FTSM

First Trust Enh Short Mat FDETF$59.84 0.04%
UnclassifiedUSCUSIP 33739Q408· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
235
+17 QoQ
13F Value (tracked)
$4.4B
13F Moves · latest Q
36 added
10 trimmed
Recent Filings
0

Price & smart-money activity

$59.84 0.04%5Y -0.2%
$59.24$59.49$59.73$59.97$60.2120212022202320242025202625192320183037184521442337353239304125432841284436385349526058554871685365611521
Hover for who · click for detailEnd-of-day closing prices52w $59.73 – $60.13
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Ask your agent what changed in FTSM

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FTSM/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FTSM.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

235 tracked 13F filers
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$848.9M
14.2M
+12%
Added · +1.5M sh
Q1 2026
2LPL Financial LLC
$531.7M
8.9M
−0.1%
Reduced · −5K sh
Q1 2026
3WELLS FARGO & COMPANY/MN
$473.9M
7.9M
−8.4%
Reduced · −727K sh
Q1 2026
4UBS Group AG
$183.8M
3.1M
+7.8%
Added · +222K sh
Q1 2026
5ROYAL BANK OF CANADA
$175.1M
2.9M
−1.8%
Reduced · −52K sh
Q1 2026
6Concurrent Investment Advisors, LLC
$154.9M
2.6M
46×
Added · +2.5M sh
Q1 2026
7RAYMOND JAMES FINANCIAL INC
$146.9M
2.5M
−2.4%
Reduced · −61K sh
Q1 2026
8BANK OF AMERICA CORP /DE/
$136.6M
2.3M
−3.1%
Reduced · −73K sh
Q1 2026
9Csenge Advisory Group
$113.3M
1.9M
+1.2%
Added · +23K sh
Q1 2026
10Cetera Investment Advisers
$94.3M
1.6M
−12%
Reduced · −211K sh
Q1 2026
11STIFEL FINANCIAL CORP
$70.9M
1.2M
+0.6%
Added · +7K sh
Q1 2026
12OSAIC HOLDINGS, INC.
$68.7M
1.1M
+6.3%
Added · +68K sh
Q1 2026
13BDFS Capital LLC
$68.8M
1.1M
+3.1%
Added · +34K sh
Q2 2026
14ENVESTNET ASSET MANAGEMENT INC
$49.5M
827K
−6.2%
Reduced · −55K sh
Q1 2026
15Gradient Investments LLC
$43.8M
734K
+11%
Added · +71K sh
Q2 2026
16GDS Wealth Management
$42.4M
710K
−17%
Reduced · −149K sh
Q1 2026
17&PARTNERS
$39.6M
662K
+13%
Added · +75K sh
Q1 2026
18Bramshill Investments, LLC
$39.2M
656K
New
+656K sh
Q1 2026
19COMMONWEALTH EQUITY SERVICES, LLC
$38.1M
637K
−4.1%
Reduced · −27K sh
Q1 2026
20TCP Asset Management, LLC
$37.6M
630K
+9.8%
Added · +56K sh
Q2 2026
21Accurate Wealth Management, LLC
$34.4M
576K
+181%
Added · +371K sh
Q2 2026
22TRUIST FINANCIAL CORP
$33.3M
556K
−2.8%
Reduced · −16K sh
Q1 2026
23Steward Partners Investment Advisory, LLC
$30.7M
514K
+6.3%
Added · +30K sh
Q1 2026
24Mariner, LLC
$29.1M
487K
−0.8%
Reduced · −4K sh
Q1 2026
25IFP Advisors, Inc
$26.0M
436K
+37%
Added · +119K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
2
funds
Added
34
funds
Reduced
10
funds
Exited
0
funds

Institutional ownership over time

238 funds+45 since Q3 2024
0119238Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $4.3B · 1 values withheld

Funds that own FTSM also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT114 funds$18.1B
JPMORGAN CHASE & COJPM114 funds$8.4B
ALPHABET INC-CL CGOOG114 funds$7.9B
VANGUARD FTSE DEVELOPED ETFVEA114 funds$7.0B
ELI LILLY & COLLY114 funds$5.1B
EXXON MOBIL CORPXOM114 funds$5.0B
VISA INC-CLASS A SHARESV114 funds$4.8B
COSTCO WHOLESALE CORPCOST114 funds$4.5B
TESLA INCTSLA114 funds$4.0B
CHEVRON CORPCVX114 funds$3.7B
SS TECHNOLOGY SELECT SECTORXLK114 funds$3.1B
PROCTER & GAMBLE CO/THEPG114 funds$3.0B

Ranked by how many of FTSM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FTSM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.