FTSM

First Trust Enh Short Mat FDETF
UnclassifiedUSCUSIP 33739Q408◍ Confluence graph
Tracked 13F Holders
395
-77 QoQ
13F Value (tracked)
$4.8B
13F Moves · latest Q
33 added
18 trimmed
Recent Filings
0

Who owns FTSM?

395 tracked 13F filers

395 tracked 13F filers disclose a position in FTSM as of the latest SEC 13F filings, a combined $4.8B in reported value. 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.

3 source-reported value rows are 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
6RAYMOND JAMES FINANCIAL INC
$146.9M
2.5M
−2.4%
Reduced · −61K sh
Q1 2026
7BANK OF AMERICA CORP /DE/
$136.6M
2.3M
−3.1%
Reduced · −73K sh
Q1 2026
8Csenge Advisory Group
$113.6M
1.9M
+0.3%
Added · +6K sh
Q2 2026
9Cetera Investment Advisers
$94.3M
1.6M
−12%
Reduced · −211K sh
Q1 2026
10STIFEL FINANCIAL CORP
$70.9M
1.2M
+0.6%
Added · +7K sh
Q1 2026
11OSAIC HOLDINGS, INC.
$68.7M
1.1M
+6.3%
Added · +68K sh
Q1 2026
12BDFS Capital LLC
$68.8M
1.1M
+3.1%
Added · +34K sh
Q2 2026
13ENVESTNET ASSET MANAGEMENT INC
$49.5M
827K
−6.2%
Reduced · −55K sh
Q1 2026
14Gradient Investments LLC
$43.8M
734K
+11%
Added · +71K sh
Q2 2026
15&PARTNERS
$41.9M
715K
+7.9%
Added · +52K sh
Q2 2026
16Bramshill Investments, LLC
$39.4M
659K
+0.6%
Added · +4K sh
Q2 2026
17Hansen & Associates Financial Group, Inc.
$38.3M
640K
−19%
Reduced · −154K sh
Q2 2026
18COMMONWEALTH EQUITY SERVICES, LLC
$38.1M
637K
−4.1%
Reduced · −27K sh
Q1 2026
19TCP Asset Management, LLC
$37.6M
630K
+9.8%
Added · +56K sh
Q2 2026
20Guided Capital Wealth Management, LLC
$37.6M
629K
+14%
Added · +77K sh
Q2 2026
21TUCKER ASSET MANAGEMENT LLC
$35.3M
591K
−42%
Reduced · −423K sh
Q2 2026
22Accurate Wealth Management, LLC
$34.4M
576K
+181%
Added · +371K sh
Q2 2026
23TRUIST FINANCIAL CORP
$33.3M
556K
−2.8%
Reduced · −16K sh
Q1 2026
24Mariner, LLC
$29.1M
487K
−0.8%
Reduced · −4K sh
Q1 2026
25HBK Sorce Advisory LLC
$25.8M
432K
+30%
Added · +101K sh
Q2 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.

Is FTSM being bought or sold by institutions?

Last quarter, 0 funds opened a new position in FTSM and 33 added to an existing one, while 18 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
0
funds
Added
33
funds
Reduced
18
funds
Exited
0
funds

Funds that own FTSM also own

CompanyCo-held byCombined value
APPLE INCAAPL230 funds$45.9B
MICROSOFT CORPMSFT230 funds$34.3B
NVIDIA CORPNVDA229 funds$50.5B
AMAZON.COM INCAMZN226 funds$24.4B
ALPHABET INC-CL AGOOGL221 funds$20.7B
ALPHABET INC-CL CGOOG219 funds$15.4B
JPMORGAN CHASE & COJPM217 funds$10.8B
BERKSHIRE HATHAWAY INC-CL BBRK/B217 funds$8.1B
SS SPDR S&P 500 ETF TRUST-USSPY217 funds$7.3B
INVESCO QQQ TRUST SERIES 1QQQ217 funds$6.6B
META PLATFORMS INC-CLASS AMETA215 funds$11.4B
WALMART INCWMT214 funds$6.4B

Ranked by how many of FTSM's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

298 funds+24 since Q3 2024
0188375Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.7B · 2 values withheld

Share classes

Class13F holdersValue held
LMBSmc425 funds$4.7B
FTSMthis pagemc395 funds$4.8B
KNGmc289 funds$1.8B
FCVTSSI STRG ETF59 funds$76.1M
EIPXmc53 funds$468.9M
HISFHIGH INCM STRGC34 funds$73.5M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

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

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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.

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.