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First Trust Enhanced Short Maturity ETF (FTSM) Institutional Ownership

First Trust Enhanced Short Maturity ETF logo
$59.85 +0.02 (+0.03%)
As of 02:09 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)
263
Total
Institutional Inflows
(last 12 months)
$934.22M
Number of
Institutional Sellers
(last 12 months)
227
Total
Institutional Outflows
(last 12 months)
$514.97M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2026 Compass Financial Management LLC13,207$789K0.1%N/A0.012%
7/10/2026 Dagco Inc.25,759$1.54M0.3%+25.2%0.024%
7/10/2026 G&S Capital LLC97,797$5.84M1.7%+342.2%0.090%
7/10/2026 Wealthcare Advisory Partners LLC56,276$3.36M0.1%-13.7%0.052%
7/10/2026 Paladin Wealth LLC24,856$1.49M0.9%+10.2%0.023%
7/9/2026 Key Client Fiduciary Advisors LLC46,945$2.80M0.8%+7.9%0.043%
7/9/2026 World Equity Group Inc.6,776$405K0.1%-41.3%0.006%
7/9/2026 Valeo Financial Advisors LLC3,850$230K0.0%-5.4%0.004%
7/8/2026 Gradient Investments LLC733,976$43.84M0.6%+10.7%0.675%
7/8/2026 White Wing Wealth Management18,070$1.08M0.6%-18.3%0.017%
7/8/2026 Midwest Financial Network LLC10,663$637K0.4%-14.4%0.010%
7/7/2026 Quad Cities Investment Group LLC25,883$1.55M0.6%-22.7%0.024%
7/7/2026 Balefire LLC24,677$1.47M0.2%-30.6%0.023%
7/7/2026 Dynamic Advisor Solutions LLC4,855$290K0.0%-24.7%0.004%
7/7/2026 Willner & Heller LLC40,632$2.43M1.5%+13.9%0.037%
7/7/2026 GK Wealth Management LLC3,690$220K0.1%N/A0.003%
7/7/2026 Avior Wealth Management LLC17,085$1.02M0.0%-24.9%0.016%
7/7/2026 Financial Enhancement Group LLC310,065$18.52M2.2%+17.7%0.285%
7/7/2026 CoreCap Advisors LLC1,232$74K0.0%+16.9%0.001%
6/9/2026 Rathbones Group PLC8,111$485K0.0%-3.8%0.008%
6/8/2026 Pine Valley Investments Ltd Liability Co40,230$2.41M0.1%-3.8%0.038%
6/4/2026 Midwest Financial Network LLC12,462$745K0.6%-12.8%0.012%
6/3/2026 Parallel Advisors LLC4,124$247K0.0%+2,888.4%0.004%
6/3/2026 NewEdge Advisors LLC332,805$19.90M0.1%-4.1%0.311%
6/1/2026Concorde Asset Management LLC34,537$2.07M1.0%-65.9%0.032%
5/27/2026Capasso Planning Partners LLC139,190$8.32M4.5%+9.2%0.130%
5/19/2026Front Row Advisors LLC13,800$828K0.3%-13.8%0.013%
5/19/2026Western 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%
5/19/2026Bank of America Corp DE2,284,229$136.55M0.0%-3.1%2.135%
5/19/2026Strait & Sound Wealth Management LLC3,835$229K0.1%-10.9%0.004%
5/19/2026Centaurus 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%
5/19/2026Claris Financial LLC56,887$3.40M1.9%+10.2%0.053%
5/18/2026Royal 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%
5/15/2026Wealth Watch Advisors INC16,733$1M0.4%+5.4%0.016%
5/15/2026Waverly Advisors LLC10,856$649K0.0%+7.1%0.010%
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5/14/2026Hilltop Holdings Inc.3,650$218K0.0%-26.0%0.003%
5/14/2026 Keebeck Wealth Management5,045$303K0.0%-18.0%0.005%
5/14/2026Gibbs 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%
5/6/2026Prosperity 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%
5/5/2026Schwallier 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%
5/5/2026Sanctuary 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%
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%
5/2/2026Anchor 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%
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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%
4/27/2026World 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%


FTSM Institutional Ownership - Frequently Asked Questions

During the previous two years, 495 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 417 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 ($1.57M), Concorde Asset Management LLC ($1.17M), Paragon Advisors LLC ($1.07M), BDFS Capital LLC ($1.06M), and Wells Fargo & Company MN ($876.87K).

Institutional investors have bought a total of 15,594,219 shares in the last 24 months. This purchase volume represents approximately $934.22M in transactions.

Of the 224 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), Morgan Stanley ($623.25K), LPL Financial LLC ($474.73K), IFP Advisors Inc ($440.16K), UBS Group AG ($427.73K), and Janney Montgomery Scott LLC ($227.51K).

Institutional investors have sold a total of 8,597,474 shares in the last 24 months. This volume of shares sold represents approximately $514.97M in transactions.


Related Companies

Institutional ownership data for NASDAQ:FTSM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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