First Trust Enhanced Short Maturity ETF (FTSM) Institutional Ownership

$59.74
-0.01 (-0.02%)
(As of 05/16/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
255
Total
Institutional Inflows
(last 12 months)
$1.02B
Number of
Institutional Sellers
(last 12 months)
256
Total
Institutional Outflows
(last 12 months)
$1.35B
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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
5/16/2024Jane Street Group LLC706,040$42.09M0.0%+358.0%0.648%
5/16/2024B. Riley Wealth Advisors Inc.141,787$8.46M0.2%+16.2%0.130%
5/16/2024 Kinloch Capital LLC106,579$6.35M3.3%+52.5%0.098%
5/15/2024 Transcendent Capital Group LLC74,872$4.46M2.5%-4.3%0.069%
5/15/2024 Kestra Advisory Services LLC449,724$26.81M0.2%-5.2%0.413%
5/14/2024 CreativeOne Wealth LLC12,567$749K0.0%N/A0.012%
5/14/2024 Mattern Wealth Management LLC16,751$999K0.2%-8.2%0.015%
5/11/2024 Trustmark National Bank Trust Department63,929$3.81M0.3%-59.0%0.059%
5/11/2024 Catalytic Wealth RIA LLC28,794$1.72M0.3%N/A0.026%
5/11/2024 Strait & Sound Wealth Management LLC16,083$960K0.5%-3.6%0.015%
5/11/2024 Chiron Capital Management LLC20,691$1.23M1.1%-5.7%0.019%
5/10/2024 Osaic Holdings Inc.2,217,151$132.19M0.3%-18.3%2.034%
5/10/2024 Wintrust Investments LLC56,800$3.39M0.3%-22.1%0.052%
5/9/2024 Great Lakes Retirement Inc.10,249$611K0.1%+52.3%0.009%
5/9/2024 Private Portfolio Partners LLC19,100$1.14M0.2%-16.5%0.018%
5/9/2024 HBK Sorce Advisory LLC295,721$17.63M0.6%+7.9%0.272%
5/9/2024 Kingsview Wealth Management LLC319,903$19.07M0.5%+1.8%0.295%
5/9/2024 Texas Yale Capital Corp.64,465$3.84M0.2%-3.7%0.059%
5/8/2024 Avantax Advisory Services Inc.362,373$21.61M0.2%+10.5%0.334%
5/8/2024 Inspire Advisors LLC8,323$496K0.1%+4.6%0.008%
5/7/2024 Concurrent Investment Advisors LLC11,987$715K0.0%-32.0%0.011%
5/7/2024 Significant Wealth Partners LLC6,657$397K0.3%-19.7%0.006%
5/7/2024 Redwood Wealth Management Group LLC6,705$400K0.4%-8.6%0.006%
5/7/2024 WealthPLAN Partners LLC74,620$4.45M0.5%-0.9%0.068%
5/7/2024 Hansen & Associates Financial Group Inc.802,550$47.92M27.6%+31.1%0.736%
5/7/2024 Oppenheimer & Co. Inc.198,440$11.83M0.2%-12.4%0.182%
5/7/2024 Insight Advisors LLC PA95,159$5.67M1.1%-1.7%0.087%
5/6/2024 Envestnet Portfolio Solutions Inc.20,668$1.23M0.0%+10.1%0.019%
5/6/2024 VitalStone Financial LLC4,962$296K0.2%-17.8%0.005%
5/6/2024 Advisory Services Network LLC70,689$4.21M0.1%-8.9%0.065%
5/6/2024 Advisory Alpha LLC43,475$2.59M0.1%N/A0.040%
5/4/2024 Csenge Advisory Group1,053,209$62.79M3.5%+5.7%0.965%
5/3/2024 TFB Advisors LLC4,043$241K0.1%N/A0.004%
5/3/2024 Larson Financial Group LLC2,051$122K0.0%-29.9%0.002%
5/3/2024 Rehmann Capital Advisory Group24,399$1.46M0.1%-0.9%0.022%
5/2/2024 Mutual Advisors LLC50,253$3.00M0.1%-10.3%0.046%
5/2/2024 FinTrust Capital Advisors LLC11,028$657K0.1%-2.3%0.010%
5/2/2024 Moloney Securities Asset Management LLC84,150$5.02M0.8%-5.5%0.077%
5/1/2024 StoneX Group Inc.229,917$13.76M1.5%-3.2%0.211%
5/1/2024 Blackhawk Capital Partners LLC.24,775$1.48M0.9%N/A0.023%
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5/1/2024 1834 Investment Advisors Co.28,443$1.70M0.2%-1.4%0.026%
5/1/2024 Janney Montgomery Scott LLC384,495$22.92M0.1%+4.8%0.352%
5/1/2024 BNP Paribas Financial Markets121,180$7.23M0.0%+36.6%0.111%
5/1/2024 TKG Advisors LLC12,984$774K0.4%-83.3%0.012%
5/1/2024 Centric Wealth Management12,962$772K0.2%+2.5%0.012%
5/1/2024 ORBA Wealth Advisors L.L.C.212,029$12.64M7.0%-0.2%0.194%
4/30/2024 Private Advisor Group LLC300,089$17.89M0.1%+1.7%0.275%
4/30/2024 J.W. Cole Advisors Inc.22,266$1.33M0.1%+157.1%0.020%
4/30/2024 Fortis Group Advisors LLC38,145$2.27M0.4%-34.0%0.035%
4/30/2024 Arkadios Wealth Advisors22,330$1.33M0.1%-1.4%0.020%
4/30/2024 Naples Global Advisors LLC15,797$945K0.1%+1.2%0.014%
4/29/2024Commonwealth Equity Services LLC831,739$49.59M0.1%-29.8%0.762%
4/29/2024 Benjamin Edwards Inc.2,020$120K0.0%-42.0%0.002%
4/29/2024 Benjamin F. Edwards & Company Inc.58,027$3.46M0.1%+109.4%0.053%
4/29/2024 Insight Inv LLC1,175$70K0.1%-31.9%0.001%
4/26/2024 Plan Group Financial LLC11,118$663K0.4%+107.9%0.010%
4/26/2024 McGuire Investment Group LLC82,978$4.95M0.7%N/A0.076%
4/26/2024 Cottonwood Capital Advisors LLC11,177$667K0.5%-3.9%0.010%
4/26/2024 Bellevue Asset Management LLC46,994$2.80M1.6%-23.1%0.043%
4/26/2024 YHB Investment Advisors Inc.780$47K0.0%N/A0.001%
4/26/2024 Clear Creek Financial Management LLC31,639$1.89M0.2%+67.4%0.029%
4/26/2024 Latitude Advisors LLC24,267$1.45M0.9%-7.6%0.022%
4/25/2024 Lodestar Private Asset Management LLC8,493$506K0.1%-4.3%0.008%
4/25/2024 Capital Investment Advisory Services LLC227,576$13.57M1.5%-0.1%0.208%
4/25/2024 Triumph Capital Management265,678$15.84M6.5%-10.1%0.243%
4/25/2024 L.M. Kohn & Company20,321$1.21M0.3%N/A0.019%
4/25/2024 Valeo Financial Advisors LLC3,850$230K0.0%-49.0%0.004%
4/25/2024 Long 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%
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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%
(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, 502 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 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 437 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. ($1.62M).

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

Institutional investors have bought a total of 66,934,229 shares in the last 24 months. This purchase volume represents approximately $6.95B in transactions.

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

Of the 336 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 ($1.01M), 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 32,354,674 shares in the last 24 months. This volume of shares sold represents approximately $2.51B in transactions.


This page (NASDAQ:FTSM) was last updated on 5/16/2024 by MarketBeat.com Staff

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