First Trust Enh Short Mat FDFTSMETF
13F holders, Q3 2025 (September 30)401holders −17
27new positions
43sold out
1famous investor
$59.92avg. 13F price*
At the end of Q3 2025, 401 institutions reported holding First Trust Enh Short Mat FD (FTSM) in their 13F filings, down 17 from Q2 2025. 27 opened new positions and 43 sold out. The largest holders were Morgan Stanley ($797.2M), LPL Financial LLC ($561.6M) and Wells Fargo & Company ($466.0M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $53.9M |
| Exits | 43 | $118.8M |
All 13F filers, Q2 2025 → Q3 2025: 4,684,764 shares bought and 6,958,067 shares sold, net −2,273,303 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 401 holders
| Morgan Stanley | 0.05% | Reduce -0.3% | 13,305,851 | $797.2M |
| LPL Financial LLC | 0.16% | Add +3.1% | 9,374,551 | $561.6M |
| Wells Fargo & Company | 0.10% | Add +7.0% | 7,777,623 | $466.0M |
| UBS Group AG | 0.04% | Reduce -3.8% | 3,156,105 | $189.1M |
| Royal Bank of Canada | 0.03% | Add +2.8% | 2,947,122 | $176.6M |
| Raymond James Financial Inc. | 0.05% | Reduce -2.7% | 2,517,513 | $150.8M |
| Bank of America Corp. | 0.01% | Reduce -3.0% | 2,425,855 | $145.3M |
| Csenge Advisory Group | 5.33% | Add +18.8% | 1,861,233 | $111.5M |
| Cetera Investment Advisers | 0.12% | Add +28.6% | 1,779,728 | $106.6M |
| Osaic Holdings, Inc. | 0.10% | Add +2.5% | 1,174,724 | $70.4M |
| Stifel Financial Corp. | 0.06% | Add +2.3% | 1,105,451 | $66.2M |
| First Trust Advisors LP | 0.05% | Reduce -28.0% | 1,038,505 | $62.2M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Reduce -15.8% | 885,733 | $53.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.1% | 857,954 | $51.4M |
| Hansen & Associates Financial Group, Inc. | 18.72% | Reduce -28.9% | 745,383 | $44.7M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -17.5% | 656,617 | $39.3M |
| Janney Montgomery Scott LLC | 0.09% | Reduce -0.3% | 626,166 | $37.5M |
| Tucker Asset Management LLC | 11.20% | Reduce -4.2% | 620,366 | $37.2M |
| Gradient Investments LLC | 0.61% | Add +43.1% | 605,766 | $36.3M |
| Truist Financial Corp. | 0.05% | Add +5.2% | 564,814 | $33.8M |
| Mariner, LLC | 0.04% | Reduce -2.6% | 492,023 | $29.5M |
| Steward Partners Investment Advisory, LLC | 0.16% | Add +15.3% | 454,101 | $27.2M |
| GDS Wealth Management | 1.66% | Add +50.8% | 418,749 | $25.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -3.5% | 415,407 | $24.9M |
| Coppell Advisory Solutions LLC | 2.56% | Add +34.5% | 402,044 | $24.2M |
| Kingsview Wealth Management, LLC | 0.35% | Reduce -2.2% | 386,080 | $23.1M |
| &partners | 0.14% | Add +9.6% | 366,321 | $21.9M |
| IFP Advisors, Inc | 0.56% | Reduce -52.2% | 361,596 | $21.7M |
| TCP Asset Management, LLC | 3.86% | Add +6.8% | 361,442 | $21.7M |
| Kirkwood Financial Services | 7.77% | — | 349,447 | $21.0M |
| Prospera Financial Services Inc | 0.36% | Reduce -1.6% | 347,651 | $20.8M |
| Summit Financial Wealth Advisors, LLC | 3.10% | New | 334,151 | $20.0M |
| Atria Investments, Inc | 0.22% | Add +1.2% | 319,701 | $19.2M |
| Park National Corp. | 0.60% | Add +8.2% | 319,092 | $19.1M |
| Uptick Partners, LLC | 4.73% | Add +4.4% | 300,852 | $18.0M |
| HighTower Advisors, LLC | 0.02% | Add +8.6% | 290,880 | $17.4M |
| Mainsail Financial Group, LLC | 7.48% | Add +7.3% | 290,390 | $17.4M |
| Harbour Investments, Inc. | 0.39% | Reduce -7.9% | 288,245 | $17.3M |
| HBK Sorce Advisory LLC | 0.41% | Reduce -4.3% | 273,200 | $16.4M |
| NewEdge Advisors, LLC | 0.07% | Reduce -19.4% | 263,818 | $15.8M |
| Oppenheimer & Co. Inc. | 0.19% | Add +9.7% | 263,165 | $15.8M |
| Mutual Advisors, LLC | 0.34% | Add +105.3% | 256,434 | $15.4M |
| Citadel Advisors | 0.01% | Add +125.7% | 249,581 | $15.0M |
| Jaffetilchin Investment Partners, LLC | 0.88% | Reduce -0.1% | 245,612 | $14.7M |
| Western Wealth Management, LLC | 0.77% | Add +6.1% | 242,937 | $14.6M |
| Private Advisor Group, LLC | 0.07% | Add +1.1% | 238,752 | $14.3M |
| Capital Investment Advisory Services, LLC | 1.13% | Reduce -5.9% | 238,324 | $14.3M |
| Petix & Botte Co | 3.28% | Add +2.5% | 237,555 | $14.2M |
| Lake Street Private Wealth, LLC | 1.84% | Add +4.8% | 236,724 | $14.2M |
| Triumph Capital Management | 3.57% | Reduce -14.9% | 220,716 | $13.2M |
| Flagship Harbor Advisors, LLC | 0.56% | Reduce -8.4% | 216,618 | $13.0M |
| Shelton Wealth Management, LLC | 6.00% | Add +3.1% | 214,901 | $12.9M |
| Ellsworth Advisors, LLC | 2.75% | Add +10.2% | 214,337 | $12.9M |
| Titleist Asset Management, LLC | 1.12% | New | 212,734 | $12.7M |
| Manchester Financial Inc. | 2.46% | Reduce -7.5% | 205,000 | $12.3M |
| Citigroup Inc. | 0.01% | Add +4.2% | 202,919 | $12.2M |
| FSC Wealth Advisors, LLC | 6.88% | Reduce -0.2% | 199,208 | $11.9M |
| Gladstone Institutional Advisory LLC | 0.45% | Add +3.5% | 195,430 | $11.7M |
| Financial Enhancement Group LLC | 1.53% | Add +239.9% | 190,612 | $11.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.5% | 184,336 | $11.0M |
| Sterling Manor Financial, LLC | 6.90% | Add +2.6% | 182,696 | $10.9M |
| Wesbanco Bank Inc. | 0.30% | Add +9.5% | 181,604 | $10.9M |
| Harvest Investment Services, LLC | 2.18% | Reduce -1.2% | 180,782 | $10.8M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -32.3% | 168,306 | $10.1M |
| Baird Financial Group, Inc. | 0.02% | Reduce -22.6% | 168,029 | $10.1M |
| Cassia Capital Partners, LLC | 5.47% | Add +6.8% | 167,256 | $10.0M |
| Kestra Private Wealth Services, LLC | 0.13% | Add +0.9% | 165,710 | $9.9M |
| Sanctuary Advisors, LLC | 0.06% | Add +4.2% | 162,123 | $9.7M |
| Capasso Planning Partners LLC | 5.83% | Reduce -21.9% | 156,115 | $9.4M |
| Transcendent Capital Group LLC | 4.08% | Reduce -0.6% | 152,328 | $9.1M |
| Synergy Asset Management, LLC | 0.33% | Add +184.2% | 150,827 | $9.0M |
| TD Capital Management LLC | 0.81% | Reduce -6.9% | 150,538 | $9.0M |
| Gateway Wealth Partners, LLC | 1.21% | Add +427.2% | 149,345 | $8.9M |
| Luken Investment Analytics, LLC | 3.45% | Reduce -28.5% | 147,262 | $8.8M |
| D.A. Davidson & Co. | 0.06% | Add +2.3% | 147,101 | $8.8M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +62.0% | 145,111 | $8.7M |
| Simplicity Wealth,LLC | 0.50% | Reduce -50.0% | 144,073 | $8.6M |
| Moloney Securities Asset Management, LLC | 1.03% | Add +12.9% | 143,519 | $8.6M |
| Virtus Wealth Solutions LLC | 1.65% | Reduce -0.1% | 142,967 | $8.6M |
| Stablepoint Partners, LLC | 1.35% | Reduce -3.2% | 141,932 | $8.5M |
| Aptus Capital Advisors, LLC | 0.08% | Add +707.5% | 137,968 | $8.3M |
| McGuire Investment Group, LLC | 0.92% | Add +10.2% | 135,088 | $8.1M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -13.8% | 133,843 | $8.0M |
| Ifrah Financial Services, Inc. | 2.01% | Add +0.7% | 129,552 | $7.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.5% | 128,012 | $7.7M |
| RiverTree Advisors, LLC | 4.72% | Reduce -28.9% | 122,938 | $7.4M |
| Second Line Capital, LLC | 1.50% | New | 120,501 | $7.2M |
| Comerica Bank | 0.03% | Reduce -0.9% | 120,731 | $7.2M |
| Twin Peaks Wealth Advisors, LLC | 2.43% | Add +1.9% | 118,959 | $7.1M |
| Equitable Holdings, Inc. | 0.05% | Reduce -1.9% | 118,583 | $7.1M |
| Ausdal Financial Partners, Inc. | 0.34% | Add +31.9% | 117,388 | $7.0M |
| EdgeRock Capital LLC | 1.95% | Add +6.4% | 116,710 | $7.0M |
| 1776 Wealth LLC | 2.68% | Reduce -23.8% | 116,045 | $7.0M |
| Corient Private Wealth LP | 0.01% | Reduce -1.2% | 114,137 | $6.8M |
| Ashton Thomas Private Wealth, LLC | 0.17% | Add +40.2% | 109,557 | $6.6M |
| MML Investors Services, LLC | 0.02% | Reduce -19.5% | 109,566 | $6.6M |
| Shilanski & Associates, Inc. | 1.74% | Add +3.9% | 109,128 | $6.6M |
| Integrated Advisors Network LLC | 0.27% | Reduce -1.4% | 108,218 | $6.5M |
| Concorde Asset Management, LLC | 2.63% | — | 104,772 | $6.3M |
| WealthPlan Investment Management, LLC | 0.41% | Add +5.3% | 102,371 | $6.1M |
"% 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.