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First Trust Enhanced Short Maturity ETF (FTSM) Institutional Ownership

First Trust Enhanced Short Maturity ETF logo
$59.93 +0.02 (+0.03%)
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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)
298
Total
Institutional Inflows
(last 12 months)
$1.15B
Number of
Institutional Sellers
(last 12 months)
281
Total
Institutional Outflows
(last 12 months)
$571.58M
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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
7/16/2025Independent Wealth Network Inc.8,371$501K0.2%-42.4%0.008%
7/16/2025EdgeRock Capital LLC109,713$6.58M2.1%-11.4%0.104%
7/16/2025Cambridge Advisors Inc.19,797$1.19M0.2%-1.1%0.019%
7/16/2025Maridea Wealth Management LLC61,834$3.70M1.0%+213.4%0.058%
7/15/2025 Cassia Capital Partners LLC156,611$9.38M5.6%-3.6%0.148%
7/15/2025Traction Financial Partners LLC3,544$212K0.1%-10.6%0.003%
7/14/2025 Golden State Equity Partners21,870$1.31M0.2%-9.3%0.021%
7/14/2025 Financial Enhancement Group LLC56,080$3.36M0.5%-53.6%0.053%
7/14/2025 Southland Equity Partners LLC4,552$273K0.1%+6.9%0.004%
7/14/2025 Sowell Financial Services LLC10,986$658K0.0%-4.7%0.010%
7/11/2025 Quad Cities Investment Group LLC28,630$1.71M0.8%-5.7%0.027%
7/11/2025 Coastwise Capital Group LLC16,941$1.01M0.8%-8.9%0.016%
7/11/2025 Farther Finance Advisors LLC97,650$5.85M0.1%+211.5%0.092%
7/11/2025 Silver Oak Securities Incorporated25,860$1.55M0.1%+6.9%0.024%
7/11/2025 Kaydan Wealth Management Inc.49,483$2.96M1.0%N/A0.047%
7/11/2025 Shelton Wealth Management LLC208,380$12.48M6.0%-4.9%0.196%
7/11/2025 Brendel Financial Advisors LLC4,199$251K0.1%-15.8%0.004%
7/11/2025 SeaCrest Wealth Management LLC17,358$1.04M0.1%-5.4%0.016%
7/10/2025 PMV Capital Advisers LLC6,634$397K0.9%-4.0%0.006%
7/10/2025 Worth Asset Management LLC4,133$247K0.1%N/A0.004%
7/10/2025 Guided Capital Wealth Management LLC16,916$1.01M0.8%-23.6%0.016%
7/10/2025 Wealth Enhancement Advisory Services LLC430,606$25.78M0.0%-1.2%0.405%
7/10/2025 Signal Advisors Wealth LLC6,964$417K0.0%+9.3%0.007%
7/10/2025 Sovran Advisors LLC42,372$2.54M0.3%+668.9%0.040%
7/9/2025 Keystone Wealth Services LLC35,841$2.15M0.5%+21.5%0.034%
7/9/2025 Balefire LLC24,609$1.47M0.3%N/A0.023%
7/9/2025 Inspirion Wealth Advisors LLC3,974$238K0.0%-62.5%0.004%
7/9/2025 Triumph Capital Management259,341$15.53M4.7%-5.0%0.244%
7/9/2025 Key Client Fiduciary Advisors LLC45,145$2.70M1.1%+5.5%0.042%
7/9/2025 Sterling Manor Financial LLC178,018$10.66M7.1%+4.4%0.167%
7/9/2025 Client First Investment Management LLC4,256$255K0.2%-8.1%0.004%
7/8/2025 Paladin Wealth LLC17,695$1.06M0.8%-8.1%0.017%
7/8/2025 NBC Securities Inc.30,883$1.85M0.2%+3.5%0.029%
7/8/2025 Gradient Investments LLC423,183$25.34M0.5%-0.9%0.398%
7/7/2025 Wesbanco Bank Inc.165,894$9.93M0.3%N/A0.156%
7/7/2025 Nova Wealth Management Inc.8,776$525K0.4%-5.5%0.008%
7/3/2025 TrueWealth Advisors LLC7,818$468K0.1%-25.3%0.007%
7/3/2025 City Center Advisors LLC3,760$225K0.2%-18.2%0.004%
7/1/2025 Park National Corp OH294,895$17.66M0.6%+20.0%0.277%
5/29/2025 Nova Wealth Management Inc.9,286$556K0.5%+80.9%0.008%
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5/28/2025Anderson Financial Strategies LLC750$45K0.0%N/A0.001%
5/28/2025 GK Wealth Management LLC4,342$260K0.3%-14.9%0.004%
5/28/2025Ellsworth Advisors LLC186,462$11.16M2.9%+3.0%0.168%
5/28/2025Wealth Management Associates Inc.15,228$911K0.4%+3.5%0.014%
5/22/2025Mattson Financial Services LLC8,196$490K0.1%-28.1%0.008%
5/21/2025Geneos Wealth Management Inc.22,263$1.33M0.0%+18.1%0.020%
5/20/2025Flaharty Asset Management LLC2,465$148K0.0%N/A0.002%
5/20/2025Integrity Alliance LLC.8,079$483K0.0%N/A0.007%
5/19/2025Advisory Alpha LLC183,697$10.99M0.4%N/A0.165%
5/16/2025Coppell Advisory Solutions LLC289,299$17.37M1.4%-42.9%0.260%
5/16/2025Arete Wealth Advisors LLC50,013$2.99M0.2%+16.3%0.045%
5/16/2025Strait & Sound Wealth Management LLC5,755$344K0.2%-36.2%0.005%
5/16/2025Ashton Thomas Private Wealth LLC87,191$5.24M0.2%-27.5%0.078%
5/16/2025Legacy Wealth Managment LLC ID5,365$321K0.2%-23.5%0.005%
5/16/2025NewEdge Advisors LLC293,995$17.59M0.1%-14.1%0.265%
5/16/2025Integrated Wealth Concepts LLC55,717$3.33M0.0%-7.1%0.050%
5/16/2025Concorde Asset Management LLC1,165,643$69.72M37.3%+1,243.9%1.049%
5/16/2025Aprio Wealth Management LLC68,660$4.11M0.5%+3.6%0.062%
5/15/2025Paragon Private Wealth Management LLC7,501$449K0.2%-38.2%0.007%
5/15/2025Chiron Capital Management LLC18,391$1.10M1.0%-5.2%0.017%
5/15/2025Capital Investment Counsel LLC11,295$676K0.1%-11.6%0.010%
5/15/2025Royal Bank of Canada2,637,594$157.83M0.0%+12.7%2.373%
5/15/2025MAI Capital Management15,442$924K0.0%-6.4%0.014%
5/15/2025Weitzel Financial Services Inc.2,263$135K0.1%-90.3%0.002%
5/15/2025Calton & Associates Inc.5,573$333K0.1%+44.5%0.005%
5/15/2025Baird Financial Group Inc.281,261$16.83M0.0%+2.4%0.253%
5/15/2025OLD Mission Capital LLC7,359$440K0.0%-55.9%0.007%
5/15/2025TD Capital Management LLC173,438$10.38M1.1%+10.5%0.156%
5/14/2025CreativeOne Wealth LLC56,282$3.37M0.1%-19.4%0.051%
5/14/2025PKS Advisory Services LLC4,766$285K0.1%-21.5%0.004%
5/14/2025Orion Capital Management LLC6,254$374K0.2%N/A0.006%
5/14/2025WCG Wealth Advisors LLC29,961$1.79M0.1%-7.8%0.027%
5/14/2025Comerica Bank132,678$7.94M0.0%-4.2%0.119%
5/14/2025Synovus Financial Corp75,549$4.52M0.1%-6.7%0.068%
5/14/2025SVB Wealth LLC2,200$132K0.0%N/A0.002%
5/14/2025Northwestern Mutual Wealth Management Co.173,859$10.40M0.0%+4.6%0.156%
5/14/2025Kestra Advisory Services LLC264,685$15.84M0.1%-12.7%0.238%
5/14/2025Purus Wealth Management LLC38,021$2.28M1.0%+40.7%0.034%
5/14/2025Summit Financial LLC44,141$2.64M0.1%+33.2%0.040%
5/14/2025Flow Traders U.S. LLC67,336$4.03M0.2%+379.2%0.061%
5/14/2025TFB Advisors LLC4,214$252K0.1%+16.4%0.004%
5/14/2025GDS Wealth Management559,630$33.49M2.9%-33.2%0.503%
5/14/2025ZEGA Investments LLC48,805$2.92M0.4%+11.9%0.044%
5/14/2025Petix & Botte Co220,809$13.21M3.5%+4.9%0.199%
5/13/2025Sand Hill Global Advisors LLC5,210$312K0.0%N/A0.005%
5/13/2025Moment Partners LLC68,534$4.10M0.8%-1.3%0.062%
5/13/2025Steward Partners Investment Advisory LLC189,293$11.33M0.1%-7.6%0.170%
5/13/2025Tyler Stone Wealth Management15,313$916K0.2%+44.3%0.014%
5/13/2025Raymond James Financial Inc.3,192,327$191.03M0.1%+23.2%2.872%
5/13/2025Cresset Asset Management LLC16,039$963K0.0%-2.8%0.014%
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5/13/2025United Capital Management of KS Inc.10,156$608K0.1%+14.3%0.009%
5/13/2025Nations Financial Group Inc. IA ADV6,370$381K0.0%-8.9%0.006%
5/13/2025Vestmark Advisory Solutions Inc.26,907$1.61M0.0%+14.1%0.024%
5/13/2025HighTower Advisors LLC250,484$14.99M0.0%+7.4%0.225%
5/13/2025Core Wealth Partners LLC49,102$2.94M1.7%+1.5%0.044%
5/12/2025Meridian Wealth Management LLC9,783$585K0.0%-39.2%0.009%
5/12/2025Maia Wealth LLC50,520$3.02M0.7%+73.7%0.045%
5/12/2025Benjamin Edwards Inc.86,252$5.16M0.1%+21.7%0.078%
5/12/2025Townsquare Capital LLC218,852$13.10M0.1%-7.8%0.197%
5/12/2025Citigroup Inc.145,330$8.70M0.0%-4.5%0.131%
(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, 527 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 ($547.06M), Wells Fargo & Company MN ($447.27M), UBS Group AG ($262.77M), Raymond James Financial Inc. ($191.03M), Royal Bank of Canada ($157.83M), and Bank of America Corp DE ($146.86M).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 418 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: Raymond James Financial Inc. ($3.19M), International Assets Investment Management LLC ($3.13M), GDS Wealth Management ($1.71M), First Trust Advisors LP ($1.60M), LPL Financial LLC ($1.50M), Cetera Investment Advisers ($1.48M), and Hansen & Associates Financial Group Inc. ($1.19M).

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

Institutional investors have bought a total of 19,210,504 shares in the last 24 months. This purchase volume represents approximately $1.15B in transactions.

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

Of the 279 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: GDS Wealth Management ($912.42K), Financial Enhancement Group LLC ($370.28K), Raymond James Financial Services Advisors Inc. ($314.87K), Atria Investments Inc ($261.71K), Manchester Financial Inc. ($261.26K), Cetera Investment Advisers ($257.95K), and Jane Street Group LLC ($257.83K).

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

Institutional investors have sold a total of 9,558,719 shares in the last 24 months. This volume of shares sold represents approximately $571.58M in transactions.


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This page (NASDAQ:FTSM) was last updated on 7/16/2025 by MarketBeat.com Staff
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