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FTSM · First Trust Enhanced Short Maturity ETF ETF

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$59.72 +0.02 (+0.03%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 7
Total Value: $94,360,197
Total Shares: 1,579,779

Institutional Ownership Trend

16 quarters

Holder Concentration

Across 7 13F filers · Δ vs Mar 31, 2026
Top Holder
37.4%
Mar 2021 → Jun 2026 · range 16.6% – 100.0%
−62.6 pts
Top 5
98.5%
Mar 2021 → Jun 2026 · range 45.3% – 100.0%
−1.5 pts
Top 10
100.0%
Mar 2021 → Jun 2026 · range 59.2% – 100.0%
0.0 pts
HHI
2,723
Mar 2021 → Jun 2026 · range 581 – 10,000
Highly concentrated−7,277

Quarterly Activity

vs Mar 31, 2026
New
6
Increased
0
Decreased
1
Sold Out
0
Unchanged
0
Holder count: +6
Institutional value: +55.7%
Shares held: +55.8%

Top Buyers

vs Mar 31, 2026
No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
TUCKER ASSET MANAGEMENT LLC −422,978 591,007

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Kirkwood Financial Services 436,651 $26,081,164
Second Line Capital, LLC 351,126 $20,972,755
Corient Private Wealth LLC 95,388 $5,697,525
CITADEL ADVISORS LLC 81,187 $4,849,299
Brown Financial Advisors 23,620 $1,410,822

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 6 Increased 0 Reduced 1 Sold out 0 Unchanged 0
Showing 7 of 7
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
TUCKER ASSET MANAGEMENT LLC FTSM $35,300,848 37.41% 591,007
Kirkwood Financial Services FTSM $26,081,164 27.64% 436,651
Second Line Capital, LLC FTSM $20,972,755 22.23% 351,126
Corient Private Wealth LLC FTSM $5,697,525 6.04% 95,388
CITADEL ADVISORS LLC FTSM $4,849,299 5.14% 81,187
Brown Financial Advisors FTSM $1,410,822 1.50% 23,620
Parkside Financial Bank & Trust FTSM $47,784 0.05% 800