First Trust Enh Short Mat FDFTSMETF
13F holders, Q1 2026 (March 31)429holders +26
48new positions
26sold out
$59.71avg. 13F price*
At the end of Q1 2026, 429 institutions reported holding First Trust Enh Short Mat FD (FTSM) in their 13F filings, up 26 from Q4 2025. 48 opened new positions and 26 sold out. The largest holders were Morgan Stanley ($848.9M), LPL Financial LLC ($531.7M) and Wells Fargo & Company ($473.9M).
- Company
- First Trust Enh Short Mat FD
- CUSIP
- 33739Q408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $168.2M |
| Exits | 26 | $57.3M |
All 13F filers, Q4 2025 → Q1 2026: 11,138,413 shares bought and 5,526,153 shares sold, net +5,612,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 429 holders
| Morgan Stanley | 0.05% | Add +12.0% | 14,200,874 | $848.9M |
| LPL Financial LLC | 0.14% | Reduce -0.1% | 8,894,687 | $531.7M |
| Wells Fargo & Company | 0.09% | Reduce -8.4% | 7,927,278 | $473.9M |
| UBS Group AG | 0.03% | Add +7.8% | 3,074,486 | $183.8M |
| Royal Bank of Canada | 0.03% | Reduce -1.8% | 2,929,539 | $175.1M |
| Concurrent Investment Advisors, LLC | 1.69% | Add +4481.0% | 2,590,899 | $154.9M |
| Raymond James Financial Inc. | 0.05% | Reduce -2.4% | 2,457,119 | $146.9M |
| Bank of America Corp. | 0.01% | Reduce -3.1% | 2,284,229 | $136.6M |
| Csenge Advisory Group | 5.19% | Add +1.3% | 1,895,335 | $113.3M |
| Cetera Investment Advisers | 0.10% | Reduce -11.8% | 1,577,404 | $94.3M |
| Stifel Financial Corp. | 0.07% | Add +0.6% | 1,185,442 | $70.9M |
| Osaic Holdings, Inc. | 0.10% | Add +6.3% | 1,148,972 | $68.7M |
| BDFS Capital LLC | 32.17% | Add +5.5% | 1,114,340 | $66.8M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +4.4% | 1,016,212 | $60.7M |
| Tucker Asset Management LLC | 18.12% | Add +64.6% | 1,013,985 | $60.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -6.2% | 827,236 | $49.5M |
| Hansen & Associates Financial Group, Inc. | 25.56% | New | 794,084 | $47.5M |
| GDS Wealth Management | 2.55% | Reduce -17.4% | 709,784 | $42.4M |
| Gradient Investments LLC | 0.61% | Add +5.5% | 662,925 | $39.6M |
| &partners | 0.20% | Add +12.8% | 662,279 | $39.6M |
| Bramshill Investments, LLC | 3.38% | New | 655,802 | $39.2M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -4.1% | 636,659 | $38.1M |
| TCP Asset Management, LLC | 4.41% | Add +45.9% | 573,317 | $34.3M |
| Truist Financial Corp. | 0.04% | Reduce -2.8% | 556,462 | $33.3M |
| Guided Capital Wealth Management, LLC | 21.76% | Add +5243.6% | 551,623 | $33.0M |
| Steward Partners Investment Advisory, LLC | 0.16% | Add +6.3% | 513,699 | $30.7M |
| Mariner, LLC | 0.03% | Reduce -0.8% | 486,564 | $29.1M |
| IFP Advisors, Inc | 0.54% | Add +37.5% | 435,534 | $26.0M |
| Kingsview Wealth Management, LLC | 0.35% | Reduce -4.2% | 422,999 | $25.3M |
| Kaydan Wealth Management, Inc. | 8.39% | Add +1.0% | 419,546 | $25.1M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -35.3% | 398,654 | $23.8M |
| Kirkwood Financial Services | 8.38% | Add +1.9% | 393,447 | $23.6M |
| Uptick Partners, LLC | 4.60% | Add +23.4% | 386,047 | $23.1M |
| Gateway Wealth Partners, LLC | 0.84% | Add +134.7% | 360,020 | $21.5M |
| Atria Investments, Inc | 0.24% | Add +7.5% | 358,523 | $21.4M |
| Park National Corp. | 0.62% | Reduce -1.1% | 339,233 | $20.3M |
| Prospera Financial Services Inc | 0.32% | Add +8.9% | 332,972 | $19.9M |
| NewEdge Advisors, LLC | 0.07% | Reduce -4.1% | 332,805 | $19.9M |
| HBK Sorce Advisory LLC | 0.40% | Reduce -2.3% | 330,959 | $19.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -20.9% | 323,915 | $19.4M |
| Independent Advisor Alliance | 0.20% | New | 315,220 | $18.8M |
| Mainsail Financial Group, LLC | 7.80% | Add +4.0% | 313,208 | $18.7M |
| Balboa Wealth Partners | 3.06% | Add +564.2% | 304,852 | $18.2M |
| HighTower Advisors, LLC | 0.02% | Add +0.7% | 293,697 | $17.6M |
| Lake Street Private Wealth, LLC | 2.24% | Add +13.1% | 293,569 | $17.5M |
| Western Wealth Management, LLC | 0.66% | Add +5.6% | 291,411 | $17.4M |
| Harbour Investments, Inc. | 0.26% | Add +24.4% | 282,849 | $16.9M |
| Hilton Head Capital Partners, LLC | 9.08% | Add +3.4% | 269,246 | $16.1M |
| Financial Enhancement Group LLC | 1.96% | Reduce -11.8% | 263,339 | $15.8M |
| Private Advisor Group, LLC | 0.07% | Reduce -0.5% | 262,007 | $15.7M |
| Wesbanco Bank Inc. | 0.42% | Add +24.1% | 255,550 | $15.3M |
| Flagship Harbor Advisors, LLC | 0.66% | Add +2.9% | 250,090 | $15.0M |
| Jaffetilchin Investment Partners, LLC | 0.86% | Reduce -7.7% | 240,449 | $14.4M |
| Farther Finance Advisors, LLC | 0.14% | Add +313.6% | 239,321 | $14.3M |
| Avestar Capital, LLC | 0.94% | Add +135.9% | 229,086 | $13.7M |
| Ellsworth Advisors, LLC | 2.53% | Add +3.0% | 224,884 | $13.4M |
| Titleist Asset Management, LLC | 1.01% | Reduce -2.0% | 224,826 | $13.4M |
| Stablepoint Partners, LLC | 1.95% | Add +0.6% | 219,580 | $13.1M |
| Shelton Wealth Management, LLC | 5.70% | Add +0.9% | 216,383 | $12.9M |
| Capital Investment Advisory Services, LLC | 0.93% | Reduce -7.5% | 214,238 | $12.8M |
| Kestra Advisory Services, LLC | 0.05% | Add +24.8% | 213,422 | $12.8M |
| Triad Wealth Partners, LLC | 1.00% | Reduce -27.7% | 211,031 | $12.6M |
| Accurate Wealth Management, LLC | 1.47% | Add +610.7% | 204,583 | $12.2M |
| Crusonia Wealth Advisors LLC | 2.50% | Reduce -2.0% | 202,435 | $12.1M |
| Citigroup Inc. | 0.01% | Add +3.6% | 196,717 | $11.8M |
| Manchester Financial Inc. | 2.20% | Reduce -4.8% | 191,925 | $11.5M |
| Sterling Manor Financial, LLC | 7.14% | Add +3.5% | 190,997 | $11.4M |
| IronBridge Private Wealth, LLC | 3.63% | New | 188,413 | $11.3M |
| Altium Investment Strategies LLC | 32.66% | — | 185,542 | $11.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.5% | 180,217 | $10.8M |
| Cwm, LLC | 0.03% | Add +4.2% | 175,622 | $10.5M |
| Equitable Holdings, Inc. | 0.06% | Add +29.3% | 167,704 | $10.0M |
| Kovack Advisors, Inc. | 0.53% | Add +140.8% | 164,228 | $9.8M |
| Transcendent Capital Group LLC | 4.39% | Reduce -9.5% | 161,164 | $9.6M |
| Clear Creek Financial Management, LLC | 0.73% | Add +59.2% | 160,114 | $9.6M |
| Cassia Capital Partners, LLC | 4.81% | Reduce -1.1% | 156,304 | $9.3M |
| Susquehanna International Group, LLP | 0.01% | New | 154,767 | $9.3M |
| Oppenheimer & Co. Inc. | 0.11% | Reduce -0.4% | 154,245 | $9.2M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -1.6% | 153,541 | $9.2M |
| Triumph Capital Management | 1.88% | Reduce -31.0% | 152,324 | $9.1M |
| Mutual Advisors, LLC | 0.19% | Reduce -26.3% | 150,419 | $9.0M |
| D.A. Davidson & Co. | 0.05% | Add +0.5% | 150,181 | $9.0M |
| Integrated Advisors Network LLC | 0.47% | Add +17.4% | 149,544 | $8.9M |
| Ausdal Financial Partners, Inc. | 0.39% | Add +6.8% | 147,295 | $8.8M |
| Fifth Third Bancorp | 0.02% | New | 146,994 | $8.8M |
| McGuire Investment Group, LLC | 0.99% | Reduce -2.2% | 146,525 | $8.8M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -28.3% | 146,265 | $8.7M |
| Virtus Wealth Solutions LLC | 1.60% | Reduce -2.1% | 140,924 | $8.4M |
| Ameritas Advisory Services, LLC | 0.33% | Add +3.7% | 140,408 | $8.4M |
| Capasso Planning Partners LLC | 4.49% | Add +9.2% | 139,190 | $8.3M |
| Kestra Private Wealth Services, LLC | 0.10% | Reduce -20.8% | 137,612 | $8.2M |
| Twin Peaks Wealth Advisors, LLC | 2.05% | Add +7.4% | 135,888 | $8.1M |
| RiverTree Advisors, LLC | 5.09% | Reduce -6.7% | 134,529 | $8.0M |
| Proactive Wealth Strategies LLC | 1.50% | Add +99.4% | 133,525 | $8.0M |
| Kinloch Capital, LLC | 3.23% | Add +35.3% | 132,320 | $7.9M |
| Harvest Investment Services, LLC | 1.44% | Reduce -14.9% | 131,305 | $7.8M |
| Synergy Asset Management, LLC | 0.83% | Add +131.8% | 130,514 | $7.8M |
| Ifrah Financial Services, Inc. | 2.06% | Reduce -1.8% | 130,373 | $7.8M |
| TD Capital Management LLC | 0.69% | Reduce -3.6% | 128,667 | $7.7M |
| HighPoint Advisor Group LLC | 0.32% | Add +34.2% | 126,592 | $7.6M |
"% 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.