FTSM

First Trust Enh Short Mat Fd

+$248.8M

Net Activity

Institutions Holding

420

Popularity Rank

#1369

Avg Weight

0.83%

Total Value

$5.0B

Ownership Trend

420 institutions currently hold FTSM, with 191 net buyers and 210 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

210

Net Buying Institutions

191

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$848.9M
LF
LPL Financial LLC
$531.7M
WF
Wells Fargo & Company/mn
$473.9M
UG
UBS Group AG
$183.8M
RB
Royal Bank Of Canada
$175.1M

Top 5 by Conviction

BC
BDFS Capital LLC
32.17%
H&
Hansen & Associates Financial Group, Inc.
26.82%
GC
Guided Capital Wealth Management, LLC
21.76%
HH
Hilton Head Capital Partners, LLC
9.08%
KW
Kaydan Wealth Management, Inc.
8.39%
View all 420 holding institutions

Quarterly Activity

Recent Activity

+$2.6B

Total Buy Value

$3.2B

Total Sell Value

New buy48
Trim184
Add143
Sold out26

191

Net Buyers

210

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FIRST TRUST ENH SHORT MAT FD (FTSM)?
Major stakeholders currently include Morgan Stanley ($848.9M), LPL Financial LLC ($531.7M), Wells Fargo & Company/mn ($473.9M). Based on the latest 13F filings, there are a total of 420 tracked investment funds and institutions maintaining positions in FTSM.
What is the overall institutional sentiment toward FTSM recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $248.8M, driven by 191 managers accumulating shares while 210 reduced their exposure.
Which institutions have been selling or reducing their FTSM positions?
In the latest period, 184 funds trimmed their holdings, and 26 managers completely exited their positions. The aggregate reported sell value was $3.2B.
Are there any notable investors adding FTSM to their portfolios?
Yes, buying activity remains notable. 48 institutions opened new positions in {ticker}, and 143 existing holders added to their shares. The total reported buy value for the quarter amounted to $2.6B.

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