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First Trust Enhanced Short Maturity ETF (FTSM) Institutional Ownership

First Trust Enhanced Short Maturity ETF logo
$59.88 +0.02 (+0.03%)
Closing price 07/8/2025 04:00 PM Eastern
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$59.88 0.00 (0.00%)
As of 07/8/2025 04:29 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.
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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)
$1.14B
Number of
Institutional Sellers
(last 12 months)
278
Total
Institutional Outflows
(last 12 months)
$571.39M
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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
7/8/2025Paladin Wealth LLC17,695$1.06M0.8%-8.1%0.017%
7/8/2025NBC Securities Inc.30,883$1.85M0.2%+3.5%0.029%
7/8/2025Gradient Investments LLC423,183$25.34M0.5%-0.9%0.398%
7/7/2025 Wesbanco Bank Inc.165,894$9.93M0.3%N/A0.156%
7/7/2025 Nova Wealth Management Inc.8,776$525K0.4%-5.5%0.008%
7/3/2025 TrueWealth Advisors LLC7,818$468K0.1%-25.3%0.007%
7/3/2025 City Center Advisors LLC3,760$225K0.2%-18.2%0.004%
7/1/2025 Park National Corp OH294,895$17.66M0.6%+20.0%0.277%
5/29/2025 Nova Wealth Management Inc.9,286$556K0.5%+80.9%0.008%
5/28/2025Anderson Financial Strategies LLC750$45K0.0%N/A0.001%
5/28/2025GK Wealth Management LLC4,342$260K0.3%-14.9%0.004%
5/28/2025Ellsworth Advisors LLC186,462$11.16M2.9%+3.0%0.168%
5/28/2025Wealth Management Associates Inc.15,228$911K0.4%+3.5%0.014%
5/22/2025Mattson Financial Services LLC8,196$490K0.1%-28.1%0.008%
5/21/2025Geneos Wealth Management Inc.22,263$1.33M0.0%+18.1%0.020%
5/20/2025Flaharty Asset Management LLC2,465$148K0.0%N/A0.002%
5/20/2025Integrity Alliance LLC.8,079$483K0.0%N/A0.007%
5/19/2025Advisory Alpha LLC183,697$10.99M0.4%N/A0.165%
5/16/2025Coppell Advisory Solutions LLC289,299$17.37M1.4%-42.9%0.260%
5/16/2025Arete Wealth Advisors LLC50,013$2.99M0.2%+16.3%0.045%
5/16/2025Strait & Sound Wealth Management LLC5,755$344K0.2%-36.2%0.005%
5/16/2025Ashton Thomas Private Wealth LLC87,191$5.24M0.2%-27.5%0.078%
5/16/2025Legacy Wealth Managment LLC ID5,365$321K0.2%-23.5%0.005%
5/16/2025NewEdge Advisors LLC293,995$17.59M0.1%-14.1%0.265%
5/16/2025Integrated Wealth Concepts LLC55,717$3.33M0.0%-7.1%0.050%
5/16/2025Concorde Asset Management LLC1,165,643$69.72M37.3%+1,243.9%1.049%
5/16/2025Aprio Wealth Management LLC68,660$4.11M0.5%+3.6%0.062%
5/15/2025Paragon Private Wealth Management LLC7,501$449K0.2%-38.2%0.007%
5/15/2025Chiron Capital Management LLC18,391$1.10M1.0%-5.2%0.017%
5/15/2025Capital Investment Counsel LLC11,295$676K0.1%-11.6%0.010%
5/15/2025Royal Bank of Canada2,637,594$157.83M0.0%+12.7%2.373%
5/15/2025MAI Capital Management15,442$924K0.0%-6.4%0.014%
5/15/2025Weitzel Financial Services Inc.2,263$135K0.1%-90.3%0.002%
5/15/2025Calton & Associates Inc.5,573$333K0.1%+44.5%0.005%
5/15/2025Baird Financial Group Inc.281,261$16.83M0.0%+2.4%0.253%
5/15/2025OLD Mission Capital LLC7,359$440K0.0%-55.9%0.007%
5/15/2025TD Capital Management LLC173,438$10.38M1.1%+10.5%0.156%
5/14/2025CreativeOne Wealth LLC56,282$3.37M0.1%-19.4%0.051%
5/14/2025PKS Advisory Services LLC4,766$285K0.1%-21.5%0.004%
5/14/2025Orion Capital Management LLC6,254$374K0.2%N/A0.006%
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5/14/2025WCG Wealth Advisors LLC29,961$1.79M0.1%-7.8%0.027%
5/14/2025Comerica Bank132,678$7.94M0.0%-4.2%0.119%
5/14/2025Synovus Financial Corp75,549$4.52M0.1%-6.7%0.068%
5/14/2025SVB Wealth LLC2,200$132K0.0%N/A0.002%
5/14/2025Northwestern Mutual Wealth Management Co.173,859$10.40M0.0%+4.6%0.156%
5/14/2025Kestra Advisory Services LLC264,685$15.84M0.1%-12.7%0.238%
5/14/2025Purus Wealth Management LLC38,021$2.28M1.0%+40.7%0.034%
5/14/2025Summit Financial LLC44,141$2.64M0.1%+33.2%0.040%
5/14/2025Flow Traders U.S. LLC67,336$4.03M0.2%+379.2%0.061%
5/14/2025TFB Advisors LLC4,214$252K0.1%+16.4%0.004%
5/14/2025GDS Wealth Management559,630$33.49M2.9%-33.2%0.503%
5/14/2025ZEGA Investments LLC48,805$2.92M0.4%+11.9%0.044%
5/14/2025Petix & Botte Co220,809$13.21M3.5%+4.9%0.199%
5/13/2025Sand Hill Global Advisors LLC5,210$312K0.0%N/A0.005%
5/13/2025Moment Partners LLC68,534$4.10M0.8%-1.3%0.062%
5/13/2025Steward Partners Investment Advisory LLC189,293$11.33M0.1%-7.6%0.170%
5/13/2025Tyler Stone Wealth Management15,313$916K0.2%+44.3%0.014%
5/13/2025Raymond James Financial Inc.3,192,327$191.03M0.1%+23.2%2.872%
5/13/2025Cresset Asset Management LLC16,039$963K0.0%-2.8%0.014%
5/13/2025United Capital Management of KS Inc.10,156$608K0.1%+14.3%0.009%
5/13/2025Nations Financial Group Inc. IA ADV6,370$381K0.0%-8.9%0.006%
5/13/2025Vestmark Advisory Solutions Inc.26,907$1.61M0.0%+14.1%0.024%
5/13/2025HighTower Advisors LLC250,484$14.99M0.0%+7.4%0.225%
5/13/2025Core Wealth Partners LLC49,102$2.94M1.7%+1.5%0.044%
5/12/2025Meridian Wealth Management LLC9,783$585K0.0%-39.2%0.009%
5/12/2025Maia Wealth LLC50,520$3.02M0.7%+73.7%0.045%
5/12/2025Benjamin Edwards Inc.86,252$5.16M0.1%+21.7%0.078%
5/12/2025Townsquare Capital LLC218,852$13.10M0.1%-7.8%0.197%
5/12/2025Citigroup Inc.145,330$8.70M0.0%-4.5%0.131%
5/12/2025LaSalle St. Investment Advisors LLC43,486$2.60M0.6%-2.2%0.039%
5/12/2025WealthPlan Investment Management LLC95,125$5.69M0.6%+4.4%0.086%
5/9/2025Chicago Partners Investment Group LLC25,045$1.50M0.0%-1.0%0.023%
5/9/2025Citizens Financial Group Inc. RI71,224$4.28M0.1%+0.7%0.064%
5/9/2025WealthShield Partners LLC3,432$206K0.0%-28.5%0.003%
5/9/2025Atria Wealth Solutions Inc.159,811$9.60M0.1%-18.6%0.144%
5/9/2025Cary Street Partners Financial LLC21,416$1.28M0.0%+287.4%0.019%
5/9/2025Advyzon Investment Management LLC37,597$2.25M0.9%+33.4%0.034%
5/9/2025Commonwealth Equity Services LLC697,847$41.76M0.1%-4.1%0.628%
5/8/2025IFG Advisory LLC35,471$2.12M0.1%-10.8%0.032%
5/8/2025Moors & Cabot Inc.5,686$340K0.0%-11.8%0.005%
5/8/2025ProVise Management Group LLC3,634$217K0.0%-16.6%0.003%
5/8/2025Certified Advisory Corp6,766$405K0.0%-4.7%0.006%
5/8/2025Harbour Investments Inc.256,721$15.36M0.4%-6.7%0.231%
5/8/2025MGO One Seven LLC77,322$4.63M0.2%+15.7%0.070%
5/8/2025Collaborative Wealth Managment Inc.3,650$218K0.1%-9.4%0.003%
5/8/2025360 Financial Inc.28,209$1.69M0.6%+17.6%0.025%
5/8/2025Arkadios Wealth Advisors31,950$1.91M0.1%+7.4%0.029%
5/8/2025Geneos Wealth Management Inc.33,833$2.03M0.1%+79.5%0.030%
5/7/2025SLT Holdings LLC26,516$1.59M1.6%-36.9%0.024%
5/7/2025Foundations Investment Advisors LLC32,570$1.95M0.0%-43.6%0.029%
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5/7/2025Maridea Wealth Management LLC19,732$1.18M0.4%-32.2%0.018%
5/7/2025Prosperity Consulting Group LLC19,044$1.14M0.1%-4.3%0.017%
5/7/2025LPL Financial LLC9,141,990$547.06M0.2%+3.2%8.225%
5/7/2025Texas Yale Capital Corp.56,315$3.37M0.1%-0.9%0.051%
5/7/2025Inspire Advisors LLC7,312$438K0.1%-6.1%0.007%
5/6/2025Assetmark Inc.25,582$1.53M0.0%+1.5%0.023%
5/6/2025Cetera Investment Advisers1,447,685$86.63M0.2%-5.5%1.302%
5/6/2025Avantax Advisory Services Inc.287,831$17.22M0.1%-0.4%0.259%
5/6/2025Brookwood Investment Group LLC19,460$1.16M0.2%N/A0.018%
5/6/2025Atria Investments Inc319,441$19.12M0.2%-29.2%0.287%
(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 418 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 19,136,515 shares in the last 24 months. This purchase volume represents approximately $1.14B in transactions.

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

Of the 278 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 9,556,327 shares in the last 24 months. This volume of shares sold represents approximately $571.39M in transactions.


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This page (NASDAQ:FTSM) was last updated on 7/9/2025 by MarketBeat.com Staff
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