FTSM Institutional Ownership & Shareholders
FIRST TRUST ENH SHORT MAT FD (FTSM) is currently held by 426 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.88B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of FTSM tracked by InsiderSet, reporting ownership valued at approximately $816.38M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $814.74M, representing an estimated loss of -0.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed FTSM value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FIRST TRUST ENH SHORT MAT FD (FTSM).
This page ranks the largest institutional FTSM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
426
Total Reported Value
$4.88B
Largest Holder
Morgan Stanley
Largest Position
$816.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
23
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.04% | 13,667,911 | $816,384,403 | $814,744,175 | -$1,640,228 | -0.20% | |
| Lpl Financial Llc | 0.12% | 8,891,506 | $531,089,621 | $530,022,673 | -$1,066,948 | -0.20% | |
| Wells Fargo & Company/Mn | 0.08% | 7,553,673 | $451,180,847 | $450,274,448 | -$906,399 | -0.20% | |
| Royal Bank Of Canada | 0.03% | 3,142,222 | $187,684,000 | $187,307,853 | -$376,147 | -0.20% | |
| Ubs Group Ag | 0.03% | 2,793,368 | $166,847,871 | $166,512,666 | -$335,205 | -0.20% | |
| Raymond James Financial Inc | 0.04% | 2,731,058 | $163,126,136 | $162,798,367 | -$327,769 | -0.20% | |
| Bank Of America Corp | 0.01% | 2,470,705 | $147,575,211 | $147,278,725 | -$296,486 | -0.20% | |
| Csenge Advisory Group | 4.66% | 1,977,249 | $117,666,103 | $117,863,813 | +$197,710 | +0.17% | |
| Cetera Investment Advisers | 0.09% | 1,696,631 | $101,339,801 | $101,136,174 | -$203,627 | -0.20% | |
| Commonwealth Equity Services, Llc | 0.10% | 1,269,925 | $75,573,220 | $75,700,229 | +$127,009 | +0.17% | |
| Osaic Holdings, Inc. | 0.09% | 1,212,790 | $72,452,966 | $72,294,412 | -$158,554 | -0.22% | |
| Stifel Financial Corp | 0.06% | 1,196,740 | $71,481,182 | $71,337,671 | -$143,511 | -0.20% | |
| Bdfs Capital Llc | 32.68% | 1,110,376 | $66,306,097 | $66,189,513 | -$116,584 | -0.18% | |
| Envestnet Asset Management Inc | 0.01% | 865,066 | $51,670,386 | $51,566,584 | -$103,802 | -0.20% | |
| Gradient Investments Llc | 0.61% | 713,305 | $42,448,810 | $42,520,111 | +$71,301 | +0.17% | |
| &Partners | 0.17% | 714,646 | $41,923,809 | $42,600,048 | +$676,239 | +1.61% | |
| Bramshill Investments, Llc | 3.01% | 659,483 | $39,390,920 | $39,311,782 | -$79,138 | -0.20% | |
| Tcp Asset Management, Llc | 4.37% | 649,525 | $38,672,694 | $38,718,185 | +$45,491 | +0.12% | |
| Hansen & Associates Financial Group, Inc. | 21.93% | 639,953 | $38,269,166 | $38,147,598 | -$121,568 | -0.32% | |
| Guided Capital Wealth Management, Llc | 22.17% | 642,454 | $38,232,438 | $38,296,683 | +$64,245 | +0.17% | |
| Truist Financial Corp | 0.04% | 602,217 | $35,837,924 | $35,898,155 | +$60,231 | +0.17% | |
| Accurate Wealth Management, Llc | 2.35% | 457,105 | $27,259,476 | $27,248,029 | -$11,447 | -0.04% | |
| Hbk Sorce Advisory Llc | 0.50% | 431,875 | $25,808,872 | $25,744,069 | -$64,803 | -0.25% | |
| Kingsview Wealth Management, Llc | 0.31% | 427,797 | $25,552,329 | $25,500,979 | -$51,350 | -0.20% | |
| Janney Montgomery Scott Llc | 0.05% | 426,368 | $25,467,000 | $25,415,796 | -$51,204 | -0.20% | |
| Gds Wealth Management | 1.13% | 423,840 | $25,222,738 | $25,265,102 | +$42,364 | +0.17% | |
| Summit Financial Wealth Advisors, Llc | 3.12% | 422,527 | $25,144,594 | $25,186,834 | +$42,240 | +0.17% | |
| Private Advisor Group, Llc | 0.11% | 417,488 | $24,936,561 | $24,886,460 | -$50,101 | -0.20% | |
| Western Wealth Management, Llc | 0.80% | 409,290 | $24,446,900 | $24,397,777 | -$49,123 | -0.20% | |
| Balboa Wealth Partners | 3.19% | 400,559 | $23,837,250 | $23,877,322 | +$40,072 | +0.17% | |
| Uptick Partners, Llc | 3.26% | 392,783 | $23,374,506 | $23,413,795 | +$39,289 | +0.17% | |
| Mariner, Llc | 0.02% | 390,516 | $23,325,485 | $23,278,659 | -$46,826 | -0.20% | |
| Mainsail Financial Group, Llc | 7.83% | 390,974 | $23,266,887 | $23,305,960 | +$39,073 | +0.17% | |
| Aptus Capital Advisors, Llc | 0.16% | 358,609 | $21,419,716 | $21,376,682 | -$43,034 | -0.20% | |
| Newedge Advisors, Llc | 0.06% | 355,145 | $21,212,799 | $21,170,193 | -$42,606 | -0.20% | |
| Atria Investments, Inc | 0.21% | 354,441 | $21,092,799 | $21,128,228 | +$35,429 | +0.17% | |
| Second Line Capital, Llc | 3.92% | 351,126 | $21,044,035 | $20,930,621 | -$113,414 | -0.54% | |
| Ifp Advisors, Inc | 0.34% | 334,919 | $19,931,030 | $19,964,522 | +$33,492 | +0.17% | |
| Lake Street Private Wealth, Llc | 2.12% | 323,821 | $19,271,138 | $19,302,970 | +$31,832 | +0.17% | |
| Park National Corp | 0.52% | 322,082 | $19,167,100 | $19,199,308 | +$32,208 | +0.17% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 290,878 | $17,339,255 | $17,339,238 | -$17 | -0.00% | |
| Harbour Investments, Inc. | 0.23% | 281,951 | $16,840,930 | $16,807,099 | -$33,831 | -0.20% | |
| Kaydan Wealth Management, Inc. | 5.73% | 280,383 | $16,685,592 | $16,713,631 | +$28,039 | +0.17% | |
| Wesbanco Bank Inc | 0.54% | 275,285 | $16,382,226 | $16,409,739 | +$27,513 | +0.17% | |
| Prospera Financial Services Inc | 0.21% | 273,856 | $16,317,589 | $16,324,556 | +$6,967 | +0.04% | |
| Steward Partners Investment Advisory, Llc | 0.08% | 269,758 | $16,112,656 | $16,080,274 | -$32,382 | -0.20% | |
| Financial Enhancement Group Llc | 1.77% | 258,930 | $15,427,033 | $15,434,817 | +$7,784 | +0.05% | |
| Ameritas Advisory Services, Llc | 0.31% | 256,025 | $15,292,401 | $15,261,650 | -$30,751 | -0.20% | |
| Flagship Harbor Advisors, Llc | 0.56% | 255,019 | $15,176,192 | $15,201,683 | +$25,491 | +0.17% | |
| Oppenheimer & Co Inc | 0.16% | 250,505 | $14,907,553 | $14,932,603 | +$25,050 | +0.17% |
Frequently asked questions about FTSM
Who are the largest institutional holders of FTSM?
The largest institutional holders of FTSM reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, Royal Bank Of Canada, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported FTSM position.
What is FTSM institutional ownership?
This page tracks FTSM positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST ENH SHORT MAT FD (FTSM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FTSM?
InsiderSet currently tracks 426 institutional managers reporting FTSM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FTSM shareholders.
How much FTSM stock do institutions own?
Institutional investment managers disclosed approximately $4.88B in FTSM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FTSM institutional ownership last updated?
The latest FTSM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FTSM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FTSM position after the reporting date.
Are institutions buying or selling FTSM?
Institutional buying and selling can be analyzed by comparing FTSM positions across consecutive 13F reporting periods. InsiderSet's FTSM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FTSM ownership changes.
How has FTSM institutional ownership changed over time?
InsiderSet tracks FTSM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.