First Trust Enh Short Mat FDFTSMETF
13F holders, Q4 2024 (December 31)437holders +37
37new positions
31sold out
1famous investor
$59.67avg. 13F price*
At the end of Q4 2024, 437 institutions reported holding First Trust Enh Short Mat FD (FTSM) in their 13F filings, up 37 from Q3 2024. 37 opened new positions and 31 sold out. The largest holders were Morgan Stanley ($730.7M), LPL Financial LLC ($529.5M) and Wells Fargo & Company ($447.3M). One famous investor held it Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $81.6M |
| Exits | 31 | $68.7M |
All 13F filers, Q3 2024 → Q4 2024: 5,011,632 shares bought and 4,924,841 shares sold, net +86,791 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 437 holders
| Morgan Stanley | 0.05% | Reduce -0.7% | 12,224,745 | $730.7M |
| LPL Financial LLC | 0.22% | Add +5.9% | 8,859,290 | $529.5M |
| Wells Fargo & Company | 0.11% | Reduce -1.9% | 7,483,225 | $447.3M |
| UBS Group AG | 0.05% | Add +12.6% | 3,860,704 | $230.8M |
| Raymond James Financial Inc. | 0.06% | — | 2,592,129 | $154.9M |
| Bank of America Corp. | 0.01% | Reduce -6.9% | 2,457,062 | $146.9M |
| Royal Bank of Canada | 0.03% | Reduce -3.9% | 2,339,355 | $139.8M |
| Bramshill Investments, LLC | 15.35% | Add +10.5% | 1,634,231 | $97.7M |
| Osaic Holdings, Inc. | 0.21% | Reduce -1.7% | 1,550,113 | $92.7M |
| Cetera Investment Advisers | 0.19% | Add +11.0% | 1,532,049 | $91.6M |
| Renaissance Technologies | 0.12% | Reduce -0.1% | 1,389,400 | $83.0M |
| Csenge Advisory Group | 3.66% | Reduce -0.3% | 1,127,982 | $67.4M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Reduce -11.4% | 1,039,013 | $62.1M |
| Tucker Asset Management LLC | 13.77% | Reduce -15.3% | 1,016,229 | $60.7M |
| Stifel Financial Corp. | 0.06% | Add +12.5% | 942,621 | $56.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +19.3% | 931,860 | $55.7M |
| Hansen & Associates Financial Group, Inc. | 25.97% | Reduce -3.2% | 853,416 | $51.0M |
| GDS Wealth Management | 4.56% | Reduce -43.1% | 837,263 | $50.0M |
| Commonwealth Equity Services, LLC | 0.06% | Add +19.7% | 727,414 | $43.5M |
| Mariner, LLC | 0.06% | Reduce -27.6% | 563,941 | $33.7M |
| Gradient Investments LLC | 0.65% | Reduce -11.8% | 534,545 | $31.9M |
| Truist Financial Corp. | 0.05% | Add +67.9% | 517,372 | $30.9M |
| Coppell Advisory Solutions LLC | 4.23% | Reduce -1.3% | 506,543 | $30.3M |
| Independent Advisor Alliance | 0.37% | New | 464,730 | $27.8M |
| Kingsview Wealth Management, LLC | 0.54% | Reduce -9.0% | 459,743 | $27.5M |
| Atria Investments, Inc | 0.34% | Reduce -21.7% | 450,885 | $26.9M |
| Janney Montgomery Scott LLC | 0.07% | Add +8.1% | 442,971 | $26.5M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +87.9% | 389,071 | $23.3M |
| IFP Advisors, Inc | 0.69% | Add +20.4% | 352,951 | $21.1M |
| Prospera Financial Services Inc | 0.48% | Reduce -16.6% | 345,501 | $20.7M |
| NewEdge Advisors, LLC | 0.12% | Add +1.1% | 342,257 | $20.5M |
| TCP Asset Management, LLC | 4.15% | New | 314,504 | $18.8M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -16.3% | 303,294 | $18.1M |
| Western Wealth Management, LLC | 0.96% | Add +20.2% | 298,205 | $17.8M |
| Manchester Financial Inc. | 3.86% | Reduce -12.3% | 295,153 | $17.6M |
| Avantax Advisory Services, Inc. | 0.11% | Add +2.6% | 288,858 | $17.3M |
| HBK Sorce Advisory LLC | 0.51% | Reduce -3.2% | 283,486 | $16.9M |
| Harbour Investments, Inc. | 0.47% | Reduce -9.2% | 275,126 | $16.4M |
| Baird Financial Group, Inc. | 0.03% | Reduce -3.8% | 274,777 | $16.4M |
| Triumph Capital Management | 5.50% | Add +12.0% | 268,848 | $16.1M |
| Uptick Partners, LLC | 5.66% | Add +1689.7% | 261,409 | $15.6M |
| Capital Investment Advisory Services, LLC | 1.50% | Add +2.1% | 261,333 | $15.6M |
| Jaffetilchin Investment Partners, LLC | 1.08% | Add +3.4% | 249,451 | $14.9M |
| Synergy Asset Management, LLC | 1.15% | Add +76.6% | 247,297 | $14.8M |
| Mainsail Financial Group, LLC | 8.49% | Add +6.6% | 245,046 | $14.6M |
| Townsquare Capital LLC | 0.16% | Reduce -9.8% | 237,307 | $14.2M |
| Private Advisor Group, LLC | 0.08% | Reduce -3.9% | 234,497 | $14.0M |
| HighTower Advisors, LLC | 0.02% | Add +8.2% | 233,288 | $13.9M |
| Park National Corp. | 0.50% | Reduce -7.5% | 228,785 | $13.7M |
| Shelton Wealth Management, LLC | 7.37% | Add +10.0% | 225,240 | $13.5M |
| Harvest Investment Services, LLC | 3.29% | Add +3.5% | 224,604 | $13.4M |
| Financial Enhancement Group LLC | 2.02% | Reduce -18.9% | 220,491 | $13.2M |
| RiverTree Advisors, LLC | 8.59% | Reduce -23.7% | 218,789 | $13.1M |
| Lake Street Private Wealth, LLC | 2.08% | Add +4.5% | 216,574 | $12.9M |
| 1776 Wealth LLC | 5.79% | Reduce -4.9% | 210,712 | $12.6M |
| Petix & Botte Co | 3.31% | Add +12.9% | 210,435 | $12.6M |
| Steward Partners Investment Advisory, LLC | 0.11% | Reduce -13.3% | 204,810 | $12.2M |
| FSC Wealth Advisors, LLC | 7.77% | Reduce -2.7% | 201,959 | $12.1M |
| Atria Wealth Solutions, Inc. | 0.13% | Reduce -30.4% | 196,377 | $11.7M |
| Gladstone Institutional Advisory LLC | 0.54% | Add +23.5% | 195,029 | $11.7M |
| Concourse Financial Group Securities, Inc. | 0.62% | Reduce -15.4% | 183,266 | $11.0M |
| Ellsworth Advisors, LLC | 2.84% | Add +6.2% | 181,070 | $10.8M |
| Cerity Partners LLC | 0.02% | Reduce -10.8% | 174,844 | $10.5M |
| Creekmur Asset Management LLC | 2.34% | Add +2.6% | 171,160 | $10.2M |
| Transcendent Capital Group LLC | 5.23% | Add +83.1% | 169,007 | $10.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +9.9% | 166,256 | $9.9M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -5.9% | 160,995 | $9.7M |
| Sterling Manor Financial, LLC | 6.69% | Add +2.6% | 160,569 | $9.6M |
| Oppenheimer & Co. Inc. | 0.14% | Reduce -3.2% | 157,381 | $9.4M |
| TD Capital Management LLC | 0.95% | Reduce -2.9% | 157,026 | $9.4M |
| Spire Wealth Management | 0.29% | New | 156,848 | $9.4M |
| Stablepoint Partners, LLC | 1.70% | Add +21.4% | 155,398 | $9.3M |
| Citigroup Inc. | 0.01% | Reduce -4.3% | 152,141 | $9.1M |
| Cassia Capital Partners, LLC | 5.73% | Reduce -0.5% | 150,473 | $9.0M |
| Virtus Wealth Solutions LLC | 2.08% | — | 147,767 | $8.8M |
| Rockefeller Capital Management L.P. | 0.02% | Add +13.9% | 147,490 | $8.8M |
| MML Investors Services, LLC | 0.03% | Reduce -12.6% | 143,369 | $8.6M |
| Stratos Wealth Advisors, LLC | 0.40% | Reduce -12.7% | 140,267 | $8.4M |
| StoneX Group Inc. | 0.46% | Reduce -32.1% | 138,479 | $8.3M |
| Comerica Bank | 0.03% | Add +14.6% | 138,432 | $8.3M |
| Stratos Wealth Partners, LTD. | 0.12% | Reduce -20.1% | 134,692 | $8.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -41.4% | 128,649 | $7.7M |
| Nilsine Partners, LLC | 0.82% | Add +0.2% | 128,502 | $7.7M |
| First Trust Advisors LP | 0.01% | Add +70.6% | 128,053 | $7.7M |
| D.A. Davidson & Co. | 0.06% | Add +24.7% | 126,363 | $7.6M |
| Schwallier Wealth Management LLC | 5.63% | Reduce -21.2% | 123,813 | $7.4M |
| Ifrah Financial Services, Inc. | 2.02% | Add +2.7% | 122,425 | $7.3M |
| Ashton Thomas Private Wealth, LLC | 0.28% | Add +5.8% | 120,196 | $7.2M |
| PCG Wealth Advisors, LLC | 2.58% | Add +891.0% | 116,994 | $7.0M |
| Guided Capital Wealth Management, LLC | 6.34% | — | 115,782 | $6.9M |
| Mutual Advisors, LLC | 0.20% | Add +80.6% | 112,916 | $6.8M |
| Equitable Holdings, Inc. | 0.06% | Add +11.0% | 111,834 | $6.7M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +3.3% | 108,810 | $6.5M |
| Shilanski & Associates, Inc. | 2.01% | Reduce -0.5% | 104,699 | $6.3M |
| NewEdge Wealth, LLC | 0.11% | Reduce -1.2% | 103,489 | $6.2M |
| Twin Peaks Wealth Advisors, LLC | 2.60% | Reduce -4.1% | 102,650 | $6.1M |
| Pine Valley Investments Ltd Liability Co | 0.40% | Reduce -0.3% | 102,343 | $6.1M |
| Sigma Planning Corp | 0.18% | Reduce -19.3% | 98,120 | $5.9M |
| Fairway Financial, LLC | 5.27% | — | 96,609 | $5.8M |
| McGuire Investment Group, LLC | 0.83% | Add +0.5% | 96,469 | $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.