§ EQUITY
USDFTSM
FIRST TRUST ENH SHORT MAT FD
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
227 increased/new, 158 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley | 14.2M | 0.1% | −44% |
| LPL Financial LLC | 8.9M | 0.1% | −0% |
| Wells Fargo & Company | 7.9M | n/a | −8% |
| UBS Group AG | 3.1M | 0.0% | +8% |
| ROYAL BANK OF CANADA | 2.9M | 0.0% | −2% |
| Concurrent Investment Advisors, LLC | 2.6M | 1.7% | +4481% |
◇ AC INTELLIGENCE
Top institutional owners for FTSM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER61.9% · 394 holders
DEALER / BANK37.7% · 20 holders
INCOME / DEFENSIVE0.3% · 2 holders
PASSIVE / INDEX0.1% · 2 holders
QUALITY / COMPOUNDER0.0% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for FTSM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention FTSM yet.