Who Owns First Trust Enhanced Short Maturity ETF (FTSM)?Hedge Fund & Institutional Holders

$59.88+0.01 (+0.01%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -5

Price History

$59.74$59.84$59.94$60.03$60.13Jul 24Jun 25Mar 26

FTSM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Csenge Advisory GroupNew Position+1.9M+$112.2B
GDS Wealth ManagementNew Position+859K+$51.5B
WELLS FARGO & COMPANY/MNIncreased+877K+$51.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+664K+$39.0B
Kaydan Wealth Management, Inc.New Position+415K+$24.9B
UPTICK PARTNERS, LLCNew Position+313K+$18.7B
Mainsail Financial Group, LLCNew Position+301K+$18.0B
Triad Wealth Partners, LLCNew Position+292K+$17.5B
Western Wealth Management, LLCNew Position+276K+$16.0B
FLAGSHIP HARBOR ADVISORS, LLCIncreased+235K+$14.1B
Capital Investment Advisory Services, LLCNew Position+231K+$13.9B
Luken Investment Analytics, LLCIncreased+228K+$13.7B
Ellsworth Advisors, LLCNew Position+218K+$13.1B
Stablepoint Partners, LLCNew Position+218K+$13.1B
WESBANCO BANK INCNew Position+206K+$12.3B

FTSM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-475K-$561.1B
FIRST TRUST ADVISORS LPDecreased-838K-$50.2B
Hansen & Associates Financial Group, Inc.Closed Position-745K-$44.7B
Mariner, LLCDecreased-2K-$29.4B
Prospera Financial Services IncDecreased-42K-$20.8B
UBS Group AGDecreased-304K-$18.1B
HARBOUR INVESTMENTS, INC.Decreased-61K-$17.3B
CITADEL ADVISORS LLCClosed Position-250K-$15.0B
OSAIC HOLDINGS, INC.Decreased-94K-$7.4B
SYNOVUS FINANCIAL CORPClosed Position-91K-$5.4B
NewEdge Wealth, LLCDecreased-167-$4.9B
Aprio Wealth Management, LLCDecreased-1K-$4.0B
IFP Advisors, IncDecreased-45K-$3.7B
Consolidated Portfolio Review CorpClosed Position-60K-$3.6B
JANE STREET GROUP, LLCClosed Position-52K-$3.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLS FARGO & COMPANY/MN4,498,960$269.0B0.05%Share
2WELLS FARGO & COMPANY/MN4,154,196$248.0B0.05%Share
3ROYAL BANK OF CANADA2,949,155$176.0B0.03%Share
4UBS Group AG2,851,931$170.9B0.03%Share
5Csenge Advisory Group1,871,976$112.2B5.07%Share
6BANK OF AMERICA CORP /DE/1,622,342$97.0B0.01%Share
7RAYMOND JAMES FINANCIAL INC1,391,228$83.0B0.03%Share
8STIFEL FINANCIAL CORP1,100,524$65.0B0.06%Share
9RAYMOND JAMES FINANCIAL INC1,089,503$65.0B0.02%Share
10OSAIC HOLDINGS, INC.964,437$57.0B0.08%Share
11GDS Wealth Management859,078$51.5B3.22%Share
12BANK OF AMERICA CORP /DE/734,705$44.0B0.00%Share
13COMMONWEALTH EQUITY SERVICES, LLC664,129$39.0B0.05%Share
14Gradient Investments LLC628,139$37.6B0.60%Share
15Steward Partners Investment Advisory, LLC483,385$28.0B0.15%Share
16Kaydan Wealth Management, Inc.415,493$24.9B7.21%Share
17TCP Asset Management, LLC392,999$23.6B3.97%Share
18Luken Investment Analytics, LLC375,284$22.5B8.88%Share
19PARK NATIONAL CORP /OH/340,826$20.4B0.64%Share
20Atria Investments, Inc333,373$19.0B0.22%Share
21UPTICK PARTNERS, LLC312,308$18.7B3.99%Share
22Mainsail Financial Group, LLC301,127$18.0B7.51%Share
23IFP Advisors, Inc316,815$18.0B0.40%Share
24Triad Wealth Partners, LLC291,939$17.5B1.66%Share
25Western Wealth Management, LLC275,841$16.0B0.74%Share
26Jaffetilchin Investment Partners, LLC260,457$15.6B0.91%Share
27Private Advisor Group, LLC263,342$15.0B0.07%Share
28FLAGSHIP HARBOR ADVISORS, LLC242,953$14.6B0.69%Share
29Second Line Capital, LLC233,841$14.0B2.88%Share
30Aptus Capital Advisors, LLC249,451$14.0B0.10%Share
31Capital Investment Advisory Services, LLC231,483$13.9B0.98%Share
32Petix & Botte Co223,202$13.4B3.03%Share
33Triumph Capital Management220,795$13.2B2.86%Share
34Ellsworth Advisors, LLC218,255$13.1B2.59%Share
35Stablepoint Partners, LLC218,218$13.1B2.04%Share
36SHELTON WEALTH MANAGEMENT, LLC214,544$12.9B5.51%Share
37Mutual Advisors, LLC204,193$12.2B0.26%Share
38MANCHESTER FINANCIAL INC201,612$12.1B2.26%Share
39Rockefeller Capital Management L.P.203,480$12.0B0.02%Share
40FIRST TRUST ADVISORS LP200,585$12.0B0.01%Share
41WESBANCO BANK INC200,119$12.0B0.33%Share
42Sterling Manor Financial, LLC184,610$11.1B6.90%Share
43CITIGROUP INC189,864$11.0B0.00%Share
44Transcendent Capital Group LLC178,156$10.7B4.83%Share
45Gladstone Institutional Advisory LLC179,583$10.0B0.38%Share
46Cassia Capital Partners, LLC157,969$9.5B5.12%Share
47OPPENHEIMER & CO INC154,894$9.3B0.13%Share
48Gateway Wealth Partners, LLC153,404$9.2B1.02%Share
49Baird Financial Group, Inc.156,343$9.0B0.01%Share
50D.A. DAVIDSON & CO.149,476$9.0B0.05%Share

FTSM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025392$2.4T+174
Q3 2025218$2.6T-165
Q2 2025383$3.4T-37
Q1 2025420$4.5T+84
Q4 2024336$62.6T+96
Q3 2024240$695.0T+3
Q2 2024237$329.8T+9
Q1 2024228$178.7T—

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As of Q4 2025, 50 institutional investors hold FTSM (First Trust Enhanced Short Maturity ETF). The largest holder is WELLS FARGO & COMPANY/MN with $269.0B in shares. This quarter, 12 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own FTSM?

As of Q4 2025, 50 institutional investors report holding FTSM (First Trust Enhanced Short Maturity ETF) in their 13F filings.

Who is the largest institutional holder of FTSM?

The largest institutional holder of FTSM is WELLS FARGO & COMPANY/MN with $269.0B in shares.

Is institutional ownership of FTSM increasing or decreasing?

This quarter, 12 institutions opened new positions in FTSM and 5 closed their positions.