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First Trust Enhanced Short Maturity ETF (FTSM) Institutional Ownership

First Trust Enhanced Short Maturity ETF logo
$59.64 +0.01 (+0.02%)
Closing price 04:00 PM Eastern
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$59.64 0.00 (0.00%)
As of 07:30 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)
260
Total
Institutional Inflows
(last 12 months)
$942.78M
Number of
Institutional Sellers
(last 12 months)
229
Total
Institutional Outflows
(last 12 months)
$695.44M
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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
10/14/2026Triumph Capital Management114,075$6.79M1.2%-15.8%0.101%
10/14/2026Signal Advisors Wealth LLC9,402$560K0.0%-13.2%0.008%
10/14/2026Ifrah Financial Services Inc.133,218$7.93M2.0%N/A0.118%
10/14/2026B. Riley Wealth Advisors Inc.42,943$2.56M0.1%N/A0.038%
10/13/2026Midwest Financial Network LLC10,879$647K0.5%+2.0%0.010%
10/9/2026GK Wealth Management LLC2,281$136K0.1%-38.2%0.002%
10/9/2026Balefire LLC22,949$1.37M0.2%-7.0%0.020%
10/9/2026Castle Rock Wealth Management LLC53,572$3.19M0.6%+6.5%0.048%
10/9/2026Gerald Baker Financial Group LLC96,614$5.75M1.6%+53.9%0.086%
10/9/2026First Heartland Consultants Inc.9,890$589K0.0%N/A0.009%
10/8/2026Wisconsin Wealth Advisors LLC26,570$1.58M1.3%-1.0%0.024%
10/8/2026Financial Enhancement Group LLC258,930$15.43M1.8%-16.5%0.233%
10/8/2026Farther Finance Advisors LLC73,868$4.40M0.0%+24.8%0.067%
10/8/2026Titleist Asset Management LLC238,310$14.18M0.9%+0.5%0.215%
10/8/2026Gradient Investments LLC713,305$42.45M0.6%-2.8%0.642%
10/8/2026Kaydan Wealth Management Inc.280,383$16.69M5.8%-32.0%0.252%
10/7/2026Venture Visionary Partners LLC4,067$242K0.0%N/A0.004%
10/5/2026Park National Corp OH322,082$19.17M0.5%-1.6%0.290%
9/23/2026Envestnet Asset Management Inc.865,066$51.67M0.0%+4.6%0.783%
9/9/2026Capital Analysts LLC603$36K0.0%+175.3%0.001%
9/9/2026Integrated Wealth Concepts LLC26,183$1.56M0.0%-17.7%0.024%
9/9/2026RFG Advisory LLC55,939$3.34M0.1%-1.5%0.051%
9/9/2026NewEdge Advisors LLC355,145$21.21M0.1%+6.7%0.327%
9/9/2026IFP Advisors Inc412,661$24.65M0.4%-5.3%0.379%
9/9/2026Baird Financial Group Inc.62,244$3.72M0.0%-37.6%0.057%
9/8/2026Waverly Advisors LLC8,922$533K0.0%-17.8%0.008%
9/2/2026Second Line Capital LLC351,126$21.04M3.8%+1,588.1%0.323%
9/2/2026Citadel Advisors LLC81,187$4.85M0.0%N/A0.075%
8/27/2026Corient Private Wealth LP95,388$5.70M0.0%-13.2%0.088%
8/27/2026Tucker Asset Management LLC591,007$35.30M8.7%-41.7%0.543%
8/26/2026Brown Financial Advisors23,620$1.41M0.5%+3.6%0.022%
8/25/2026Kirkwood Financial Services436,651$26.07M7.5%N/A0.402%
8/23/2026Ameritas Advisory Services LLC256,025$15.29M0.3%+82.3%0.235%
8/23/2026Guardian Wealth Advisors LLC NC7,214$431K0.0%-87.2%0.007%
8/23/2026PCG Wealth Advisors LLC98,502$5.88M1.3%+3.0%0.091%
8/23/2026Nilsine Partners LLC98,164$5.86M0.4%+2.1%0.090%
8/23/2026Kaydan Wealth Management Inc.412,387$24.63M7.5%-1.7%0.379%
8/22/2026Compass Financial Management LLC13,207$789K0.1%N/A0.012%
8/22/2026Investor s Fiduciary Advisor Network LLC36,365$2.17M0.7%+1.7%0.033%
8/22/2026Legacy Wealth Managment LLC ID54,969$3.28M1.4%-4.6%0.051%
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8/22/2026Concurrent Investment Advisors LLC129,629$7.74M0.1%-95.0%0.119%
8/21/2026Fairway Financial LLC106,271$6.35M4.3%+2.4%0.098%
8/21/2026Paragon Private Wealth Management LLC17,991$1.08M0.3%N/A0.017%
8/21/2026Continuum Advisory LLC70,374$4.20M0.3%+111.4%0.065%
8/21/2026Weitzel Financial Services Inc.16,195$968K0.3%-10.7%0.015%
8/21/2026Symphony Financial Ltd. Co.12,649$756K0.1%-33.0%0.012%
8/21/2026Luken Investment Analytics LLC11,252$672K0.2%+5.8%0.010%
8/21/2026Triumph Capital Management135,522$8.10M1.4%-11.0%0.125%
8/12/2026Compass Financial Management LLC13,207$789K0.1%N/A0.012%
7/10/2026Dagco Inc.25,759$1.54M0.3%+25.2%0.024%
7/10/2026G&S Capital LLC97,797$5.84M1.7%+342.2%0.090%
7/10/2026Wealthcare Advisory Partners LLC56,276$3.36M0.1%-13.7%0.052%
7/10/2026Paladin Wealth LLC24,856$1.49M0.9%+10.2%0.023%
7/9/2026Key Client Fiduciary Advisors LLC46,945$2.80M0.8%+7.9%0.043%
7/9/2026World Equity Group Inc.6,776$405K0.1%-41.3%0.006%
7/9/2026Valeo Financial Advisors LLC3,850$230K0.0%-5.4%0.004%
7/8/2026Gradient Investments LLC733,976$43.84M0.6%+10.7%0.675%
7/8/2026White Wing Wealth Management18,070$1.08M0.6%-18.3%0.017%
7/8/2026Midwest Financial Network LLC10,663$637K0.4%-14.4%0.010%
7/7/2026Quad Cities Investment Group LLC25,883$1.55M0.6%-22.7%0.024%
7/7/2026Balefire LLC24,677$1.47M0.2%-30.6%0.023%
7/7/2026Dynamic Advisor Solutions LLC4,855$290K0.0%-24.7%0.004%
7/7/2026Willner & Heller LLC40,632$2.43M1.5%+13.9%0.037%
7/7/2026GK Wealth Management LLC3,690$220K0.1%N/A0.003%
7/7/2026Avior Wealth Management LLC17,085$1.02M0.0%-24.9%0.016%
7/7/2026Financial Enhancement Group LLC310,065$18.52M2.2%+17.7%0.285%
7/7/2026CoreCap Advisors LLC1,232$74K0.0%+16.9%0.001%
6/9/2026Rathbones Group PLC8,111$485K0.0%-3.8%0.008%
6/8/2026Pine Valley Investments Ltd Liability Co40,230$2.41M0.1%-3.8%0.038%
6/4/2026Midwest Financial Network LLC12,462$745K0.6%-12.8%0.012%
6/3/2026Parallel Advisors LLC4,124$247K0.0%+2,888.4%0.004%
6/3/2026NewEdge 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%
5/19/2026NewEdge 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%
5/19/2026Arkadios Wealth Advisors51,857$3.10M0.1%+23.6%0.048%
5/19/2026IFS 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%
5/16/2026IMG Wealth Management Inc.24,122$1.44M0.9%-2.2%0.023%
5/15/2026Gateway 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%
5/14/2026Hilltop Holdings Inc.3,650$218K0.0%-26.0%0.003%
5/14/2026Keebeck Wealth Management5,045$303K0.0%-18.0%0.005%
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5/14/2026Gibbs Wealth Management8,867$530K0.1%+81.9%0.008%
5/14/2026Ascension Capital Advisors Inc.4,280$256K0.1%-8.9%0.004%
5/13/2026Cetera Investment Advisers1,577,404$94.30M0.1%-11.8%1.474%
5/13/2026Signature Equity Partners LLC4,263$255K0.1%+75.8%0.004%
5/13/2026NewEdge Wealth LLC80,332$4.80M0.1%-1.5%0.075%
5/13/2026First Trust Advisors LP81,093$4.85M0.0%-59.6%0.076%
5/12/2026Insight Advisors LLC PA31,814$1.90M0.4%-15.5%0.030%
5/8/2026Wilkerson Advisory Group LLC9,733$582K0.2%-5.5%0.009%
5/7/2026Scarborough Advisors LLC24,731$1.48M0.2%-1.7%0.023%
5/7/2026Balefire LLC35,575$2.13M0.4%-1.5%0.033%


FTSM Institutional Ownership - Frequently Asked Questions

During the previous two years, 494 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 416 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. ($3.62M), 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 15,741,683 shares in the last 24 months. This purchase volume represents approximately $942.78M in transactions.

Of the 228 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: Concurrent Investment Advisors LLC ($2.46M), First Trust Advisors LP ($1.36M), Paragon Advisors LLC ($1.05M), Morgan Stanley ($623.25K), LPL Financial LLC ($474.73K), IFP Advisors Inc ($463.03K), and UBS Group AG ($427.73K).

Institutional investors have sold a total of 11,620,391 shares in the last 24 months. This volume of shares sold represents approximately $695.44M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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