ETF Holders

Who owns FTSM?

Bond

First Trust Enhanced Short Maturity ETF · First Trust

425 institutions reported holding FTSM, worth $5.1B, in Form 13F filings for June 30, 2026.

13F holders
425
Institutional value
$5.1B
Change from prior quarter
+2.0%
+$98.2M, with price moves
New and sold-out firms
50 / 36
177 added, 154 trimmed

Top 10 institutional holders of FTSM

FirmLocationValueSharesChange
Morgan StanleyNew York, NY$816.4M13,667,911−532,963 shares
LPL Financial LLCFort Mill, SC$531.1M8,891,506−3,181 shares
Wells Fargo & CompanySan Francisco, CA$451.2M7,553,673−373,605 shares
Royal Bank of CanadaToronto, Ontario, Canada$187.7M3,142,222+212,683 shares
UBS Group AGZurich, Switzerland$166.8M2,793,368−281,118 shares
Raymond James Financial Inc.St. Petersburg, FL$163.1M2,731,058+273,939 shares
Bank of America Corp.Charlotte, NC$147.6M2,470,705+186,476 shares
Csenge Advisory GroupClearwater, FL$113.6M1,901,343+6,008 shares
Cambridge Investment Research Advisors, Inc.Fairfield, IA$106.4M1,781,810+765,598 shares
Cetera Investment AdvisersSchaumburg, IL$101.3M1,696,631+119,227 shares
415 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns FTSM?

425 institutional managers reported holding FTSM in Form 13F filings for June 30, 2026, worth $5.1B in total. The largest reported position was held by Morgan Stanley, at $816.4M.

Did institutions buy or sell FTSM last quarter?

Reported 13F value rose 2.0% from March 31, 2026, which includes price moves as well as buying and selling. 50 firms reported a new position and 36 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is FTSM ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.