7%0.336%
5/15/2026 Wealth Watch Advisors INC16,733$1M0.4%+5.4%0.016%
5/15/2026 Waverly Advisors LLC10,856$649K0.0%+7.1%0.010%
5/14/2026 Hilltop Holdings Inc.3,650$218K0.0%-26.0%0.003%
5/14/2026 Keebeck Wealth Management5,045$303K0.0%-18.0%0.005%
5/14/2026 Gibbs Wealth Management8,867$530K0.1%+81.9%0.008%
5/14/2026 Ascension Capital Advisors Inc.4,280$256K0.1%-8.9%0.004%
5/13/2026 Cetera Investment Advisers1,577,404$94.30M0.1%-11.8%1.474%
5/13/2026 Signature Equity Partners LLC4,263$255K0.1%+75.8%0.004%
5/13/2026 NewEdge Wealth LLC80,332$4.80M0.1%-1.5%0.075%
5/13/2026 First Trust Advisors LP81,093$4.85M0.0%-59.6%0.076%
5/12/2026 Insight Advisors LLC PA31,814$1.90M0.4%-15.5%0.030%
5/8/2026 Wilkerson Advisory Group LLC9,733$582K0.2%-5.5%0.009%
5/7/2026 Scarborough Advisors LLC24,731$1.48M0.2%-1.7%0.023%
5/7/2026 Balefire LLC35,575$2.13M0.4%-1.5%0.033%
5/7/2026 Parallel Advisors LLC4,124$247K0.0%+2,888.4%0.004%
5/7/2026 World Equity Group Inc.11,538$690K0.2%-8.9%0.011%
5/6/2026 Kesler Norman & Wride LLC49,277$2.95M0.5%+105.1%0.046%
5/6/2026 Assetmark Inc.20,915$1.25M0.0%+9.9%0.020%
5/6/2026 Independent Financial Group LLC53,150$3.18M0.1%N/A0.050%
5/6/2026 Prosperity Consulting Group LLC12,509$748K0.0%-20.9%0.012%
5/5/2026 D.A. Davidson & CO.150,181$8.98M0.1%+0.5%0.140%
5/5/2026 Collaborative Wealth Managment Inc.8,118$485K0.2%N/A0.008%
5/5/2026 Schwallier Wealth Management LLC6,094$364K0.3%-30.7%0.006%
5/5/2026 Geneos Wealth Management Inc.46,016$2.75M0.1%-9.2%0.043%
5/5/2026 Opinicus Capital Inc.68,003$4.07M2.9%+85.6%0.064%
5/5/2026 Sanctuary Advisors LLC153,541$9.18M0.0%-1.6%0.143%
5/5/2026 Sigma Planning Corp101,163$6.05M0.2%+46.7%0.095%
5/4/2026 Archer Investment Corp10,015$599K0.1%-6.8%0.009%
One page of the SpaceX S-1 will move this stock overnight (Ad)

When SpaceX files its S-1 in June, the SEC will require full disclosure of operating expenses - including power consumption for 1 million GPUs, a cost that rivals entire cities. That disclosure will name the supplier. One small, publicly traded power infrastructure company sits at the center of this - carrying a $1.5 billion backlog and priced like a utility. Dylan Jovine has the full breakdown.tc pixel

See the stock the S-1 revealed >>
5/4/2026 NWF Advisory Services Inc.42,198$2.52M0.3%N/A0.039%
5/4/2026 Chicago Partners Investment Group LLC25,876$1.55M0.0%+14.4%0.024%
5/4/2026 Uptick Partners LLC386,047$23.08M4.6%+23.4%0.361%
5/4/2026 Moment Partners LLC47,809$2.87M0.5%N/A0.045%
5/4/2026 Del Sette Capital Management LLC4,286$256K0.2%+9.1%0.004%
5/2/2026 International Assets Investment Management LLC34,319$2.05M0.0%-4.4%0.032%
5/2/2026 Anchor Investment Management LLC700$42K0.0%N/A0.001%
5/2/2026 Valmark Advisers Inc.9,733$582K0.0%-14.3%0.009%
5/1/2026 Welch & Forbes LLC32,645$1.95M0.0%-6.9%0.031%
5/1/2026 Citizens Financial Group Inc. RI56,439$3.39M0.0%+0.7%0.053%
5/1/2026 Fifth Third Bancorp146,994$8.79M0.0%N/A0.137%
5/1/2026 Sovran Advisors LLC7,192$430K0.0%-9.2%0.007%
5/1/2026 Darwin Wealth Management LLC20,615$1.23M0.4%+40.5%0.019%
5/1/2026 Simplicity Wealth LLC126,206$7.55M0.4%-9.7%0.118%
5/1/2026 Petix & Botte Co221,089$13.22M2.9%-0.9%0.207%
4/30/2026 Kestra Advisory Services LLC213,422$12.76M0.0%+24.8%0.199%
4/30/2026 Weitzel Financial Services Inc.18,141$1.08M0.4%-5.7%0.017%
4/30/2026 Stenger Family Office LLC14,430$863K0.2%N/A0.013%
4/29/2026 Centerpoint Advisory Group67,160$4.02M3.0%+146.2%0.063%
4/29/2026 Integrated Advisors Network LLC149,544$8.94M0.5%+17.4%0.139%
4/29/2026 Shelton Wealth Management LLC216,383$12.94M5.7%+0.9%0.202%
4/28/2026 Ascentis Independent Advisors22,719$1.36M0.1%+136.7%0.021%
4/28/2026 Stephens Inc. AR33,766$2.02M0.0%-1.2%0.031%
4/28/2026 NBT Bank N A NY7,355$440K0.0%+6,029.2%0.007%
4/28/2026 Beacon Financial Advisory LLC34,091$2.04M0.5%-2.4%0.032%
4/28/2026 Evolution Wealth Management Inc.3,452$206K0.2%+6.4%0.003%
4/27/2026 PFG Investments LLC13,238$791K0.0%+222.1%0.012%
4/27/2026 World Investment Advisors15,197$908K0.0%N/A0.014%
4/27/2026 Lodestar Private Asset Management LLC5,125$306K0.0%-7.5%0.005%
4/27/2026 Private Advisor Group LLC262,007$15.66M0.1%-0.5%0.244%
4/27/2026 Elevation Point Wealth Partners LLC26,622$1.59M0.0%+194.1%0.025%
4/27/2026 Prasad Wealth Partners LLC13,895$831K0.2%+5.4%0.013%
4/24/2026 Root Financial Partners LLC1,678$100K0.0%-10.6%0.002%
4/24/2026 Bellevue Asset Management LLC68,887$4.12M2.1%-2.1%0.064%
4/24/2026 Cassia Capital Partners LLC156,304$9.34M4.8%-1.1%0.145%
4/24/2026 TKG Advisors LLC23,003$1.38M0.6%N/A0.021%
4/23/2026 Manchester Financial Inc.191,925$11.47M2.2%-4.8%0.178%
4/23/2026 Capital Investment Counsel LLC7,184$429K0.1%-7.8%0.007%
4/23/2026 Simmons Bank3,930$235K0.0%N/A0.004%
4/23/2026 SageGuard Financial Group LLC83,848$5.01M0.8%N/A0.078%
4/23/2026 Continuum Advisory LLC33,295$1.99M0.2%+55.2%0.030%
4/22/2026 Ifrah Financial Services Inc.130,373$7.79M2.1%-1.8%0.119%
4/22/2026 Janney Montgomery Scott LLC398,654$23.83M0.1%-35.3%0.365%
4/21/2026 Maridea Wealth Management LLC31,185$1.86M0.3%-12.4%0.029%
4/21/2026 Wesbanco Bank Inc.255,550$15.28M0.4%+24.1%0.234%
4/21/2026 FSC Wealth Advisors LLC9,116$545K10.4%-90.9%0.008%
4/21/2026 Dagco Inc.20,578$1.23M0.3%+76.4%0.019%
4/21/2026 Silver Oak Securities Incorporated13,088$782K0.1%-51.0%0.012%
4/20/2026 Kestra Private Wealth Services LLC137,612$8.23M0.1%-20.7%0.126%
4/20/2026 Financial Enhancement Group LLC263,339$15.78M1.9%-11.8%0.241%
One page of the SpaceX S-1 will move this stock overnight (Ad)

When SpaceX files its S-1 in June, the SEC will require full disclosure of operating expenses - including power consumption for 1 million GPUs, a cost that rivals entire cities. That disclosure will name the supplier. One small, publicly traded power infrastructure company sits at the center of this - carrying a $1.5 billion backlog and priced like a utility. Dylan Jovine has the full breakdown.tc pixel

See the stock the S-1 revealed >>
4/20/2026 Hilton Head Capital Partners LLC269,246$16.10M9.1%+3.4%0.247%
4/20/2026 RFG Advisory LLC56,790$3.40M0.1%+3.6%0.052%
4/18/2026 EdgeRock Capital LLC89,630$5.36M1.5%-26.7%0.082%
4/17/2026 Cottonwood Capital Advisors LLC8,404$502K0.4%-6.2%0.008%
4/17/2026 Signal Advisors Wealth LLC15,015$898K0.1%+45.6%0.014%
4/17/2026 Summit Wealth Partners LLC48,216$2.88M0.5%-14.2%0.044%
4/17/2026 PMV Capital Advisers LLC3,983$238K0.4%-19.6%0.004%
4/17/2026 Brookstone Capital Management3,866$231K0.0%-10.1%0.004%
4/16/2026 Cambridge Advisors Inc.20,804$1.24M0.2%-1.9%0.019%
4/16/2026 Balboa Wealth Partners304,852$18.22M3.1%+564.2%0.277%


FTSM Institutional Ownership - Frequently Asked Questions

During the previous two years, 509 institutional investors and hedge funds held shares of First Trust Enhanced Short Maturity ETF. The most heavily invested institutionals were Morgan Stanley ($760.07M), LPL Financial LLC ($533.37M), Wells Fargo & Company MN ($518.66M), Royal Bank of Canada ($175.13M), UBS Group AG ($170.93M), Raymond James Financial Inc. ($150.89M), and Bank of America Corp DE ($136.55M).Learn more on First Trust Enhanced Short Maturity ETF's institutional investors.

Of the 429 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: Northwestern Mutual Wealth Management Co. ($3.63M), Raymond James Financial Inc. ($3.19M), GDS Wealth Management ($1.90M), LPL Financial LLC ($1.30M), Concorde Asset Management LLC ($1.17M), Paragon Advisors LLC ($1.07M), and BDFS Capital LLC ($1.06M).

Institutional investors have bought a total of 19,372,182 shares in the last 24 months. This purchase volume represents approximately $1.16B in transactions.

Of the 258 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: First Trust Advisors LP ($1.36M), Paragon Advisors LLC ($1.05M), Raymond James Financial Inc. ($674.81K), Morgan Stanley ($623.25K), LPL Financial LLC ($474.73K), IFP Advisors Inc ($453.23K), and UBS Group AG ($427.73K).

Institutional investors have sold a total of 10,992,783 shares in the last 24 months. This volume of shares sold represents approximately $658.39M in transactions.


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This page (NASDAQ:FTSM) was last updated on 5/26/2026 by MarketBeat.com Staff.
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