First Trust Enh Short Mat FDFTSMETF
13F holders, Q1 2025 (March 31)429holders −8
31new positions
30sold out
2famous investors
$59.86avg. 13F price*
At the end of Q1 2025, 429 institutions reported holding First Trust Enh Short Mat FD (FTSM) in their 13F filings, down 8 from Q4 2024. 31 opened new positions and 30 sold out. The largest holders were Morgan Stanley ($801.5M), LPL Financial LLC ($547.1M) and Wells Fargo & Company ($434.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $30.4M |
| Exits | 30 | $37.9M |
All 13F filers, Q4 2024 → Q1 2025: 8,449,758 shares bought and 4,518,116 shares sold, net +3,931,642 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 429 holders
| Morgan Stanley | 0.06% | Add +9.6% | 13,394,080 | $801.5M |
| LPL Financial LLC | 0.21% | Add +3.2% | 9,141,990 | $547.1M |
| Wells Fargo & Company | 0.11% | Reduce -2.9% | 7,268,458 | $434.9M |
| UBS Group AG | 0.04% | Reduce -13.1% | 3,355,840 | $200.8M |
| Raymond James Financial Inc. | 0.07% | Add +23.1% | 3,192,327 | $191.0M |
| Royal Bank of Canada | 0.04% | Add +12.8% | 2,637,594 | $157.8M |
| Bank of America Corp. | 0.01% | Reduce -2.7% | 2,391,117 | $143.1M |
| Bramshill Investments, LLC | 10.99% | Add +10.1% | 1,798,647 | $107.6M |
| Renaissance Technologies | 0.14% | Add +9.4% | 1,519,844 | $90.9M |
| Cetera Investment Advisers | 0.17% | Reduce -5.5% | 1,447,685 | $86.6M |
| Tucker Asset Management LLC | 25.19% | Add +27.9% | 1,299,490 | $77.8M |
| Hansen & Associates Financial Group, Inc. | 41.28% | Add +50.6% | 1,285,331 | $77.0M |
| Osaic Holdings, Inc. | 0.16% | Reduce -22.0% | 1,208,983 | $72.4M |
| Csenge Advisory Group | 4.02% | Add +5.0% | 1,183,880 | $70.9M |
| First Trust Advisors LP | 0.06% | Add +822.2% | 1,180,959 | $70.7M |
| Concorde Asset Management, LLC | 37.53% | Add +1243.9% | 1,165,643 | $69.7M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Add +4.5% | 1,085,250 | $64.9M |
| Stifel Financial Corp. | 0.06% | Add +5.9% | 997,938 | $59.7M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -4.4% | 891,249 | $53.3M |
| IFP Advisors, Inc | 1.42% | Add +118.2% | 770,064 | $46.1M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -4.1% | 697,847 | $41.8M |
| GDS Wealth Management | 2.86% | Reduce -33.2% | 559,630 | $33.5M |
| Truist Financial Corp. | 0.05% | Add +0.6% | 520,287 | $31.1M |
| Mariner, LLC | 0.05% | Reduce -14.8% | 480,233 | $28.7M |
| Janney Montgomery Scott LLC | 0.08% | Add +7.9% | 477,801 | $28.6M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +12.1% | 436,040 | $26.1M |
| Gradient Investments LLC | 0.52% | Reduce -20.1% | 427,001 | $25.6M |
| Kingsview Wealth Management, LLC | 0.47% | Reduce -10.0% | 413,615 | $24.8M |
| TCP Asset Management, LLC | 4.35% | Add +3.3% | 324,940 | $19.4M |
| Flagship Harbor Advisors, LLC | 1.02% | Add +1469.9% | 323,099 | $19.3M |
| Atria Investments, Inc | 0.24% | Reduce -29.1% | 319,441 | $19.1M |
| Prospera Financial Services Inc | 0.44% | Reduce -8.1% | 317,510 | $19.0M |
| Western Wealth Management, LLC | 1.20% | Add +1.2% | 301,889 | $18.1M |
| Uptick Partners, LLC | 6.11% | Add +15.3% | 301,261 | $18.0M |
| NewEdge Advisors, LLC | 0.10% | Reduce -14.1% | 293,995 | $17.6M |
| Coppell Advisory Solutions LLC | 2.41% | Reduce -42.9% | 289,299 | $17.4M |
| Avantax Advisory Services, Inc. | 0.10% | Reduce -0.4% | 287,831 | $17.2M |
| HBK Sorce Advisory LLC | 0.50% | Add +0.0% | 283,565 | $17.0M |
| Baird Financial Group, Inc. | 0.03% | Add +2.4% | 281,261 | $16.8M |
| Triumph Capital Management | 5.44% | Add +1.5% | 272,913 | $16.3M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -12.7% | 264,685 | $15.8M |
| Manchester Financial Inc. | 3.48% | Reduce -12.6% | 257,924 | $15.4M |
| Capital Investment Advisory Services, LLC | 1.38% | Reduce -1.4% | 257,677 | $15.4M |
| Harbour Investments, Inc. | 0.44% | Reduce -6.7% | 256,721 | $15.4M |
| Mainsail Financial Group, LLC | 8.63% | Add +3.8% | 254,348 | $15.2M |
| HighTower Advisors, LLC | 0.02% | Add +7.4% | 250,484 | $15.0M |
| Park National Corp. | 0.54% | Add +7.4% | 245,760 | $14.7M |
| Jaffetilchin Investment Partners, LLC | 1.05% | Reduce -3.4% | 241,018 | $14.4M |
| Private Advisor Group, LLC | 0.09% | Add +1.7% | 238,566 | $14.3M |
| Transcendent Capital Group LLC | 7.60% | Add +33.7% | 225,902 | $13.5M |
| Petix & Botte Co | 3.48% | Add +4.9% | 220,809 | $13.2M |
| Shelton Wealth Management, LLC | 7.50% | Reduce -2.7% | 219,140 | $13.1M |
| Townsquare Capital LLC | 0.14% | Reduce -7.8% | 218,852 | $13.1M |
| FSC Wealth Advisors, LLC | 7.83% | Reduce -1.2% | 199,484 | $11.9M |
| Gladstone Institutional Advisory LLC | 0.54% | Reduce -0.3% | 194,356 | $11.6M |
| MML Investors Services, LLC | 0.04% | Add +35.4% | 194,137 | $11.6M |
| Lake Street Private Wealth, LLC | 1.86% | Reduce -12.2% | 190,091 | $11.4M |
| Steward Partners Investment Advisory, LLC | 0.10% | Reduce -7.6% | 189,293 | $11.3M |
| RiverTree Advisors, LLC | 7.48% | Reduce -14.6% | 186,793 | $11.2M |
| Ellsworth Advisors, LLC | 2.93% | Add +3.0% | 186,462 | $11.2M |
| Harvest Investment Services, LLC | 3.11% | Reduce -17.0% | 186,429 | $11.2M |
| Advisory Alpha, LLC | 0.37% | New | 183,697 | $11.0M |
| 1776 Wealth LLC | 5.04% | Reduce -13.0% | 183,307 | $11.0M |
| Simplicity Wealth,LLC | 0.84% | Add +2514.3% | 180,257 | $10.8M |
| Capasso Planning Partners LLC | 4.49% | Add +219.0% | 179,171 | $10.7M |
| Cerity Partners LLC | 0.02% | Add +1.6% | 177,664 | $10.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.6% | 173,859 | $10.4M |
| TD Capital Management LLC | 1.05% | Add +10.4% | 173,438 | $10.4M |
| Creekmur Asset Management LLC | 2.15% | Add +0.4% | 171,782 | $10.3M |
| Sterling Manor Financial, LLC | 7.29% | Add +6.2% | 170,575 | $10.2M |
| D.A. Davidson & Co. | 0.08% | Add +28.9% | 162,858 | $9.7M |
| Cassia Capital Partners, LLC | 6.06% | Add +7.9% | 162,425 | $9.7M |
| Virtue Capital Management, LLC | 1.12% | New | 160,726 | $9.6M |
| Atria Wealth Solutions, Inc. | 0.12% | Reduce -18.6% | 159,811 | $9.6M |
| Oppenheimer & Co. Inc. | 0.14% | Add +1.7% | 160,003 | $9.6M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -2.2% | 157,463 | $9.4M |
| JPMorgan Chase & Co. | 0.00% | Add +13.1% | 145,447 | $8.7M |
| Virtus Wealth Solutions LLC | 2.64% | Reduce -1.6% | 145,336 | $8.7M |
| Citigroup Inc. | 0.01% | Reduce -4.5% | 145,330 | $8.7M |
| Spire Wealth Management | 0.27% | Reduce -10.5% | 140,320 | $8.4M |
| Stablepoint Partners, LLC | 1.51% | Reduce -10.1% | 139,708 | $8.4M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -5.3% | 139,673 | $8.4M |
| Schwallier Wealth Management LLC | 6.13% | Add +12.1% | 138,746 | $8.3M |
| Comerica Bank | 0.03% | Reduce -4.2% | 132,678 | $7.9M |
| Ifrah Financial Services, Inc. | 2.21% | Add +5.0% | 128,505 | $7.7M |
| EdgeRock Capital LLC | 5.28% | Add +999.0% | 123,761 | $7.4M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +13.0% | 123,001 | $7.4M |
| Moloney Securities Asset Management, LLC | 1.00% | Add +31.0% | 122,949 | $7.4M |
| Financial Enhancement Group LLC | 1.13% | Reduce -45.2% | 120,898 | $7.2M |
| Ameritas Advisory Services, LLC | 0.29% | Add +91.5% | 120,799 | $7.2M |
| Synergy Asset Management, LLC | 0.86% | Reduce -53.9% | 114,063 | $6.8M |
| Twin Peaks Wealth Advisors, LLC | 3.00% | Add +7.1% | 109,984 | $6.6M |
| Equitable Holdings, Inc. | 0.06% | Reduce -2.1% | 109,501 | $6.6M |
| StoneX Group Inc. | 0.36% | Reduce -21.4% | 108,901 | $6.5M |
| PCG Wealth Advisors, LLC | 2.21% | Reduce -9.4% | 105,948 | $6.3M |
| Shilanski & Associates, Inc. | 1.98% | Add +1.1% | 105,894 | $6.3M |
| McGuire Investment Group, LLC | 0.94% | Add +9.5% | 105,654 | $6.3M |
| Ausdal Financial Partners, Inc. | 0.45% | Add +38.3% | 98,853 | $5.9M |
| Sigma Planning Corp | 0.19% | Add +0.2% | 98,281 | $5.9M |
| Fairway Financial, LLC | 5.26% | Add +0.3% | 96,857 | $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.