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First Trust Enhanced Short Maturity ETF (FTSM) Institutional Ownership

First Trust Enhanced Short Maturity ETF logo
$59.79 +0.01 (+0.02%)
As of 04:00 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)
310
Total
Institutional Inflows
(last 12 months)
$1.31B
Number of
Institutional Sellers
(last 12 months)
269
Total
Institutional Outflows
(last 12 months)
$696.37M
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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
5/5/2026Collaborative Wealth Managment Inc.8,118$485K0.2%N/A0.008%
5/5/2026Schwallier Wealth Management LLC6,094$364K0.3%-30.7%0.006%
5/5/2026Geneos Wealth Management Inc.46,016$2.75M0.1%-9.2%0.043%
5/5/2026Opinicus Capital Inc.68,003$4.07M2.9%+85.6%0.064%
5/5/2026Sanctuary Advisors LLC153,541$9.18M0.0%-1.6%0.143%
5/5/2026Sigma Planning Corp101,163$6.05M0.2%+46.7%0.095%
5/4/2026Archer Investment Corp10,015$599K0.1%-6.8%0.009%
5/4/2026NWF Advisory Services Inc.42,198$2.52M0.3%N/A0.039%
5/4/2026Chicago Partners Investment Group LLC25,876$1.55M0.0%+14.4%0.024%
5/4/2026Uptick Partners LLC386,047$23.08M4.6%+23.4%0.361%
5/4/2026Moment Partners LLC47,809$2.87M0.5%N/A0.045%
5/4/2026Del 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%
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%
4/16/2026 Triad Wealth Partners LLC211,031$12.62M1.0%-27.7%0.192%
4/16/2026 Park National Corp OH339,233$20.28M0.6%-1.1%0.308%
4/16/2026 Paladin Wealth LLC22,562$1.35M0.9%+3.2%0.021%
3/17/2026Forty three Eighteen Advisors LLC6,585$395K0.3%N/A0.006%
3/17/2026Rockefeller Capital Management L.P.204,034$12.23M0.0%+52.4%0.195%
3/9/2026Corient Private Wealth LLC107,300$6.43M0.0%-6.0%0.103%
2/27/2026 OakTrust Wealth Advisors LLC4,419$265K0.2%N/A0.004%
2/26/2026TD Capital Management LLC133,418$8.00M0.7%-11.4%0.128%
2/26/2026 BDFS Capital LLC1,056,077$63.29M31.9%N/A1.012%
2/24/2026Stone Wealth Partners54,064$3.24M2.9%N/A0.052%
2/20/2026Kinloch Capital LLC97,770$5.86M2.5%+0.7%0.094%
2/19/2026Claris Financial LLC51,617$3.09M1.6%N/A0.049%
2/19/2026 Axxcess Wealth Management LLC14,231$853K0.0%N/A0.014%
2/19/2026Corient Private Wealth LLC107,300$6.43M0.0%-6.0%0.103%
2/18/2026Ameriflex Group Inc.3,208$192K0.1%-31.7%0.003%
2/18/2026Raymond James Financial Inc.2,517,807$150.89M0.0%+0.0%2.412%
2/18/2026Beacon Pointe Advisors LLC43,856$2.63M0.0%-1.0%0.042%
2/18/2026Troutman Wealth Management LLC6,410$384K0.3%N/A0.006%
2/18/2026NewEdge Advisors LLC346,908$20.79M0.1%+31.5%0.332%
2/18/2026Crusonia Wealth Advisors LLC206,478$12.37M2.7%N/A0.198%
2/18/2026KKM Financial LLC19,319$1.16M0.2%+14.7%0.019%
2/18/2026Vines Capital Management LLC8,596$515K0.5%N/A0.008%
2/18/2026Maia Wealth LLC26,801$1.61M0.3%-7.7%0.026%
2/18/2026IHT Wealth Management LLC28,289$1.70M0.0%+2.6%0.027%
2/18/2026Core Wealth Partners LLC31,109$1.86M0.8%-9.3%0.030%
2/17/2026Scarborough Advisors LLC25,152$1.51M0.3%-4.3%0.024%
2/17/2026 Integrated Advisors Network LLC127,405$7.64M0.3%+17.7%0.122%
2/17/2026Cetera Investment Advisers1,788,850$107.21M0.1%+0.5%1.713%
2/17/2026Equitable Holdings Inc.129,703$7.77M0.1%+9.4%0.124%
2/17/2026Wealth Watch Advisors INC15,869$951K0.4%-1.3%0.015%
2/17/2026Kovack Advisors Inc.68,205$4.09M0.2%+265.5%0.065%
2/17/2026Osaic Holdings Inc.1,081,199$64.80M0.1%-8.0%1.036%
2/17/2026Advisory Services Network LLC5,119$307K0.0%-21.1%0.005%


FTSM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTSM shares?

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 ($178.71M), UBS Group AG ($170.93M), Raymond James Financial Inc. ($150.89M), and Bank of America Corp DE ($145.33M).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 424 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), Cetera Investment Advisers ($1.48M), LPL Financial LLC ($1.30M), Concorde Asset Management LLC ($1.17M), and Paragon Advisors LLC ($1.07M).

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

Institutional investors have bought a total of 21,816,793 shares in the last 24 months. This purchase volume represents approximately $1.31B in transactions.

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

Of the 268 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 ($1.24M), Paragon Advisors LLC ($1.05M), Raymond James Financial Inc. ($674.81K), Morgan Stanley ($623.25K), GDS Wealth Management ($559.51K), LPL Financial LLC ($474.73K), and IFP Advisors Inc ($453.23K).

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

Institutional investors have sold a total of 11,626,817 shares in the last 24 months. This volume of shares sold represents approximately $696.37M in transactions.


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