First Trust Enhanced Short Maturity ETF (FTSM) Institutional Ownership

$59.76
+0.02 (+0.03%)
(As of 04/25/2024 ET)

Institutional Ownership Changes (13F Filings) for First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM)

Number of
Institutional Buyers
(last 12 months)
285
Total
Institutional Inflows
(last 12 months)
$1.65B
Number of
Institutional Sellers
(last 12 months)
265
Total
Institutional Outflows
(last 12 months)
$1.46B
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FTSM Institutional Buying and Selling by Quarter

First Trust Enhanced Short Maturity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024Latitude Advisors LLC24,267$1.45M0.9%-7.6%0.022%
4/25/2024Lodestar Private Asset Management LLC8,493$506K0.1%-4.3%0.008%
4/25/2024Capital Investment Advisory Services LLC227,576$13.57M1.5%-0.1%0.208%
4/25/2024Triumph Capital Management265,678$15.84M6.5%-10.1%0.243%
4/25/2024L.M. Kohn & Company20,321$1.21M0.3%N/A0.019%
4/25/2024 Valeo Financial Advisors LLC3,850$230K0.0%-49.0%0.004%
4/25/2024Long Run Wealth Advisors LLC140,370$8.37M2.2%+1.2%0.128%
4/25/2024 Summit Financial LLC27,196$1.63M0.1%+251.0%0.025%
4/25/2024 Cambridge Investment Research Advisors Inc.1,331,768$79.40M0.3%-11.2%1.219%
4/24/2024 Private Trust Co. NA21,282$1.27M0.1%-15.0%0.019%
4/24/2024 Strid Group LLC25,755$1.54M0.3%-23.9%0.024%
4/24/2024 Simplicity Wealth LLC272,664$16.26M0.4%-4.1%0.250%
4/24/2024 NBT Bank N A NY7,914$472K0.0%-14.0%0.007%
4/24/2024 Capasso Planning Partners LLC31,754$1.89M0.8%N/A0.029%
4/23/2024 Lunt Capital Management Inc.11,002$656K0.3%-82.6%0.010%
4/23/2024 Global Retirement Partners LLC13,520$806K0.0%-30.6%0.012%
4/23/2024 Twin Peaks Wealth Advisors LLC133,899$7.98M4.4%+10.6%0.123%
4/23/2024 Luken Investment Analytics LLC106,521$6.35M3.2%-34.2%0.098%
4/23/2024 Cherry Creek Investment Advisors Inc.10,448$623K0.3%-90.6%0.010%
4/23/2024 Nations Financial Group Inc. IA ADV22,629$1.35M0.1%-7.7%0.021%
4/23/2024 Gradient Investments LLC591,977$35.29M0.8%-2.7%0.542%
4/23/2024 TrueWealth Advisors LLC15,102$900K0.3%-68.2%0.014%
4/23/2024 Stablepoint Partners LLC80,967$4.83M1.0%+15.3%0.074%
4/23/2024 Strategic Blueprint LLC5,485$327K0.0%-28.5%0.005%
4/23/2024 Raymond James Financial Services Advisors Inc.1,970,442$117.48M0.2%-12.0%1.804%
4/22/2024 Nilsine Partners LLC130,569$7.79M1.1%-4.5%0.120%
4/22/2024 Raymond James & Associates954,781$56.92M0.0%-17.5%0.874%
4/22/2024 Cassia Capital Partners LLC158,856$9.47M6.3%-52.7%0.145%
4/22/2024 Edge Financial Advisors LLC3,872$231K0.2%N/A0.004%
4/22/2024Ashton Thomas Private Wealth LLC141,535$8.44M0.5%+2.3%0.130%
4/19/2024 Core Wealth Partners LLC101,583$6.06M4.6%+13.1%0.093%
4/19/2024 Uncommon Cents Investing LLC22,720$1.36M0.4%-0.8%0.021%
4/19/2024 Cornerstone Wealth Management LLC46,313$2.76M0.2%-5.7%0.042%
4/19/2024 Mainsail Financial Group LLC170,678$10.18M7.0%+1.2%0.156%
4/19/2024 PCG Wealth Advisors LLC27,756$1.66M0.8%-27.5%0.025%
4/19/2024 Westside Investment Management Inc.4,421$264K0.1%-18.4%0.004%
4/19/2024 United Capital Management of KS Inc.7,415$442K0.1%+14.0%0.007%
4/19/2024 Lake Street Private Wealth LLC206,259$12.30M1.7%-9.9%0.188%
4/19/2024 Monument Capital Management25,127$1.50M0.4%-18.2%0.023%
4/18/2024 Naviter Wealth LLC46,332$2.77M0.5%-75.5%0.042%
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4/18/2024 Synergy Asset Management LLC141,141$8.42M1.4%-15.4%0.129%
4/18/2024 Iams Wealth Management LLC5,408$324K0.2%-93.6%0.005%
4/18/2024 tru Independence LLC6,069$362K0.1%-90.6%0.006%
4/18/2024 FARMERS & MERCHANTS TRUST Co OF LONG BEACH16,956$1.01M0.2%+1.2%0.015%
4/18/2024 Claro Advisors LLC3,883$232K0.0%N/A0.004%
4/17/2024 White Wing Wealth Management4,696$280K0.2%N/A0.004%
4/17/2024 Symphony Financial Ltd. Co.33,367$1.99M0.5%-25.0%0.030%
4/16/2024 Cambridge Advisors Inc.16,688$995K0.2%+1.1%0.015%
4/16/2024 Calton & Associates Inc.3,858$230K0.1%+10.0%0.004%
4/16/2024 Register Financial Advisors LLC630$38K0.0%N/A0.001%
4/16/2024 RiverTree Advisors LLC295,568$17.62M11.8%+1.5%0.270%
4/16/2024 Towerpoint Wealth LLC93,543$5.58M2.8%+2.2%0.085%
4/16/2024 Wealth Enhancement Advisory Services LLC188,752$11.25M0.0%+9.0%0.172%
4/15/2024 Wealthcare Advisory Partners LLC16,541$986K0.0%-35.9%0.015%
4/15/2024 G&S Capital LLC10,825$645K0.3%-83.0%0.010%
4/15/2024 Key Client Fiduciary Advisors LLC43,796$2.61M1.4%+6.0%0.040%
4/15/2024 Brookstone Capital Management6,513$388K0.0%+17.6%0.006%
4/15/2024 Financial Enhancement Group LLC112,205$6.70M1.1%-39.0%0.102%
4/15/2024 Columbia Advisory Partners LLC4,177$249K0.3%-21.2%0.004%
4/13/2024 Inspirion Wealth Advisors LLC28,293$1.69M0.3%-51.5%0.026%
4/13/2024 Quad Cities Investment Group LLC33,833$2.02M1.2%-1.7%0.031%
4/12/2024 Keystone Wealth Services LLC20,416$1.22M0.4%-6.4%0.019%
4/12/2024 Global Assets Advisory LLC783,406$46.71M0.2%+5,869.7%0.714%
4/12/2024 Southland Equity Partners LLC5,228$312K0.1%-3.5%0.005%
4/11/2024 San Luis Wealth Advisors LLC36,047$2.15M1.1%-77.3%0.033%
4/11/2024 International Assets Investment Management LLC54,989$3.28M0.1%+9.7%0.050%
4/11/2024 SignalPoint Asset Management LLC13,962$832K0.2%-24.0%0.013%
4/11/2024 Sebold Capital Management Inc.83,371$4.97M3.4%+11.0%0.076%
4/11/2024 RFG Advisory LLC56,227$3.35M0.1%-3.9%0.051%
4/11/2024 Shilanski & Associates Inc.105,324$6.30M2.2%+1.8%0.096%
4/10/2024 Atwood & Palmer Inc.12,975$774K0.1%-30.5%0.012%
4/10/2024 Aprio Wealth Management LLC72,585$4.33M0.8%+96.9%0.066%
4/10/2024 Park Avenue Securities LLC3,547$211K0.0%-8.2%0.003%
4/10/2024 Weitzel Financial Services Inc.28,007$1.67M0.8%-44.9%0.025%
4/10/2024 Signal Advisors Wealth LLC3,440$205K0.1%N/A0.003%
4/10/2024 EWG Elevate Inc.63,071$3.76M1.4%+5.5%0.057%
4/5/2024 Capital Market Strategies LLC6,507$388K0.3%-28.4%0.006%
4/5/2024 NBC Securities Inc.20,973$1.25M0.1%+2.1%0.018%
4/1/2024 Park National Corp OH326,489$19.47M0.7%-6.2%0.285%
3/22/2024PNC Financial Services Group Inc.1,700$101K0.0%-29.5%0.001%
3/15/2024BlueChip Wealth Advisors LLC36,022$2.15M1.5%N/A0.031%
3/15/2024B. Riley Wealth Advisors Inc.122,008$7.28M0.2%-13.9%0.106%
3/8/2024ICA Group Wealth Management LLC32,451$1.94M0.4%-15.1%0.028%
3/6/2024Willner & Heller LLC12,821$765K0.9%N/A0.011%
3/4/2024Tucker Asset Management LLC1,334,127$79.59M19.9%-2.4%1.164%
3/1/2024Creekmur Asset Management LLC149,806$8.94M2.8%N/A0.131%
3/1/2024 Transcendent Capital Group LLC78,202$4.67M3.1%N/A0.068%
2/29/2024Scarborough Advisors LLC43,107$2.57M0.5%-14.3%0.038%
2/26/2024Centaurus Financial Inc.7,146$426K0.0%-48.3%0.006%
2/26/2024Integrated Advisors Network LLC62,045$3.70M0.2%+233.6%0.054%
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2/23/2024TKG Advisors LLC77,813$4.64M2.8%+166.3%0.068%
2/23/2024Chicago Partners Investment Group LLC28,092$1.68M0.1%-7.0%0.025%
2/22/2024Scarborough Advisors LLC63,094$3.76M0.2%+25.4%0.055%
2/16/2024Harbour Investments Inc.431,136$25.72M1.1%+40.7%0.376%
2/15/2024Guardian Wealth Advisors LLC NC42,867$2.56M0.4%-6.5%0.037%
2/14/2024Continuum Advisory LLC35,767$2.13M0.3%-15.7%0.031%
2/14/2024Kestra Advisory Services LLC474,547$28.31M0.2%-6.7%0.414%
2/14/2024MGO One Seven LLC111,892$6.68M0.4%-41.7%0.098%
2/14/2024Visionary Wealth Advisors25,239$1.51M0.1%N/A0.022%
2/14/2024VitalStone Financial LLC6,038$360K0.3%-4.0%0.005%
(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, 500 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 ($518.32M), Wells Fargo & Company MN ($516.16M), Bank of America Corp DE ($287.94M), UBS Group AG ($262.77M), Royal Bank of Canada ($168.24M), and Raymond James Financial Services Advisors Inc. ($117.48M).Learn more on FTSM's institutional investors.

Which institutional investors have been buying First Trust Enhanced Short Maturity ETF stock?

Of the 440 institutional investors that purchased First Trust Enhanced Short Maturity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($4.19M), Wells Fargo & Company MN ($4.02M), First Trust Advisors LP ($3.20M), International Assets Investment Management LLC ($3.16M), UBS Group AG ($2.99M), Prospera Financial Services Inc ($2.13M), and Cambridge Investment Research Advisors Inc. ($1.66M).

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

Institutional investors have bought a total of 67,389,536 shares in the last 24 months. This purchase volume represents approximately $7.08B in transactions.

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

Of the 338 institutional investors that sold First Trust Enhanced Short Maturity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Morgan Stanley ($1.82M), Prospera Financial Services Inc ($1.54M), UBS Group AG ($1.12M), Kestra Advisory Services LLC ($987.65K), Wells Fargo & Company MN ($970.18K), Raymond James Financial Services Advisors Inc. ($957.95K), and Atria Wealth Solutions Inc. ($845.23K).

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

Institutional investors have sold a total of 32,783,787 shares in the last 24 months. This volume of shares sold represents approximately $2.63B in transactions.


This page (NASDAQ:FTSM) was last updated on 4/26/2024 by MarketBeat.com Staff

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