Free Trial

First Trust Enhanced Short Maturity ETF (FTSM) Institutional Ownership

First Trust Enhanced Short Maturity ETF logo
$59.90 -0.02 (-0.03%)
(As of 11/20/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
226
Total
Institutional Inflows
(last 12 months)
$1.05B
Number of
Institutional Sellers
(last 12 months)
253
Total
Institutional Outflows
(last 12 months)
$681.11M
Get FTSM Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Enhanced Short Maturity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Sunbelt Securities Inc.4,261$255K0.0%+8.6%0.004%
11/18/2024 Brown Financial Advisors30,118$1.80M0.7%+4.7%0.029%
11/18/2024 Strait & Sound Wealth Management LLC9,174$549K0.3%-32.8%0.009%
11/15/2024 Continuum Advisory LLC9,906$593K0.1%-58.9%0.010%
11/15/2024 MML Investors Services LLC164,122$9.83M0.0%+3.7%0.159%
11/15/2024 Legacy Investment Solutions LLC9,016$540K0.3%N/A0.009%
11/15/2024 Dunhill Financial LLC1,995$119K0.1%-77.8%0.002%
11/15/2024 Orion Portfolio Solutions LLC7,390$442K0.0%+61.7%0.007%
11/15/2024 Zega Financial LLC21,659$1.30M0.2%+23.7%0.021%
11/15/2024 Jane Street Group LLC350,000$20.95M0.0%-42.4%0.340%
11/15/2024 Weaver Consulting Group8,032$481K0.2%N/A0.008%
11/15/2024 Stifel Financial Corp837,811$50.16M0.1%+11.3%0.813%
11/15/2024 Quadrature Capital Ltd38,728$2.32M0.1%N/A0.038%
11/15/2024 IHT Wealth Management LLC25,900$1.55M0.0%-9.6%0.025%
11/15/2024 Integrated Wealth Concepts LLC54,951$3.29M0.0%-35.6%0.053%
11/15/2024 HighTower Advisors LLC215,678$12.91M0.0%-4.9%0.209%
11/15/2024 Coastwise Capital Group LLC3,585$215K0.2%N/A0.003%
11/15/2024 Benjamin Edwards Inc.72,993$4.37M0.1%+5,000.8%0.071%
11/14/2024 L.M. Kohn & Company25,263$1.51M0.4%+9.9%0.025%
11/14/2024 Flow Traders U.S. LLC24,396$1.46M0.1%N/A0.024%
11/14/2024 Arete Wealth Advisors LLC46,262$2.77M0.2%-4.2%0.045%
11/14/2024 Rockefeller Capital Management L.P.129,509$7.75M0.0%-5.9%0.126%
11/14/2024 CreativeOne Wealth LLC17,554$1.05M0.0%N/A0.017%
11/13/2024 Townsquare Capital LLC263,236$15.76M0.2%+47.5%0.255%
11/13/2024 BNP Paribas Financial Markets64,145$3.84M0.0%-27.9%0.062%
11/13/2024 Avestar Capital LLC123,383$7.39M0.8%-48.0%0.120%
11/13/2024 D.A. Davidson & CO.101,321$6.07M0.1%+2.2%0.098%
11/13/2024 Elios Financial Group Inc.72,934$4.37M2.0%N/A0.071%
11/13/2024 Private Trust Co. NA33,100$1.98M0.2%-13.0%0.032%
11/13/2024 Prosperity Financial Group Inc.4,727$283K0.2%-10.9%0.005%
11/13/2024 Gentry Private Wealth LLC50,439$3.02M2.5%-0.9%0.049%
11/12/2024 Capital Investment Counsel LLC20,754$1.24M0.2%-45.2%0.020%
11/12/2024 Centaurus Financial Inc.2,521$151K0.0%+26.4%0.002%
11/12/2024 Family Capital Management Inc.37,769$2.26M1.5%-2.2%0.037%
11/12/2024 StoneX Group Inc.198,790$11.95M1.1%+18.1%0.193%
11/12/2024 KKM Financial LLC18,960$1.14M0.6%+64.3%0.018%
11/12/2024 Kingsview Wealth Management LLC505,391$30.26M0.6%+56.7%0.490%
11/12/2024 Great Valley Advisor Group Inc.76,711$4.59M0.1%N/A0.074%
11/12/2024 Meridian Wealth Management LLC20,113$1.20M0.1%-16.0%0.020%
11/12/2024 Citigroup Inc.158,985$9.52M0.0%-22.7%0.154%
Trump said you could learn something from this man (Ad)

Early Warning: A Deep Crack Is Forming In The US Economy Stocks are booming thanks to Trump’s landslide victory. Yet one former Trump advisor says the picture is less rosy than it seems. “I’ve found a deep crack forming in the foundations of the US economy,” he says. “And before too long, it could tear our country apart.” It’s critical you learn more today, BEFORE it impacts your money and your retirement.

Here’s everything you need to know.
11/12/2024 Raymond James Trust N.A.36,767$2.20M0.0%-1.4%0.036%
11/9/2024 LPL Financial LLC8,368,518$501.02M0.2%-2.3%8.121%
11/8/2024 Citizens Financial Group Inc. RI69,603$4.18M0.1%-0.6%0.068%
11/8/2024 Moors & Cabot Inc.6,446$386K0.0%-14.7%0.006%
11/8/2024 Darwin Wealth Management LLC19,854$1.19M0.3%N/A0.019%
11/8/2024 MTM Investment Management LLC19,037$1.14M0.4%-5.7%0.018%
11/7/2024 Prospera Financial Services Inc414,093$24.80M0.6%-35.0%0.402%
11/7/2024 Schwallier Wealth Management LLC157,054$9.40M6.7%+5.4%0.152%
11/7/2024 Holistic Financial Partners22,766$1.36M0.7%-15.9%0.022%
11/7/2024 Thrivent Financial for Lutherans17,643$1.06M0.0%+84.6%0.017%
11/6/2024 1776 Wealth LLC221,597$13.27M5.9%-3.4%0.215%
11/6/2024 Archer Investment Corp11,066$663K0.2%-3.5%0.011%
11/6/2024 Balboa Wealth Partners4,198$251K0.1%-10.4%0.004%
11/6/2024 OneDigital Investment Advisors LLC25,081$1.50M0.0%-11.2%0.024%
11/6/2024 Traction Financial Partners LLC14,086$843K0.7%+5.8%0.014%
11/6/2024 Main Street Financial Solutions LLC16,464$986K0.1%-5.9%0.016%
11/6/2024 Cornerstone Planning Group LLC587$35K0.0%-91.9%0.001%
11/5/2024 Aptus Capital Advisors LLC16,868$1.01M0.0%-7.1%0.016%
11/5/2024 Prime Capital Investment Advisors LLC7,518$450K0.0%-19.6%0.007%
11/5/2024 Ashton Thomas Private Wealth LLC113,650$6.80M0.4%-24.3%0.110%
11/5/2024 Proactive Wealth Strategies LLC54,758$3.28M1.8%N/A0.053%
11/5/2024 WealthPlan Investment Management LLC83,455$5.00M0.5%N/A0.081%
11/5/2024 Harbour Investments Inc.302,885$18.13M0.5%-18.8%0.294%
11/5/2024 Nations Financial Group Inc. IA ADV7,928$475K0.0%+3.8%0.008%
11/4/2024 Jaffetilchin Investment Partners LLC241,214$14.44M1.1%-1.7%0.234%
11/4/2024 Core Wealth Partners LLC52,321$3.13M1.9%-44.7%0.051%
11/4/2024 GDS Wealth Management1,472,046$88.13M8.6%+204.9%1.428%
11/4/2024 Catalytic Wealth RIA LLC36,588$2.19M0.4%+15.3%0.036%
11/4/2024 Tyler Stone Wealth Management12,013$719K0.1%+64.4%0.012%
11/4/2024 Legacy Capital Wealth Partners LLC3,344$200K0.0%N/A0.003%
11/4/2024 Sigma Planning Corp121,572$7.28M0.2%-24.9%0.118%
11/2/2024 Transcendent Capital Group LLC92,299$5.53M2.8%+14.8%0.090%
11/2/2024 Mach 1 Financial Group LLC3,397$203K0.1%N/A0.003%
11/1/2024 Atria Investments Inc575,958$34.48M0.4%-0.9%0.559%
11/1/2024 Objective Capital Management LLC10,614$635K0.4%N/A0.010%
11/1/2024 PFS Partners LLC2,197$132K0.1%-44.7%0.002%
11/1/2024 Assetmark Inc.14,702$880K0.0%-43.5%0.014%
11/1/2024 Holistic Planning LLC14,606$874K0.4%N/A0.014%
10/31/2024 Weitzel Financial Services Inc.25,324$1.52M0.7%-8.9%0.024%
10/31/2024 Ascension Capital Advisors Inc.27,066$1.62M0.8%-0.7%0.026%
10/31/2024 Financial Enhancement Group LLC271,858$16.21M2.9%-36.2%0.263%
10/31/2024 Concurrent Investment Advisors LLC14,492$868K0.0%-20.5%0.014%
10/30/2024 Maia Wealth LLC20,448$1.23M0.3%-3.1%0.020%
10/30/2024 1834 Investment Advisors Co.16,847$1.01M0.1%-33.0%0.016%
10/30/2024 Beacon Financial Advisory LLC35,774$2.14M0.7%+1.2%0.035%
10/30/2024 NorthRock Partners LLC26,131$1.56M0.1%N/A0.025%
10/30/2024 Madden Advisory Services Inc.12,250$733K0.3%-9.8%0.012%
10/30/2024 Moloney Securities Asset Management LLC89,621$5.37M0.7%+17.7%0.087%
10/30/2024 World Equity Group Inc.13,335$798K0.3%-16.6%0.013%
10/30/2024 TKG Advisors LLC54,481$3.26M1.6%+319.9%0.053%
JD Vance Predicts: Wall Street vs. Trump & Your Money (Ad)

Trump's back in the White House, but Wall Street is pissed. Here's the deal: Wall Street's about to purposely crash the bond market to sabotage Trump's comeback.

Get your free guide NOW before it's too late.
10/29/2024 TrueWealth Advisors LLC7,359$441K0.1%-26.1%0.007%
10/29/2024 Latitude Advisors LLC17,570$1.05M0.6%-2.1%0.017%
10/29/2024 Janney Montgomery Scott LLC409,627$24.52M0.1%-4.2%0.396%
10/29/2024 Clear Creek Financial Management LLC28,837$1.73M0.2%-8.1%0.028%
10/29/2024 Luken Investment Analytics LLC61,423$3.68M1.7%-27.1%0.059%
10/29/2024 Chicago Partners Investment Group LLC23,099$1.39M0.0%-23.1%0.022%
10/29/2024 Farther Finance Advisors LLC62,900$3.77M0.1%+210.0%0.061%
10/28/2024 Gladstone Institutional Advisory LLC157,868$9.45M0.5%-0.9%0.153%
10/28/2024 Creative Financial Designs Inc. ADV8,888$532K0.0%-6.1%0.009%
10/28/2024 Stephens Inc. AR36,650$2.19M0.0%-8.7%0.035%
(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, 503 institutional investors and hedge funds held shares of First Trust Enhanced Short Maturity ETF. The most heavily invested institutionals were Morgan Stanley ($862.00M), Wells Fargo & Company MN ($516.16M), LPL Financial LLC ($501.02M), Bank of America Corp DE ($287.94M), UBS Group AG ($262.77M), Royal Bank of Canada ($168.24M), and Osaic Holdings Inc. ($132.19M).Learn more on FTSM's institutional investors.

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

Of the 426 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 ($3.53M), First Trust Advisors LP ($3.20M), International Assets Investment Management LLC ($3.16M), Wells Fargo & Company MN ($1.96M), GDS Wealth Management ($1.87M), UBS Group AG ($1.67M), and Cetera Investment Advisers ($1.52M).

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

Institutional investors have bought a total of 54,709,860 shares in the last 24 months. This purchase volume represents approximately $5.07B in transactions.

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

Of the 349 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), Raymond James Financial Services Advisors Inc. ($1.27M), UBS Group AG ($1.12M), Kestra Advisory Services LLC ($1.01M), Raymond James & Associates ($998.28K), Commonwealth Equity Services LLC ($976.29K), and Prospera Financial Services Inc ($973.97K).

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

Institutional investors have sold a total of 32,041,581 shares in the last 24 months. This volume of shares sold represents approximately $2.25B in transactions.



This page (NASDAQ:FTSM) was last updated on 11/21/2024 by MarketBeat.com Staff
From Our Partners