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First Trust Enhanced Short Maturity ETF (FTSM) Institutional Ownership

First Trust Enhanced Short Maturity ETF logo
$59.78 -0.21 (-0.35%)
Closing price 01/31/2025 04:00 PM Eastern
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$59.78 0.00 (0.00%)
As of 01/31/2025 06:13 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.

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

Number of
Institutional Buyers
(last 12 months)
244
Total
Institutional Inflows
(last 12 months)
$943.32M
Number of
Institutional Sellers
(last 12 months)
252
Total
Institutional Outflows
(last 12 months)
$682.87M
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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
1/31/2025Global Retirement Partners LLC40,283$2.41M0.1%+340.2%0.039%
1/31/2025Proactive Wealth Strategies LLC57,102$3.41M1.8%+4.3%0.055%
1/31/2025Traction Financial Partners LLC4,322$258K0.2%-69.3%0.004%
1/31/2025Atria Wealth Solutions Inc.196,377$11.74M0.1%-30.4%0.188%
1/31/2025D.A. Davidson & CO.126,363$7.55M0.1%+24.7%0.121%
1/31/2025Truist Financial Corp517,372$30.92M0.0%+67.9%0.495%
1/31/2025Ifrah Financial Services Inc.122,425$7.32M2.0%+2.7%0.117%
1/31/2025Sanctuary Advisors LLC160,995$9.66M0.1%-5.9%0.154%
1/31/2025Monument Capital Management22,344$1.34M0.4%-1.2%0.021%
1/31/2025J.W. Cole Advisors Inc.30,511$1.82M0.1%+15.1%0.029%
1/30/2025 Valmark Advisers Inc.20,230$1.21M0.0%-2.7%0.019%
1/30/2025 L.M. Kohn & Company22,808$1.36M0.4%-9.7%0.022%
1/30/2025 Csenge Advisory Group1,127,982$67.42M3.7%-0.2%1.079%
1/30/2025 Tcfg Wealth Management LLC5,663$338K0.2%-6.4%0.005%
1/30/2025 Principal Securities Inc.41,297$2.47M0.1%+15.1%0.040%
1/30/2025 Centerpoint Advisory Group13,039$779K0.8%N/A0.012%
1/30/2025 Hickory Asset Management Inc.6,405$383K0.3%N/A0.006%
1/30/2025 WealthPlan Investment Management LLC91,142$5.45M0.5%+9.2%0.087%
1/30/2025 Scarborough Advisors LLC26,307$1.57M0.2%-36.0%0.025%
1/30/2025 Nations Financial Group Inc. IA ADV6,995$418K0.0%-11.8%0.007%
1/30/2025 Family Capital Management Inc.36,404$2.18M1.3%-3.6%0.035%
1/30/2025 DHJJ Financial Advisors Ltd.1,898$113K0.0%-22.7%0.002%
1/30/2025 Manchester Financial Inc.295,153$17.64M3.9%-12.3%0.282%
1/29/2025 Avestar Capital LLC86,046$5.14M0.4%-30.3%0.082%
1/29/2025 MTM Investment Management LLC19,737$1.18M0.5%+3.7%0.019%
1/29/2025 Naples Global Advisors LLC15,302$915K0.1%-9.8%0.015%
1/29/2025 Great Lakes Retirement Inc.39,860$2.38M0.3%+2.6%0.038%
1/29/2025 Gladstone Institutional Advisory LLC195,029$11.66M0.5%+23.5%0.187%
1/29/2025 TFB Advisors LLC3,619$216K0.1%N/A0.003%
1/29/2025 Authentikos Wealth Advisory LLC4,702$281K0.3%+128.1%0.005%
1/29/2025 Guided Capital Wealth Management LLC115,782$6.92M6.3%N/A0.111%
1/29/2025 Latitude Advisors LLC17,019$1.02M0.6%-3.1%0.016%
1/29/2025 Sovran Advisors LLC3,783$226K0.0%N/A0.004%
1/29/2025 Paladin Wealth LLC23,961$1.43M1.2%-13.4%0.023%
1/29/2025 Wagner Wealth Management LLC10,083$603K0.2%+13,344.0%0.010%
1/28/2025 Kestra Private Wealth Services LLC108,810$6.50M0.1%+3.3%0.104%
1/28/2025 Stephens Inc. AR31,045$1.86M0.0%-15.3%0.030%
1/28/2025 Moloney Securities Asset Management LLC93,873$5.61M0.8%+4.7%0.090%
1/28/2025 Farmers & Merchants Investments Inc.2,150$129K0.0%-27.3%0.002%
1/28/2025 Strid Group LLC19,501$1.17M0.2%-2.5%0.019%
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1/28/2025 Kingsview Wealth Management LLC459,743$27.48M0.5%-9.0%0.440%
1/28/2025 Opinicus Capital Inc.4,091$245K0.2%N/A0.004%
1/28/2025 TFG Advisers LLC4,252$254K0.1%+5.1%0.004%
1/28/2025 Mainsail Financial Group LLC245,046$14.65M8.5%+6.6%0.235%
1/28/2025 Golden State Wealth Management LLC55,618$3.32M0.5%N/A0.053%
1/28/2025 Lodestar Private Asset Management LLC7,926$474K0.1%-2.7%0.008%
1/27/2025 Silver Oak Securities Incorporated24,048$1.44M0.1%+9.6%0.023%
1/27/2025 Financial Advocates Investment Management59,255$3.54M0.2%+16.3%0.057%
1/27/2025 Beacon Financial Advisory LLC36,579$2.19M0.7%+2.3%0.035%
1/27/2025 Insight Advisors LLC PA94,605$5.66M1.0%-2.7%0.091%
1/27/2025 Summit Wealth Partners LLC54,315$3.25M0.7%+34.0%0.052%
1/27/2025 Lion Street Advisors LLC32,596$1.95M0.6%+7.7%0.031%
1/27/2025 Stratos Investment Management LLC12,742$762K0.0%N/A0.012%
1/27/2025 Stratos Wealth Advisors LLC140,267$8.38M0.4%-12.7%0.134%
1/27/2025 Stratos Wealth Partners LTD.134,692$8.05M0.1%-20.1%0.129%
1/27/2025 Cassia Capital Partners LLC150,473$8.99M5.7%-0.5%0.144%
1/27/2025 PFS Partners LLC5,476$327K0.2%+149.2%0.005%
1/24/2025 GDS Wealth Management837,263$50.04M4.6%-43.1%0.802%
1/24/2025 Holistic Planning LLC261,409$15.62M5.7%+1,689.7%0.250%
1/24/2025 Sterling Manor Financial LLC160,569$9.60M6.7%+2.6%0.154%
1/24/2025 GPS Wealth Strategies Group LLC44,281$2.65M0.3%-40.7%0.042%
1/24/2025 Golden State Equity Partners24,875$1.49M0.3%+2.5%0.024%
1/24/2025 Spire Wealth Management156,848$9.38M0.3%N/A0.150%
1/24/2025 DAVENPORT & Co LLC6,405$383K0.0%+48.4%0.006%
1/24/2025 Symphony Financial Ltd. Co.15,089$904K0.1%+3.7%0.014%
1/24/2025 Chicago Partners Investment Group LLC25,288$1.51M0.1%+9.5%0.024%
1/24/2025 Clear Creek Financial Management LLC25,656$1.53M0.2%-11.0%0.025%
1/23/2025 Coastwise Capital Group LLC24,707$1.48M1.2%+589.2%0.024%
1/23/2025 Luken Investment Analytics LLC55,877$3.34M1.5%-9.0%0.054%
1/23/2025 Calton & Associates Inc.3,858$231K0.1%N/A0.004%
1/23/2025 Capital Investment Advisory Services LLC261,333$15.62M1.5%+2.1%0.250%
1/23/2025 Synergy Asset Management LLC247,297$14.80M1.1%+76.6%0.237%
1/23/2025 Gateway Wealth Partners LLC21,549$1.29M0.3%-12.6%0.021%
1/23/2025 Capital Investment Counsel LLC12,770$763K0.1%-38.5%0.012%
1/23/2025 SteelPeak Wealth LLC3,500$209K0.0%-11.2%0.003%
1/22/2025 Mattern Wealth Management LLC15,005$897K0.2%-1.3%0.014%
1/22/2025 FSC Wealth Advisors LLC201,959$12.07M7.8%-2.7%0.193%
1/22/2025 Nilsine Partners LLC128,502$7.68M0.8%+0.2%0.123%
1/22/2025 Cherry Creek Investment Advisors Inc.9,158$547K0.3%-5.5%0.009%
1/22/2025 Foundations Investment Advisors LLC57,779$3.45M0.1%-45.4%0.055%
1/21/2025 Petix & Botte Co210,435$12.58M3.3%+12.9%0.202%
1/21/2025 Stablepoint Partners LLC155,398$9.29M1.7%+21.4%0.149%
1/21/2025 1834 Investment Advisors Co.6,724$402K0.1%-60.1%0.006%
1/21/2025 Merkkuri Wealth Advisors LLC8,700$520K0.4%-29.1%0.008%
1/21/2025 Flagship Harbor Advisors LLC20,581$1.23M0.1%+123.6%0.020%
1/21/2025 Geneos Wealth Management Inc.18,847$1.13M0.0%N/A0.018%
1/21/2025 Dynamic Advisor Solutions LLC9,267$554K0.0%-3.1%0.009%
1/21/2025 PCG Wealth Advisors LLC116,994$6.99M2.6%+891.1%0.114%
1/21/2025 Cottonwood Capital Advisors LLC9,366$560K0.4%-4.8%0.009%
1/21/2025 McGuire Investment Group LLC96,469$5.77M0.8%+0.5%0.094%
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1/21/2025 Gradient Investments LLC534,545$31.95M0.6%-11.9%0.519%
1/21/2025 Southland Equity Partners LLC4,438$265K0.1%-5.6%0.004%
1/21/2025 RFG Advisory LLC43,986$2.63M0.1%-7.6%0.043%
1/21/2025 Shilanski & Associates Inc.104,699$6.26M2.0%-0.5%0.102%
1/21/2025 Cornerstone Wealth Management LLC62,793$3.75M0.3%+32.0%0.061%
1/17/2025 Key Client Fiduciary Advisors LLC35,871$2.14M0.9%+2.6%0.035%
1/17/2025 Secure Asset Management LLC68,814$4.11M0.6%+4.9%0.067%
1/17/2025 Mutual Advisors LLC112,916$6.76M0.2%+80.6%0.110%
1/17/2025 Independent Wealth Network Inc.17,037$1.02M0.4%-6.9%0.017%
1/17/2025 Janney Montgomery Scott LLC442,971$26.48M0.1%+8.1%0.430%
(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, 510 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 430 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 ($1.71M), 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 52,415,586 shares in the last 24 months. This purchase volume represents approximately $4.67B in transactions.

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

Of the 356 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), Raymond James & Associates ($998.28K), Commonwealth Equity Services LLC ($976.29K), Prospera Financial Services Inc ($973.97K), and Kestra Advisory Services LLC ($970.68K).

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

Institutional investors have sold a total of 33,144,680 shares in the last 24 months. This volume of shares sold represents approximately $2.28B in transactions.



This page (NASDAQ:FTSM) was last updated on 2/1/2025 by MarketBeat.com Staff
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