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 |
| Petix & Botte Co | 1.41% | Reduce -50.3% | 95,460 | $5.7M |
| Insight Advisors, LLC/ PA | 1.10% | Reduce -1.7% | 95,159 | $5.7M |
| Towerpoint Wealth, LLC | 2.80% | Add +2.2% | 93,543 | $5.6M |
| GPS Wealth Strategies Group, LLC | 0.90% | Reduce -6.7% | 93,278 | $5.6M |
| Stratos Wealth Partners, LTD. | 0.09% | Reduce -6.4% | 90,552 | $5.4M |
| NewEdge Wealth, LLC | 0.12% | Reduce -12.0% | 90,065 | $5.4M |
| Snowden Capital Advisors LLC | 0.16% | Add +3.4% | 86,869 | $5.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4913.4% | 85,227 | $5.1M |
| Moloney Securities Asset Management, LLC | 0.76% | Reduce -5.5% | 84,150 | $5.0M |
| Sebold Capital Management, Inc. | 3.35% | Add +11.1% | 83,371 | $5.0M |
| McGuire Investment Group, LLC | 0.72% | New | 82,978 | $4.9M |
| Stablepoint Partners, LLC | 0.98% | Add +15.3% | 80,967 | $4.8M |
| Integrated Advisors Network LLC | 0.24% | Add +27.1% | 78,832 | $4.7M |
| Ausdal Financial Partners, Inc. | 0.54% | Add +47.5% | 78,578 | $4.7M |
| Transcendent Capital Group LLC | 2.59% | Reduce -4.3% | 74,872 | $4.5M |
| WealthPLAN Partners, LLC | 0.46% | Reduce -0.9% | 74,620 | $4.4M |
| Citizens Financial Group Inc. | 0.15% | Add +1.2% | 73,772 | $4.4M |
| Aprio Wealth Management, LLC | 0.85% | Add +96.9% | 72,585 | $4.3M |
| Advisory Services Network, LLC | 0.09% | Reduce -8.9% | 70,689 | $4.2M |
| Independent Financial Group, LLC | 0.19% | Reduce -10.9% | 69,227 | $4.1M |
| Citadel Advisors | 0.00% | Reduce -80.7% | 69,062 | $4.1M |
| Financial Advocates Investment Management | 0.24% | Add +12.8% | 69,749 | $4.1M |
| Ameritas Advisory Services, LLC | 0.17% | Reduce -12.4% | 68,333 | $4.1M |
| Texas Yale Capital Corp. | 0.17% | Reduce -3.8% | 64,465 | $3.8M |
| Advisor OS, LLC | 0.44% | Add +143.9% | 64,126 | $3.8M |
| Secure Asset Management, LLC | 0.90% | Add +15.0% | 63,990 | $3.8M |
| Trustmark Bank Trust Department | 0.31% | Reduce -59.0% | 63,929 | $3.8M |
| EWG Elevate Inc. | 1.43% | Add +5.5% | 63,071 | $3.8M |
| Cwm, LLC | 0.02% | Reduce -18.1% | 61,236 | $3.7M |
| IFG Advisory, LLC | 0.27% | Add +6.5% | 60,900 | $3.6M |
| Synovus Financial Corp. | 0.05% | Add +15.6% | 59,038 | $3.5M |
| Benjamin F. Edwards & Company, Inc. | 0.06% | Add +109.4% | 58,027 | $3.5M |
| Wintrust Investments LLC | 0.30% | Reduce -22.1% | 56,800 | $3.4M |
| RFG Advisory, LLC | 0.11% | Reduce -3.9% | 56,227 | $3.4M |
| Castle Rock Wealth Management, LLC | 0.90% | Reduce -3.3% | 55,034 | $3.3M |
| International Assets Investment Management, LLC | 0.34% | Add +9.7% | 54,989 | $3.3M |
| Mutual Advisors, LLC | 0.10% | Reduce -10.3% | 50,253 | $3.0M |
| Keebeck Wealth Management | 0.44% | No change | 49,605 | $3.0M |
| Stephens Inc. | 0.05% | No change | 48,896 | $2.9M |
| Bellevue Asset Management, LLC | 1.59% | Reduce -23.1% | 46,994 | $2.8M |
| Naviter Wealth, LLC | 0.45% | Reduce -75.5% | 46,332 | $2.8M |
| Cornerstone Wealth Management, LLC | 0.22% | Reduce -5.7% | 46,313 | $2.8M |
| Key Client Fiduciary Advisors, LLC | 1.39% | Add +6.0% | 43,796 | $2.6M |
| Good Life Advisors, LLC | 0.23% | Reduce -7.7% | 43,785 | $2.6M |
| Advisory Alpha, LLC | 0.11% | New | 43,475 | $2.6M |
| Family Capital Management, Inc. | 1.78% | Reduce -46.1% | 42,760 | $2.5M |
| First Heartland Consultants, Inc. | 0.26% | Add +55.3% | 42,198 | $2.5M |
| Scarborough Advisors, LLC | 1.16% | Reduce -2.5% | 42,035 | $2.5M |
| Guardian Wealth Advisors, LLC / NC | 0.30% | Reduce -3.7% | 41,270 | $2.5M |
| Welch & Forbes LLC | 0.03% | Reduce -10.3% | 41,125 | $2.5M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -43.0% | 41,043 | $2.4M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -21.9% | 40,252 | $2.4M |
| Arete Wealth Advisors, LLC | 0.22% | Add +25.5% | 39,420 | $2.4M |
| Fortis Group Advisors, LLC | 0.42% | Reduce -34.0% | 38,145 | $2.3M |
| Raymond James Trust N.A. | 0.05% | Add +1.7% | 37,421 | $2.2M |
| Virtue Capital Management, LLC | 0.40% | Reduce -21.6% | 37,169 | $2.2M |
| Capital Investment Counsel, LLC | 0.47% | Add +95.3% | 36,385 | $2.2M |
| San Luis Wealth Advisors LLC | 1.13% | Reduce -77.3% | 36,047 | $2.1M |
| BlueChip Wealth Advisors LLC | 1.38% | Reduce -0.0% | 36,008 | $2.1M |
| Clear Point Advisors Inc. | 1.76% | Add +82.5% | 35,900 | $2.1M |
| Principal Securities, Inc. | 0.07% | Reduce -17.7% | 35,287 | $2.1M |
| Quad-Cities Investment Group, LLC | 1.18% | Reduce -1.7% | 33,833 | $2.0M |
| Symphony Financial, Ltd. Co. | 0.46% | Reduce -25.0% | 33,367 | $2.0M |
| Holistic Financial Partners | 1.00% | Reduce -9.3% | 33,070 | $2.0M |
| Capasso Planning Partners LLC | 0.78% | New | 31,754 | $1.9M |
| Clear Creek Financial Management, LLC | 0.24% | Add +67.4% | 31,639 | $1.9M |
| IHT Wealth Management, LLC | 0.07% | Reduce -7.6% | 30,929 | $1.8M |
| Summit Wealth Partners, LLC | 0.39% | Add +16.2% | 30,685 | $1.8M |
| Chicago Partners Investment Group LLC | 0.08% | Add +7.9% | 30,309 | $1.8M |
| Concorde Asset Management, LLC | 1.24% | Reduce -4.3% | 30,299 | $1.8M |
| GC Wealth Management RIA, LLC | 0.34% | New | 28,794 | $1.7M |
| 1834 Investment Advisors Co. | 0.20% | Reduce -1.4% | 28,443 | $1.7M |
| GeoWealth Management, LLC | 0.07% | New | 28,297 | $1.7M |
| Inspirion Wealth Advisors, LLC | 0.28% | Reduce -51.5% | 28,293 | $1.7M |
| Gray Wealth Management Inc. | 0.75% | Reduce -8.8% | 28,124 | $1.7M |
| Weitzel Financial Services, Inc. | 0.84% | Reduce -44.9% | 28,007 | $1.7M |
| Gateway Wealth Partners, LLC | 0.59% | Reduce -7.9% | 27,783 | $1.7M |
| PCG Wealth Advisors, LLC | 0.79% | Reduce -27.4% | 27,756 | $1.7M |
| Tidal Investments LLC | 0.03% | Reduce -0.7% | 27,476 | $1.6M |
| Summit Financial, LLC | 0.10% | Add +251.0% | 27,196 | $1.6M |
| Ascension Capital Advisors, Inc. | 0.90% | No change | 27,252 | $1.6M |
| Condor Capital Management | 0.16% | No change | 26,670 | $1.6M |
| ICA Group Wealth Management, LLC | 0.31% | Reduce -20.4% | 25,825 | $1.5M |
| Strid Group, LLC | 0.28% | Reduce -23.9% | 25,755 | $1.5M |
| Wedbush Securities Inc. | 0.06% | Add +21.1% | 25,415 | $1.5M |
| Monument Capital Management | 0.43% | Reduce -18.2% | 25,127 | $1.5M |
| AE Wealth Management LLC | 0.02% | Reduce -91.6% | 24,899 | $1.5M |
| Blackhawk Capital Partners, LLC | 0.92% | New | 24,775 | $1.5M |
| Continuum Advisory, LLC | 0.22% | Reduce -31.3% | 24,579 | $1.5M |
| Rehmann Capital Advisory Group | 0.11% | Reduce -0.9% | 24,399 | $1.5M |
| Latitude Advisors, LLC | 0.90% | Reduce -7.6% | 24,267 | $1.4M |
| World Equity Group, Inc. | 0.30% | Add +18.8% | 24,173 | $1.4M |
| 360 Financial, Inc. | 0.56% | Reduce -7.4% | 23,983 | $1.4M |
| Tidemark, LLC | 0.77% | Add +6.9% | 23,160 | $1.4M |
| Paragon Private Wealth Management, LLC | 0.82% | Reduce -0.9% | 23,012 | $1.4M |
| Silver Oak Securities, Incorporated | 0.21% | Reduce -6.3% | 22,984 | $1.4M |
| Beacon Financial Advisory LLC | 0.66% | Reduce -38.5% | 22,741 | $1.4M |
| Uncommon Cents Investing LLC | 0.41% | Reduce -0.8% | 22,720 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Reduce -7.7% | 22,629 | $1.3M |
| Arkadios Wealth Advisors | 0.10% | Reduce -1.4% | 22,330 | $1.3M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -6.6% | 22,267 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +157.1% | 22,266 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +22.2% | 21,506 | $1.3M |
| Private Trust Co. NA | 0.14% | Reduce -15.0% | 21,282 | $1.3M |
| Creative Financial Designs Inc. | 0.12% | Add +38.1% | 21,188 | $1.3M |
| Lanark Financial, Inc. | 0.12% | Add +2.1% | 20,973 | $1.3M |
| Grant/GrossMendelsohn, LLC | 0.58% | Reduce -20.1% | 20,839 | $1.2M |
| Chiron Capital Management, LLC | 1.12% | Reduce -5.7% | 20,691 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +10.1% | 20,668 | $1.2M |
| MTM Investment Management, LLC | 0.50% | Reduce -0.5% | 20,507 | $1.2M |
| Independent Wealth Network Inc. | 0.57% | Reduce -34.8% | 20,451 | $1.2M |
| Keystone Wealth Services, LLC | 0.40% | Reduce -6.4% | 20,416 | $1.2M |
| L.M. Kohn & Company | 0.34% | New | 20,321 | $1.2M |
| Crabel Capital Management, LLC | 1.02% | Add +54.0% | 19,752 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.14% | No change | 19,239 | $1.1M |
| Private Portfolio Partners LLC | 0.24% | Reduce -16.5% | 19,100 | $1.1M |
| Willner & Heller, LLC | 1.12% | Add +47.1% | 18,854 | $1.1M |
| Creative Planning | 0.00% | Add +25.9% | 18,582 | $1.1M |
| Two Sigma Securities, LLC | 0.05% | Add +274.5% | 18,567 | $1.1M |
| EdgeRock Capital LLC | 0.87% | Reduce -6.2% | 18,165 | $1.1M |
| Flow Traders U.S. LLC | 0.06% | Reduce -94.5% | 17,948 | $1.1M |
| Traction Financial Partners, LLC | 0.83% | Reduce -72.6% | 17,785 | $1.1M |
| Main Street Financial Solutions, LLC | 0.11% | Reduce -0.2% | 17,675 | $1.1M |
| Old Mission Capital LLC | 0.03% | Reduce -73.1% | 17,404 | $1.0M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.25% | Add +1.2% | 16,956 | $1.0M |
| Mattern Wealth Management LLC | 0.24% | Reduce -8.2% | 16,751 | $999K |
| Cambridge Advisors Inc. | 0.23% | Add +1.1% | 16,688 | $995K |
| TAP Consulting, LLC | 0.22% | Reduce -27.1% | 16,680 | $994K |
| Authentikos Wealth Advisory, LLC | 0.99% | Add +8.9% | 16,586 | $989K |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -35.9% | 16,541 | $986K |
| Valmark Advisers, Inc. | 0.02% | Add +2.8% | 16,362 | $976K |
| Fortem Financial Group, LLC | 0.42% | No change | 16,179 | $965K |
| Strait & Sound Wealth Management LLC | 0.54% | Reduce -3.6% | 16,083 | $960K |
| Naples Global Advisors, LLC | 0.10% | Add +1.2% | 15,797 | $945K |
| Refined Wealth Management | 0.65% | Reduce -0.0% | 15,390 | $918K |
| Randall & Associates Wealth Management | 0.83% | Add +13.3% | 15,377 | $917K |
| HRT Financial LP | 0.01% | Add +165.6% | 15,208 | $906K |
| WR Wealth Planners, LLC | 0.28% | Reduce -3.0% | 15,103 | $900K |
| TrueWealth Advisors, LLC | 0.35% | Reduce -68.2% | 15,102 | $900K |
| Sage Capital Advisors,llc | 0.26% | Add +0.8% | 15,102 | $900K |
| Lion Street Advisors, LLC | 0.36% | No change | 14,879 | $888K |
| Hilltop Holdings Inc. | 0.10% | Reduce -1.2% | 14,703 | $877K |
| Cedrus LLC | 0.46% | Add +0.4% | 14,273 | $851K |
| SignalPoint Asset Management, LLC | 0.23% | Reduce -24.0% | 13,962 | $832K |
| Madden Advisory Services, Inc. | 0.43% | Reduce -4.9% | 13,592 | $810K |
| Global Retirement Partners, LLC | 0.03% | Reduce -30.6% | 13,520 | $806K |
| Visionary Wealth Advisors | 0.05% | Reduce -46.5% | 13,510 | $805K |
| Wealth Management Associates, Inc. | 0.38% | Add +6.8% | 13,511 | $805K |
| Assetmark, Inc. | 0.00% | Add +48.6% | 13,341 | $795K |
| Prosperity Financial Group, Inc. | 0.49% | Reduce -89.7% | 13,178 | $786K |
| Global Assets Advisory, LLC | 0.47% | Add +0.1% | 13,142 | $783K |
| TKG Advisors, LLC | 0.43% | Reduce -83.3% | 12,984 | $774K |
| Atwood & Palmer Inc. | 0.06% | Reduce -30.5% | 12,975 | $774K |
| Centric Wealth Management | 0.25% | Add +2.5% | 12,962 | $772K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -41.4% | 12,775 | $762K |
| CreativeOne Wealth, LLC | 0.03% | New | 12,567 | $749K |
| Perennial Investment Advisors, LLC | 0.11% | Reduce -2.1% | 12,118 | $722K |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -32.0% | 11,987 | $715K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Reduce -21.0% | 11,445 | $682K |
| JPL Wealth Management, LLC | 0.37% | Reduce -2.5% | 11,265 | $672K |
| Cottonwood Capital Advisors, LLC | 0.53% | Reduce -3.9% | 11,177 | $667K |
| Plan Group Financial, LLC | 0.44% | Add +107.8% | 11,118 | $663K |
| FinTrust Capital Advisors, LLC | 0.13% | Reduce -2.3% | 11,028 | $657K |
| Lunt Capital Management, Inc. | 0.33% | Reduce -82.6% | 11,002 | $656K |
| KKM Financial LLC | 0.32% | Add +175.6% | 10,928 | $652K |
| Farther Finance Advisors, LLC | 0.04% | No change | 10,921 | $651K |
| G&S Capital LLC | 0.29% | Reduce -83.0% | 10,825 | $645K |
| Objective Capital Management, LLC | 0.42% | Add +0.4% | 10,521 | $627K |
| Archer Investment Corp | 0.19% | Reduce -5.8% | 10,508 | $626K |
| Cherry Creek Investment Advisors, Inc. | 0.34% | Reduce -90.6% | 10,448 | $623K |
| JPMorgan Chase & Co. | 0.00% | Reduce -93.3% | 10,383 | $619K |
| Dunhill Financial, LLC | 0.46% | Reduce -16.2% | 10,354 | $617K |
| Great Lakes Retirement, Inc. | 0.09% | Add +52.3% | 10,249 | $611K |
| Derbend Asset Management | 0.29% | Add +52.7% | 9,865 | $588K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -69.8% | 9,579 | $571K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -26.4% | 9,464 | $564K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -2.9% | 9,299 | $554K |
| Bison Wealth, LLC | 0.09% | Reduce -2.5% | 9,077 | $541K |
| Aries Wealth Management | 0.17% | No change | 9,000 | $537K |
| Tyler-Stone Wealth Management | 0.24% | Reduce -36.5% | 8,996 | $536K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.3% | 8,863 | $528K |
| DAVENPORT & Co LLC | 0.00% | Add +34.0% | 8,830 | $526K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -88.6% | 8,682 | $518K |
| Lodestar Private Asset Management LLC | 0.07% | Reduce -4.3% | 8,493 | $506K |
| Onyx Bridge Wealth Group LLC | 0.09% | No change | 8,417 | $503K |
| Chilton Capital Management LLC | 0.02% | No change | 8,413 | $502K |
| Inspire Advisors, LLC | 0.07% | Add +4.6% | 8,323 | $496K |
| Rathbones Group PLC | 0.00% | Add +1.7% | 8,148 | $486K |
| Alpha Omega Group, Inc. | 0.66% | Reduce -5.3% | 7,955 | $474K |
| Moors & Cabot, Inc. | 0.03% | Add +1.1% | 7,947 | $474K |
| NBT Bank, N.A. | 0.03% | Reduce -14.0% | 7,914 | $472K |
| Northwest Financial Advisors | 0.49% | Add +0.0% | 7,518 | $448K |
| Imprint Wealth LLC | 0.11% | Add +4.4% | 7,465 | $445K |
| United Capital Management of KS, Inc. | 0.10% | Add +13.9% | 7,415 | $442K |
| American Financial Advisors, LLC | 0.06% | Add +1.0% | 7,183 | $428K |
| Certified Advisory Corp | 0.06% | Add +0.2% | 7,017 | $418K |
| Commonwealth Financial Services, LLC | 0.10% | No change | 6,863 | $409K |
| ProVise Management Group, LLC | 0.04% | Reduce -1.7% | 6,803 | $406K |
| Redwood Wealth Management Group, LLC | 0.42% | Reduce -8.6% | 6,705 | $400K |
| Epic Trust Investment Advisors, LLC | 0.49% | Reduce -13.7% | 6,701 | $399K |
| Herold Advisors, Inc. | 0.10% | Reduce -48.3% | 6,674 | $398K |
| Significant Wealth Partners LLC | 0.26% | Reduce -19.7% | 6,657 | $397K |
| Brookstone Capital Management | 0.01% | Add +17.6% | 6,513 | $388K |
| Capital Market Strategies LLC | 0.30% | Reduce -28.4% | 6,507 | $388K |
| Captrust Financial Advisors | 0.00% | Add +2.1% | 6,481 | $386K |
| tru Independence LLC | 0.11% | Reduce -90.6% | 6,069 | $362K |
| Stonebridge Financial Planning Group, LLC | 0.19% | Reduce -38.3% | 5,930 | $354K |
| WealthShield Partners, LLC | 0.05% | No change | 5,469 | $327K |
| Strategic Blueprint, LLC | 0.02% | Reduce -28.5% | 5,485 | $327K |
| Collaborative Wealth Managment Inc. | 0.16% | Reduce -34.1% | 5,479 | $327K |
| Iams Wealth Management, LLC | 0.20% | Reduce -93.6% | 5,408 | $324K |
| Betterment LLC | 0.00% | Reduce -81.7% | 5,353 | $319K |
| City Center Advisors, LLC | 0.37% | — | 5,247 | $313K |
| Southland Equity Partners LLC | 0.09% | Reduce -3.5% | 5,228 | $312K |
| Brendel Financial Advisors LLC | 0.35% | Add +0.1% | 5,127 | $306K |
| Sheets Smith Wealth Management | 0.03% | No change | 5,023 | $299K |
| VitalStone Financial, LLC | 0.23% | Reduce -17.8% | 4,962 | $296K |
| Sunbelt Securities, Inc. | 0.03% | Add +0.1% | 4,922 | $293K |
| Del-Sette Capital Management, LLC | 0.24% | No change | 4,818 | $287K |
| White Wing Wealth Management | 0.23% | New | 4,696 | $280K |
| Prosperity Wealth Management, Inc. | 0.13% | New | 4,611 | $275K |
| Realta Investment Advisors | 0.06% | No change | 4,564 | $272K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -76.0% | 4,531 | $270K |
| Client First Investment Management LLC | 0.21% | Add +10.1% | 4,503 | $268K |
| Flaharty Asset Management, LLC | 0.04% | No change | 4,475 | $267K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +0.2% | 4,426 | $264K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +0.2% | 4,426 | $264K |
| Westside Investment Management, Inc. | 0.06% | Reduce -18.4% | 4,421 | $264K |
| LVZ, Inc. | 0.04% | Add +0.3% | 4,374 | $261K |
| Madison Park Capital Advisors, LLC | 0.22% | Reduce -0.8% | 4,205 | $251K |
| Columbia Advisory Partners LLC | 0.25% | Reduce -21.2% | 4,177 | $249K |
| Choreo, LLC | 0.01% | No change | 4,160 | $248K |
| Acorn Wealth Advisors, LLC | 0.13% | No change | 4,112 | $245K |
| PFS Partners, LLC | 0.17% | Add +0.7% | 4,112 | $245K |
| Brady Family Wealth, LLC | 0.08% | New | 4,073 | $243K |
| TFB Advisors LLC | 0.09% | New | 4,043 | $241K |
| Allworth Financial LP | 0.00% | Add +14.1% | 4,036 | $241K |
| FSB Premier Wealth Management, Inc. | 0.11% | Reduce -17.1% | 3,905 | $233K |
| Claro Advisors Inc. | 0.04% | New | 3,883 | $232K |
| Edge Financial Advisors LLC | 0.20% | — | 3,872 | $231K |
| Benedict Financial Advisors Inc. | 0.06% | Add +0.0% | 3,867 | $231K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -49.0% | 3,850 | $230K |
| Calton & Associates, Inc. | 0.11% | Add +10.0% | 3,858 | $230K |
| Park Avenue Securities LLC | 0.00% | Reduce -8.2% | 3,547 | $211K |
| Stratos Investment Management, LLC | 0.02% | New | 3,519 | $210K |
| Signal Advisors Wealth, LLC | 0.05% | New | 3,440 | $205K |
| DHJJ Financial Advisors, Ltd. | 0.08% | Reduce -0.4% | 3,180 | $190K |
| CoreCap Advisors, LLC | 0.01% | New | 2,843 | $169K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Reduce -38.4% | 2,774 | $165K |
| Capital Analysts, LLC | 0.01% | No change | 2,550 | $152K |
| Gilliland Jeter Wealth Management LLC | 0.05% | Reduce -48.0% | 2,538 | $151K |
| Front Row Advisors LLC | 0.06% | No change | 2,500 | $149K |
| Bank of Montreal | 0.00% | Add +3.0% | 2,470 | $148K |
| Larson Financial Group LLC | 0.01% | Reduce -29.9% | 2,051 | $122K |
| Benjamin Edwards Inc. | 0.02% | Reduce -42.0% | 2,020 | $120K |
| Raffa Wealth Management, LLC | 0.04% | Add +135.1% | 1,982 | $118K |
| Sound Income Strategies, LLC | 0.01% | Add +0.9% | 1,977 | $118K |
| M&R Capital Management Inc. | 0.03% | No change | 1,975 | $118K |
| Investors Research Corp | 0.02% | New | 1,485 | $89K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,225 | $73K |
| Insight Inv LLC | 0.06% | Reduce -31.9% | 1,175 | $70K |
| Spectrum Wealth Counsel, LLC | 0.01% | New | 956 | $57K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 915 | $55K |
| Parkside Financial Bank & Trust | 0.01% | No change | 800 | $48K |
| Signaturefd, LLC | 0.00% | No change | 790 | $47K |
| Register Financial Advisors LLC | 0.02% | New | 630 | $38K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -1.5% | 533 | $32K |
| Sachetta, LLC | 0.01% | No change | 500 | $30K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 500 | $30K |
| Impact Partnership Wealth, LLC | 0.01% | Add +74.7% | 339 | $20K |
| Friedenthal Financial | 0.01% | Add +6.8% | 300 | $18K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 270 | $16K |
| Blair William & Co. | 0.00% | Add +0.8% | 258 | $15K |
| Mather Group, Llc. | 0.00% | New | 235 | $14K |
| Private Ocean, LLC | 0.00% | New | 214 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -53.5% | 192 | $11K |
| Parallel Advisors, LLC | 0.00% | Reduce -46.6% | 159 | $9K |
| Ancora Advisors LLC | 0.00% | No change | 150 | $9K |
| SouthState Bank Corp | 0.00% | New | 124 | $7K |
| Penserra Capital Management LLC | 0.00% | Add +3.2% | 128 | $7K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -27.8% | 104 | $6K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 100 | $6K |
| JNBA Financial Advisors | 0.00% | Add +1.1% | 92 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 90 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 68 | $4K |
| PSI Advisors, LLC | 0.00% | No change | 66 | $4K |
| REAP Financial Group, LLC | 0.00% | Reduce -9.3% | 49 | $3K |
| Nordwand Advisors, LLC | 0.00% | No change | 40 | $2K |
| Wagner Wealth Management, LLC | 0.00% | Reduce -99.6% | 39 | $2K |
| US Bancorp \de | 0.00% | Reduce -26.9% | 38 | $2K |
| Main Street Group, LTD | 0.00% | No change | 35 | $2K |
| FMR LLC | 0.00% | Add +100.0% | 30 | $2K |
| NFSG Corp | 0.00% | New | 27 | $2K |
| Caitlin John, LLC | 0.00% | No change | 25 | $1K |
| Hexagon Capital Partners LLC | 0.00% | No change | 22 | $1K |
| Rakuten Securities, Inc. | 0.00% | New | 1 | $60 |
"% 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.