Who Owns First Trust Enhanced Short Maturity ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in First Trust Enhanced Short Maturity ETF.
Who crossed 5% of FTSM →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Gradient Investments LLCFIRST TR ENH NEW713.3K shtrimmed | $42.4M |
| PARK NATIONAL CORP /OH/Com322.1K shtrimmed | $19.2M |
| Kaydan Wealth Management, Inc.FIRST TR ENH NEW280.4K shtrimmed | $16.7M |
| Financial Enhancement Group LLCFIRST TR ENH NEW258.9K shtrimmed | $15.4M |
| TITLEIST ASSET MANAGEMENT, LLCFIRST TR ENH NEW238.3K shadded | $14.2M |
| Gerald Baker Financial Group LLCFIRST TR ENH NEW96.6K shadded | $5.7M |
| Farther Finance Advisors, LLCETF73.9K shadded | $4.4M |
| Castle Rock Wealth Management, LLCFIRST TR ENH NEW53.6K shadded | $3.2M |
| Wisconsin Wealth Advisors, LLCFIRST TR ENH NEW26.6K shtrimmed | $1.6M |
| Balefire, LLCFIRST TR ENH NEW22.9K shtrimmed | $1.4M |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCFIRST TR ENH NEW18.6K shtrimmed | $1.1M |
| First Heartland Consultants, Inc.FIRST TR ENH NEW9.9K shadded | $588.6K |
| Venture Visionary Partners LLCFIRST TR ENH NEW4.1K sh— | $242K |
| Valeo Financial Advisors, LLCETF3.9K shheld | $229.1K |
| TrueWealth Advisors, LLCFIRST TR ENH NEW3.8K shadded | $223.6K |
| GK Wealth Management LLCFIRST TR ENH NEW2.3K shtrimmed | $135.7K |
| Wealth Enhancement Trust Services, Inc.FIRST TR ENH NEW1.1K sh— | $63.6K |
| CoreCap Advisors, LLCETF297 shtrimmed | $17.7K |
| ATWOOD & PALMER INCCOM133 shheld | $7.9K |
| GAMMA Investing LLCETF66 shheld | $3.9K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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