First Trust Enh Short Mat FDFTSMETF
13F holders, Q2 2026 (June 30)425holders −4
41new positions
37sold out
1famous investor
$59.72avg. 13F price*
At the end of Q2 2026, 425 institutions reported holding First Trust Enh Short Mat FD (FTSM) in their 13F filings, down 4 from Q1 2026. 41 opened new positions and 37 sold out. The largest holders were Morgan Stanley ($816.4M), LPL Financial LLC ($531.1M) and Wells Fargo & Company ($451.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Enh Short Mat FD
- CUSIP
- 33739Q408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $68.1M |
| Exits | 37 | $43.8M |
All 13F filers, Q1 2026 → Q2 2026: 6,746,563 shares bought and 7,841,121 shares sold, net −1,094,558 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 425 holders
| Morgan Stanley | 0.04% | Reduce -3.8% | 13,667,911 | $816.4M |
| LPL Financial LLC | 0.12% | Reduce -0.0% | 8,891,506 | $531.1M |
| Wells Fargo & Company | 0.08% | Reduce -4.7% | 7,553,673 | $451.2M |
| Royal Bank of Canada | 0.03% | Add +7.3% | 3,142,222 | $187.7M |
| UBS Group AG | 0.03% | Reduce -9.1% | 2,793,368 | $166.8M |
| Raymond James Financial Inc. | 0.04% | Add +11.2% | 2,731,058 | $163.1M |
| Bank of America Corp. | 0.01% | Add +8.2% | 2,470,705 | $147.6M |
| Csenge Advisory Group | 4.62% | Add +0.3% | 1,901,343 | $113.6M |
| Cetera Investment Advisers | 0.09% | Add +7.6% | 1,696,631 | $101.3M |
| Commonwealth Equity Services, LLC | 0.09% | Add +95.9% | 1,247,022 | $74.5M |
| Osaic Holdings, Inc. | 0.09% | Add +5.5% | 1,212,790 | $72.5M |
| Stifel Financial Corp. | 0.06% | Add +0.9% | 1,196,740 | $71.5M |
| BDFS Capital LLC | 29.92% | Add +3.1% | 1,148,473 | $68.8M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -12.3% | 891,177 | $53.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.6% | 865,066 | $51.7M |
| Gradient Investments LLC | 0.60% | Add +10.7% | 733,976 | $43.8M |
| &partners | 0.17% | Add +7.9% | 714,646 | $41.9M |
| Bramshill Investments, LLC | 3.01% | Add +0.6% | 659,483 | $39.4M |
| Hansen & Associates Financial Group, Inc. | 21.93% | Reduce -19.4% | 639,953 | $38.3M |
| TCP Asset Management, LLC | 4.26% | Add +9.8% | 629,760 | $37.6M |
| Guided Capital Wealth Management, LLC | 21.96% | Add +14.0% | 628,737 | $37.6M |
| Tucker Asset Management LLC | 8.72% | Reduce -41.7% | 591,007 | $35.3M |
| Truist Financial Corp. | 0.04% | Add +6.1% | 590,592 | $35.3M |
| Accurate Wealth Management, LLC | 3.28% | Add +181.3% | 575,587 | $34.4M |
| Kirkwood Financial Services | 7.45% | Add +11.0% | 436,651 | $26.1M |
| HBK Sorce Advisory LLC | 0.50% | Add +30.5% | 431,875 | $25.8M |
| Kingsview Wealth Management, LLC | 0.31% | Add +1.1% | 427,797 | $25.6M |
| Janney Montgomery Scott LLC | 0.05% | Add +7.0% | 426,368 | $25.5M |
| Private Advisor Group, LLC | 0.11% | Add +59.3% | 417,488 | $24.9M |
| IFP Advisors, Inc | 0.45% | Reduce -5.3% | 412,661 | $24.6M |
| Kaydan Wealth Management, Inc. | 7.51% | Reduce -1.7% | 412,387 | $24.6M |
| Western Wealth Management, LLC | 0.80% | Add +40.5% | 409,290 | $24.4M |
| Mariner, LLC | 0.02% | Reduce -19.7% | 390,516 | $23.3M |
| Uptick Partners, LLC | 3.59% | Add +0.2% | 386,777 | $23.1M |
| Atria Investments, Inc | 0.23% | Add +6.9% | 383,115 | $22.9M |
| Mainsail Financial Group, LLC | 7.72% | Add +21.5% | 380,580 | $22.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +102.9% | 365,601 | $21.8M |
| Aptus Capital Advisors, LLC | 0.16% | Add +1050.3% | 358,609 | $21.4M |
| NewEdge Advisors, LLC | 0.06% | Add +6.7% | 355,145 | $21.2M |
| Second Line Capital, LLC | 3.92% | Add +1588.1% | 351,126 | $21.0M |
| Balboa Wealth Partners | 2.69% | Add +8.4% | 330,361 | $19.7M |
| Park National Corp. | 0.55% | Reduce -3.5% | 327,244 | $19.5M |
| Financial Enhancement Group LLC | 2.21% | Add +17.7% | 310,065 | $18.5M |
| Prospera Financial Services Inc | 0.27% | Reduce -6.9% | 309,875 | $18.5M |
| Lake Street Private Wealth, LLC | 2.05% | Add +1.9% | 299,101 | $17.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -9.7% | 292,458 | $17.5M |
| Summit Financial Wealth Advisors, LLC | 2.23% | New | 291,444 | $17.4M |
| HighTower Advisors, LLC | 0.02% | Reduce -3.2% | 284,367 | $17.0M |
| Harbour Investments, Inc. | 0.23% | Reduce -0.3% | 281,951 | $16.8M |
| Wesbanco Bank Inc. | 0.40% | Add +5.9% | 270,711 | $16.2M |
| Kestra Advisory Services, LLC | 0.05% | Add +26.7% | 270,408 | $16.2M |
| Altium Investment Strategies LLC | 23.24% | Add +45.4% | 269,789 | $16.1M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -47.5% | 269,758 | $16.1M |
| Oppenheimer & Co. Inc. | 0.17% | Add +74.0% | 268,324 | $16.0M |
| Flagship Harbor Advisors, LLC | 0.59% | Add +3.6% | 259,078 | $15.5M |
| Ameritas Advisory Services, LLC | 0.31% | Add +82.3% | 256,025 | $15.3M |
| Avestar Capital, LLC | 0.88% | Add +8.8% | 249,197 | $14.9M |
| Petix & Botte Co | 2.93% | Add +120.8% | 244,081 | $14.6M |
| Titleist Asset Management, LLC | 0.95% | Add +5.5% | 237,223 | $14.2M |
| Ellsworth Advisors, LLC | 2.32% | Add +4.8% | 235,692 | $14.1M |
| Crusonia Wealth Advisors LLC | 2.25% | Add +13.4% | 229,593 | $13.7M |
| Shelton Wealth Management, LLC | 5.16% | Add +0.8% | 218,227 | $13.0M |
| Capital Investment Advisory Services, LLC | 0.80% | Add +0.8% | 216,011 | $12.9M |
| Citigroup Inc. | 0.01% | Add +8.9% | 214,171 | $12.8M |
| Stablepoint Partners, LLC | 1.77% | Reduce -2.7% | 213,638 | $12.8M |
| GDS Wealth Management | 0.60% | Reduce -70.4% | 209,884 | $12.5M |
| Hilton Head Capital Partners, LLC | 5.88% | Reduce -27.5% | 195,302 | $11.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +30.6% | 191,094 | $11.4M |
| Gateway Wealth Partners, LLC | 0.66% | Reduce -48.8% | 184,253 | $11.0M |
| IronBridge Private Wealth, LLC | 3.61% | Reduce -2.4% | 183,912 | $11.0M |
| Clear Creek Financial Management, LLC | 0.68% | Add +11.0% | 177,716 | $10.6M |
| Ashton Thomas Private Wealth, LLC | 0.22% | Add +42.9% | 176,485 | $10.5M |
| Forty-three Eighteen Advisors, LLC | 6.87% | Add +2494.9% | 170,876 | $10.2M |
| McGuire Investment Group, LLC | 0.89% | Add +15.7% | 169,529 | $10.1M |
| Cassia Capital Partners, LLC | 4.75% | Add +5.0% | 164,178 | $9.8M |
| Sanctuary Advisors, LLC | 0.05% | Add +6.3% | 163,250 | $9.8M |
| Harvest Investment Services, LLC | 1.51% | Add +24.1% | 163,016 | $9.7M |
| Transcendent Capital Group LLC | 3.76% | Add +0.5% | 161,981 | $9.7M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +11.5% | 153,490 | $9.2M |
| D.A. Davidson & Co. | 0.05% | Reduce -0.5% | 149,403 | $8.9M |
| Integrated Advisors Network LLC | 0.41% | Reduce -0.4% | 148,987 | $8.9M |
| Fifth Third Bancorp | 0.01% | Reduce -0.2% | 146,635 | $8.8M |
| Cedrus Wealth Group LLC | 7.56% | New | 144,864 | $8.7M |
| TKG Advisors, LLC | 2.99% | Add +527.1% | 144,261 | $8.6M |
| Ausdal Financial Partners, Inc. | 0.33% | Reduce -4.9% | 140,047 | $8.4M |
| Triumph Capital Management | 1.47% | Reduce -11.0% | 135,522 | $8.1M |
| Ifrah Financial Services, Inc. | 1.92% | Add +0.7% | 131,308 | $7.8M |
| Virtus Wealth Solutions LLC | 1.06% | Reduce -7.5% | 130,357 | $7.8M |
| Concurrent Investment Advisors, LLC | 0.07% | Reduce -95.0% | 129,629 | $7.7M |
| Proactive Wealth Strategies LLC | 1.24% | Reduce -3.1% | 129,422 | $7.7M |
| Twin Peaks Wealth Advisors, LLC | 1.74% | Reduce -5.1% | 128,899 | $7.7M |
| HighPoint Advisor Group LLC | 0.26% | Reduce -3.0% | 122,786 | $7.3M |
| Kovack Advisors, Inc. | 0.35% | Reduce -25.3% | 122,751 | $7.3M |
| Simplicity Wealth,LLC | 0.24% | Reduce -5.2% | 119,626 | $7.1M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Add +0.3% | 118,838 | $7.1M |
| Mutual Advisors, LLC | 0.13% | Reduce -22.3% | 116,829 | $7.0M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -3.8% | 116,025 | $6.9M |
| WealthPlan Investment Management, LLC | 0.34% | Add +2.3% | 115,295 | $6.9M |
| Equitable Holdings, Inc. | 0.04% | Reduce -34.8% | 109,334 | $6.5M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -6.3% | 109,084 | $6.5M |
"% of holder's portfolio" is FTSM's weight in each manager's 13F, not the share of First Trust Enh Short Mat FD the manager owns.