First Trust Enh Short Mat FDFTSMETF
13F holders, Q1 2024 (March 31)396holders
2famous investors
$59.62avg. 13F price*
At the end of Q1 2024, 396 institutions reported holding First Trust Enh Short Mat FD (FTSM) in their 13F filings. The largest holders were Morgan Stanley ($791.5M), Wells Fargo & Company ($487.4M) and LPL Financial LLC ($479.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $18.4M |
| Exits | 42 | $40.8M |
Ownership 396 holders
| Morgan Stanley | 0.06% | Reduce -4.9% | 13,276,087 | $791.5M |
| Wells Fargo & Company | 0.13% | Reduce -5.5% | 8,175,036 | $487.4M |
| LPL Financial LLC | 0.26% | Reduce -5.4% | 8,038,412 | $479.3M |
| UBS Group AG | 0.08% | Reduce -8.1% | 4,046,977 | $241.3M |
| Bank of America Corp. | 0.02% | Reduce -8.5% | 3,106,534 | $185.2M |
| Royal Bank of Canada | 0.04% | Reduce -11.4% | 2,729,292 | $162.7M |
| Osaic Holdings, Inc. | 0.30% | Reduce -18.4% | 2,217,151 | $132.2M |
| Raymond James Financial Services Advisors, Inc. | 0.17% | Reduce -12.1% | 1,970,442 | $117.5M |
| Cetera Investment Advisers | 0.23% | Add +453.9% | 1,612,862 | $96.2M |
| Cambridge Investment Research Advisors, Inc. | 0.31% | Reduce -11.2% | 1,331,768 | $79.4M |
| Renaissance Technologies | 0.12% | Reduce -2.4% | 1,267,700 | $75.6M |
| Tucker Asset Management LLC | 16.77% | Reduce -8.7% | 1,218,234 | $72.6M |
| First Trust Advisors LP | 0.07% | Reduce -34.6% | 1,131,681 | $67.5M |
| Bramshill Investments, LLC | 7.90% | Add +675.7% | 1,125,773 | $67.1M |
| Csenge Advisory Group | 3.52% | Add +5.7% | 1,053,209 | $62.8M |
| Prospera Financial Services Inc | 1.83% | Add +4.2% | 1,029,873 | $61.4M |
| Raymond James & Associates | 0.04% | Reduce -17.5% | 954,781 | $56.9M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -29.8% | 831,739 | $49.6M |
| Hansen & Associates Financial Group, Inc. | 27.44% | Add +31.1% | 802,550 | $47.9M |
| Mariner, LLC | 0.09% | Add +7.9% | 737,857 | $44.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +5.3% | 725,921 | $43.3M |
| Stifel Financial Corp. | 0.05% | Reduce -23.9% | 720,730 | $43.0M |
| Jane Street Group, LLC | 0.05% | Add +358.0% | 706,040 | $42.1M |
| Atria Investments, Inc | 0.50% | Add +6.5% | 611,586 | $36.5M |
| Gradient Investments LLC | 0.82% | Reduce -2.8% | 591,977 | $35.3M |
| Manchester Financial Inc. | 8.51% | Reduce -3.6% | 547,075 | $32.6M |
| Coppell Advisory Solutions Corp. | 6.13% | — | 545,893 | $32.5M |
| Kestra Advisory Services, LLC | 0.18% | Reduce -5.2% | 449,724 | $26.8M |
| Harvest Investment Services, LLC | 10.37% | Add +1.4% | 432,980 | $25.8M |
| Harbour Investments, Inc. | 0.90% | Reduce -1.7% | 423,741 | $25.3M |
| IFP Advisors, Inc | 1.06% | Reduce -44.6% | 406,078 | $24.2M |
| Baird Financial Group, Inc. | 0.05% | Reduce -14.6% | 398,242 | $23.7M |
| Janney Montgomery Scott LLC | 0.07% | Add +4.8% | 384,495 | $22.9M |
| Avestar Capital, LLC | 2.54% | Reduce -27.4% | 371,988 | $22.2M |
| Avantax Advisory Services, Inc. | 0.19% | Add +10.5% | 362,373 | $21.6M |
| Steward Partners Investment Advisory, LLC | 0.22% | Reduce -5.7% | 339,065 | $20.2M |
| Park National Corp. | 0.75% | Reduce -6.2% | 326,489 | $19.5M |
| Kingsview Wealth Management, LLC | 0.48% | Add +1.8% | 319,903 | $19.1M |
| Private Advisor Group, LLC | 0.13% | Add +1.7% | 300,089 | $17.9M |
| NewEdge Advisors, LLC | 0.15% | Reduce -9.2% | 297,540 | $17.7M |
| HBK Sorce Advisory LLC | 0.62% | Add +8.0% | 295,721 | $17.6M |
| RiverTree Advisors, LLC | 11.83% | Add +1.5% | 295,568 | $17.6M |
| Simplicity Wealth,LLC | 0.39% | Reduce -4.0% | 272,664 | $16.3M |
| Kestra Private Wealth Services, LLC | 0.36% | Reduce -5.0% | 268,488 | $16.0M |
| Triumph Capital Management | 6.46% | Reduce -10.1% | 265,678 | $15.8M |
| Susquehanna International Group, LLP | 0.02% | Add +67.0% | 264,106 | $15.7M |
| HighTower Advisors, LLC | 0.03% | Add +11.9% | 261,993 | $15.6M |
| Truist Financial Corp. | 0.02% | Reduce -1.2% | 260,595 | $15.5M |
| Pine Valley Investments Ltd Liability Co | 1.17% | Reduce -24.8% | 250,057 | $15.0M |
| StoneX Group Inc. | 1.32% | Add +3.0% | 244,738 | $14.6M |
| Atria Wealth Solutions, Inc. | 0.17% | Reduce -24.9% | 244,723 | $14.6M |
| Shelton Wealth Management, LLC | 8.92% | Reduce -6.3% | 237,851 | $14.2M |
| Concourse Financial Group Securities, Inc. | 0.89% | Add +2.6% | 231,063 | $13.8M |
| 1776 Wealth LLC | 6.52% | Reduce -5.3% | 231,149 | $13.8M |
| Capital Investment Advisory Services, LLC | 1.45% | Reduce -0.1% | 227,576 | $13.6M |
| TD Capital Management LLC | 1.38% | Reduce -3.2% | 217,045 | $12.9M |
| FSC Wealth Advisors, LLC | 8.95% | Reduce -2.7% | 213,278 | $12.7M |
| ORBA Wealth Advisors, L.L.C. | 7.00% | Reduce -0.2% | 212,029 | $12.6M |
| Citigroup Inc. | 0.01% | Reduce -6.5% | 208,079 | $12.4M |
| Lake Street Private Wealth, LLC | 1.71% | Reduce -9.9% | 206,259 | $12.3M |
| Oppenheimer & Co. Inc. | 0.20% | Reduce -12.4% | 198,440 | $11.8M |
| Cerity Partners LLC | 0.03% | Add +0.2% | 196,597 | $11.7M |
| Western Wealth Management, LLC | 0.89% | Add +18.7% | 191,171 | $11.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +9.0% | 188,752 | $11.3M |
| Schwallier Wealth Management LLC | 8.81% | Reduce -47.0% | 183,383 | $10.9M |
| Gladstone Institutional Advisory LLC | 0.59% | Reduce -7.6% | 179,660 | $10.7M |
| Stratos Wealth Advisors, LLC | 0.63% | Add +176.9% | 178,582 | $10.6M |
| Sigma Planning Corp | 0.33% | Add +89.4% | 177,970 | $10.6M |
| Jaffetilchin Investment Partners, LLC | 0.92% | Add +2.1% | 172,586 | $10.3M |
| Mainsail Financial Group, LLC | 7.01% | Add +1.1% | 170,678 | $10.2M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -11.5% | 169,356 | $10.1M |
| MML Investors Services, LLC | 0.04% | Add +6.8% | 168,117 | $10.0M |
| Cassia Capital Partners, LLC | 6.29% | Reduce -52.6% | 158,856 | $9.5M |
| Ellsworth Advisors, LLC | 2.67% | Reduce -1.8% | 155,871 | $9.3M |
| GDS Wealth Management | 1.08% | Reduce -60.5% | 155,275 | $9.3M |
| Corient Private Wealth LP | 0.02% | Reduce -14.3% | 155,203 | $9.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -17.4% | 151,713 | $9.0M |
| Sterling Manor Financial, LLC | 6.78% | Add +19.7% | 151,542 | $9.0M |
| Townsquare Capital LLC | 0.13% | Add +49.2% | 150,282 | $9.0M |
| B. Riley Wealth Advisors, Inc. | 0.23% | Add +16.2% | 141,787 | $8.5M |
| Ashton Thomas Private Wealth, LLC | 0.48% | Add +2.3% | 141,535 | $8.4M |
| Synergy Asset Management, LLC | 1.43% | Reduce -15.4% | 141,141 | $8.4M |
| Foundations Investment Advisors, LLC | 0.22% | Reduce -15.3% | 141,085 | $8.4M |
| Long Run Wealth Advisors, LLC | 2.20% | Add +1.2% | 140,370 | $8.4M |
| Twin Peaks Wealth Advisors, LLC | 4.43% | Add +10.6% | 133,899 | $8.0M |
| Nilsine Partners, LLC | 1.06% | Reduce -4.5% | 130,569 | $7.8M |
| Comerica Bank | 0.03% | Reduce -1.6% | 124,009 | $7.4M |
| BNP Paribas Financial Markets | 0.01% | Add +36.6% | 121,180 | $7.2M |
| Creekmur Asset Management LLC | 2.42% | Reduce -20.8% | 118,605 | $7.1M |
| Financial Enhancement Group LLC | 1.10% | Reduce -39.0% | 112,205 | $6.7M |
| Ifrah Financial Services, Inc. | 1.88% | Add +5.7% | 112,190 | $6.7M |
| Kinloch Capital, LLC | 3.27% | Add +52.5% | 106,579 | $6.4M |
| Luken Investment Analytics, LLC | 3.20% | Reduce -34.2% | 106,521 | $6.4M |
| Mgo One Seven LLC | 0.33% | Reduce -5.4% | 105,896 | $6.3M |
| Shilanski & Associates, Inc. | 2.17% | Add +1.8% | 105,324 | $6.3M |
| Equitable Holdings, Inc. | 0.07% | Reduce -7.8% | 105,270 | $6.3M |
| Core Wealth Partners LLC | 4.58% | Add +13.1% | 101,583 | $6.1M |
| D.A. Davidson & Co. | 0.05% | Add +13.5% | 100,384 | $6.0M |
| Sowell Financial Services LLC | 0.27% | Add +28.2% | 97,239 | $5.8M |
| Integrated Wealth Concepts LLC | 0.08% | Add +51.8% | 97,119 | $5.8M |
"% 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.