FIRST TRUST ENH SHORT MAT FD (FTSM) Institutional Shareholders
FIRST TRUST ENH SHORT MAT FD (FTSM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.87B in FTSM holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FTSM tracked by InsiderSet, reporting ownership valued at approximately $848.93M in its March 31, 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 $848.64M, representing an estimated loss of -0.03% 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
416
Total Reported Value
$4.87B
Largest Holder
Morgan Stanley
Largest Position
$848.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.05% | 14,200,874 | $848,928,300 | $848,644,230 | -$284,070 | -0.03% | |
| Lpl Financial Llc | 0.14% | 8,894,687 | $531,724,347 | $531,546,495 | -$177,852 | -0.03% | |
| Wells Fargo & Company/Mn | 0.09% | 7,927,278 | $473,892,651 | $473,734,133 | -$158,518 | -0.03% | |
| Ubs Group Ag | 0.03% | 3,074,486 | $183,792,773 | $183,731,283 | -$61,490 | -0.03% | |
| Royal Bank Of Canada | 0.03% | 2,929,539 | $175,128,000 | $175,069,251 | -$58,749 | -0.03% | |
| Raymond James Financial Inc | 0.05% | 2,457,119 | $146,886,548 | $146,837,431 | -$49,117 | -0.03% | |
| Bank Of America Corp | 0.01% | 2,284,229 | $136,551,227 | $136,505,525 | -$45,702 | -0.03% | |
| Csenge Advisory Group | 5.19% | 1,895,335 | $113,303,102 | $113,265,220 | -$37,882 | -0.03% | |
| Cetera Investment Advisers | 0.10% | 1,577,404 | $94,297,186 | $94,265,663 | -$31,523 | -0.03% | |
| Commonwealth Equity Services, Llc | 0.09% | 1,247,022 | $74,484,637 | $74,522,035 | +$37,398 | +0.05% | |
| Stifel Financial Corp | 0.07% | 1,185,442 | $70,866,088 | $70,842,014 | -$24,074 | -0.03% | |
| Bdfs Capital Llc | 29.92% | 1,148,473 | $68,831,444 | $68,632,746 | -$198,698 | -0.29% | |
| Osaic Holdings, Inc. | 0.10% | 1,148,972 | $68,689,283 | $68,662,567 | -$26,716 | -0.04% | |
| Envestnet Asset Management Inc | 0.01% | 865,066 | $51,670,386 | $51,696,344 | +$25,958 | +0.05% | |
| Gradient Investments Llc | 0.60% | 733,976 | $43,840,359 | $43,862,406 | +$22,047 | +0.05% | |
| Gds Wealth Management | 2.55% | 709,784 | $42,430,888 | $42,416,692 | -$14,196 | -0.03% | |
| &Partners | 0.20% | 662,279 | $39,585,284 | $39,577,793 | -$7,491 | -0.02% | |
| Bramshill Investments, Llc | 3.38% | 655,802 | $39,203,844 | $39,190,728 | -$13,116 | -0.03% | |
| Hansen & Associates Financial Group, Inc. | 21.93% | 639,953 | $38,269,166 | $38,243,591 | -$25,575 | -0.07% | |
| Tcp Asset Management, Llc | 4.26% | 629,760 | $37,615,565 | $37,634,458 | +$18,893 | +0.05% | |
| Guided Capital Wealth Management, Llc | 21.96% | 628,737 | $37,554,461 | $37,573,323 | +$18,862 | +0.05% | |
| Truist Financial Corp | 0.04% | 590,592 | $35,276,047 | $35,293,778 | +$17,731 | +0.05% | |
| Accurate Wealth Management, Llc | 3.28% | 575,587 | $34,425,854 | $34,397,079 | -$28,775 | -0.08% | |
| Steward Partners Investment Advisory, Llc | 0.16% | 513,699 | $30,708,927 | $30,698,652 | -$10,275 | -0.03% | |
| Mariner, Llc | 0.03% | 486,564 | $29,086,845 | $29,077,065 | -$9,780 | -0.03% | |
| Kingsview Wealth Management, Llc | 0.35% | 422,999 | $25,286,894 | $25,278,420 | -$8,474 | -0.03% | |
| Private Advisor Group, Llc | 0.11% | 417,488 | $24,936,561 | $24,949,083 | +$12,522 | +0.05% | |
| Ifp Advisors, Inc | 0.45% | 412,661 | $24,648,242 | $24,660,621 | +$12,379 | +0.05% | |
| Kaydan Wealth Management, Inc. | 7.51% | 412,387 | $24,631,876 | $24,644,247 | +$12,371 | +0.05% | |
| Uptick Partners, Llc | 4.60% | 386,047 | $23,077,912 | $23,070,169 | -$7,743 | -0.03% | |
| Atria Investments, Inc | 0.23% | 383,115 | $22,883,471 | $22,894,952 | +$11,481 | +0.05% | |
| Mainsail Financial Group, Llc | 7.72% | 380,580 | $22,732,042 | $22,743,461 | +$11,419 | +0.05% | |
| Hbk Sorce Advisory Llc | 0.40% | 330,959 | $19,807,886 | $19,778,110 | -$29,776 | -0.15% | |
| Park National Corp | 0.55% | 327,244 | $19,546,284 | $19,556,101 | +$9,817 | +0.05% | |
| Independent Advisor Alliance | 0.20% | 315,220 | $18,843,850 | $18,837,547 | -$6,303 | -0.03% | |
| Financial Enhancement Group Llc | 2.21% | 310,065 | $18,520,161 | $18,529,484 | +$9,323 | +0.05% | |
| Prospera Financial Services Inc | 0.27% | 309,875 | $18,511,247 | $18,518,130 | +$6,883 | +0.04% | |
| Balboa Wealth Partners | 3.06% | 304,852 | $18,224,053 | $18,217,956 | -$6,097 | -0.03% | |
| Lake Street Private Wealth, Llc | 2.23% | 293,569 | $17,549,919 | $17,543,683 | -$6,236 | -0.04% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 292,458 | $17,491,914 | $17,477,290 | -$14,624 | -0.08% | |
| Western Wealth Management, Llc | 0.64% | 291,411 | $17,420,569 | $17,414,721 | -$5,848 | -0.03% | |
| Summit Financial Wealth Advisors, Llc | 2.23% | 291,444 | $17,407,949 | $17,416,693 | +$8,744 | +0.05% | |
| Hightower Advisors, Llc | 0.02% | 284,367 | $16,985,250 | $16,993,772 | +$8,522 | +0.05% | |
| Harbour Investments, Inc. | 0.26% | 282,849 | $16,908,728 | $16,903,056 | -$5,672 | -0.03% | |
| Wesbanco Bank Inc | 0.40% | 270,711 | $16,169,584 | $16,177,689 | +$8,105 | +0.05% | |
| Kestra Advisory Services, Llc | 0.05% | 270,408 | $16,151,457 | $16,159,582 | +$8,125 | +0.05% | |
| Altium Investment Strategies Llc | 23.24% | 269,789 | $16,136,074 | $16,122,591 | -$13,483 | -0.08% | |
| Oppenheimer & Co Inc | 0.17% | 268,324 | $16,026,993 | $16,035,042 | +$8,049 | +0.05% | |
| Flagship Harbor Advisors, Llc | 0.59% | 259,078 | $15,474,713 | $15,482,501 | +$7,788 | +0.05% | |
| Avestar Capital, Llc | 0.88% | 249,197 | $14,904,947 | $14,892,013 | -$12,934 | -0.09% |
Frequently asked questions about FTSM
Who owns the most FTSM stock?
The largest holders of FTSM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST ENH SHORT MAT FD (FTSM).
Is FTSM widely held by superinvestors?
Many widely followed stocks like FTSM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FTSM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.