FIRST TRUST ENH SHORT MAT FD FTSM
$59.78
+0.1% 52w: $58.27 – $59.78
Latest 13F among current holders filed 3 days ago (Oct 29, 2026)
Price — last 12 months
research preview data58.2759.0259.78
Oct 17, 2025 Jul 2, 2026
Institutional holders
430
+26 QoQ
13F value
$5.11B
+6.6% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FTSM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 14.2M | $848.9M | 0.1% | +12.0% |
| LPL Financial LLC | Bank broker | 8.9M | $531.7M | 0.1% | -0.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 7.9M | $473.9M | 0.1% | -8.4% |
| UBS Group AG | Bank broker | 3.1M | $183.8M | 0.0% | +7.8% |
| ROYAL BANK OF CANADA | Bank broker | 2.9M | $175.1M | 0.0% | -1.8% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 2.6M | $154.9M | 1.7% | +4481.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.5M | $146.9M | 0.0% | -2.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.3M | $136.6M | 0.0% | -3.1% |
| Csenge Advisory Group | Wealth advisor | 1.9M | $113.3M | 5.2% | +1.2% |
| Cetera Investment Advisers | Wealth advisor | 1.6M | $94.3M | 0.1% | -11.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.2M | $70.9M | 0.1% | +0.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.1M | $68.7M | 0.1% | +6.3% |
| BDFS Capital LLC | Wealth advisor | 1.1M | $66.8M | 32.2% | +5.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.0M | $60.7M | 0.2% | +4.4% |
| TUCKER ASSET MANAGEMENT LLC | Wealth advisor | 1.0M | $60.6M | 18.1% | +64.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 827.2K | $49.5M | 0.0% | -6.2% |
| Hansen & Associates Financial Group, Inc. | Wealth advisor | 794.1K | $47.5M | 25.6% | New |
| GDS Wealth Management | Other | 709.8K | $42.4M | 2.5% | -17.4% |
| Gradient Investments LLC | Wealth advisor | 662.9K | $39.6M | 0.6% | +5.5% |
| &PARTNERS | Diversified mechanical | 662.3K | $39.6M | 0.2% | +12.8% |
| Bramshill Investments, LLC | Wealth advisor | 655.8K | $39.2M | 3.4% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 636.7K | $38.1M | 0.1% | -4.1% |
| TCP Asset Management, LLC | Wealth advisor | 573.3K | $34.3M | 4.4% | +45.9% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 556.5K | $33.3M | 0.0% | -2.8% |
| Guided Capital Wealth Management, LLC | Wealth advisor | 551.6K | $33.0M | — | +5243.6% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 513.7K | $30.7M | 0.2% | +6.3% |
| Mariner, LLC | Diversified mechanical | 486.6K | $29.1M | 0.0% | -0.8% |
| IFP Advisors, Inc | Wealth advisor | 435.5K | $26.0M | 0.5% | +37.5% |
| Kingsview Wealth Management, LLC | Wealth advisor | 423.0K | $25.3M | 0.3% | -4.2% |
| Kaydan Wealth Management, Inc. | Wealth advisor | 419.5K | $25.1M | — | +1.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 398.7K | $23.8M | — | -35.3% |
| Kirkwood Financial Services | — | 393.4K | $23.6M | 8.1% | +1.9% |
| UPTICK PARTNERS, LLC | Wealth advisor | 386.0K | $23.1M | 4.6% | +23.4% |
| Gateway Wealth Partners, LLC | Wealth advisor | 360.0K | $21.5M | 0.8% | +134.7% |
| Atria Investments, Inc | Wealth advisor | 358.5K | $21.4M | 0.2% | +7.5% |
| PARK NATIONAL CORP /OH/ | Other | 339.2K | $20.3M | 0.6% | -1.1% |
| Prospera Financial Services Inc | Diversified mechanical | 333.0K | $19.9M | 0.3% | +8.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 332.8K | $19.9M | 0.1% | -4.1% |
| HBK Sorce Advisory LLC | Wealth advisor | 331.0K | $19.8M | 0.4% | -2.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 323.9K | $19.4M | — | -20.9% |
| Independent Advisor Alliance | Wealth advisor | 315.2K | $18.8M | 0.2% | New |
| Mainsail Financial Group, LLC | Wealth advisor | 313.2K | $18.7M | 7.8% | +4.0% |
| Balboa Wealth Partners | Other | 304.9K | $18.2M | 3.1% | +564.2% |
| HighTower Advisors, LLC | Diversified mechanical | 293.7K | $17.6M | 0.0% | +0.7% |
| LAKE STREET PRIVATE WEALTH, LLC | Wealth advisor | 293.6K | $17.5M | 2.2% | +13.1% |
| Western Wealth Management, LLC | Wealth advisor | 291.4K | $17.4M | 0.7% | +5.6% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 282.8K | $16.9M | 0.3% | +24.4% |
| Hilton Head Capital Partners, LLC | Other | 269.2K | $16.1M | 9.1% | +3.4% |
| Financial Enhancement Group LLC | Wealth advisor | 263.3K | $15.8M | 2.0% | -11.8% |
| Private Advisor Group, LLC | Wealth advisor | 262.0K | $15.7M | 0.1% | -0.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.