Who Owns FIRST TR ENHANCED ETF SHORT MATURITY (FTSM)? -- Institutional Holders (2026-06-30)

463 institutions reported holding $5.00B of FIRST TR ENHANCED ETF SHORT MATURITY (FTSM) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($816.4M), LPL Financial LLC ($531.1M), WELLS FARGO & COMPANY/MN ($451.2M), Royal Bank of Canada ($187.7M), UBS Group AG ($166.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$816.4M13.7MTrimmed
2LPL Financial LLC$531.1M8.9MTrimmed
3WELLS FARGO & COMPANY/MN$451.2M7.6MTrimmed
4Royal Bank of Canada$187.7M3.1MAdded
5UBS Group AG$166.8M2.8MTrimmed
6RAYMOND JAMES FINANCIAL INC$163.1M2.7MAdded
7BANK OF AMERICA CORP /DE/$147.6M2.5MAdded
8Csenge Advisory Group$113.6M1.9MAdded
9Cetera Investment Advisers$101.3M1.7MAdded
10COMMONWEALTH EQUITY SERVICES, LLC$74.5M1.2MAdded
11OSAIC HOLDINGS, INC.$72.5M1.2MAdded
12STIFEL FINANCIAL CORP$71.5M1.2MAdded
13BDFS Capital LLC$68.8M1.1MAdded
14Cambridge Investment Research Advisors, Inc.$53.2M890,633Trimmed
15ENVESTNET ASSET MANAGEMENT INC$51.7M865,066Added
16Gradient Investments LLC$43.8M733,976Added
17&PARTNERS$41.9M714,646Added
18Bramshill Investments, LLC$39.4M659,483Added
19Hansen & Associates Financial Group, Inc.$38.3M639,953Trimmed
20TCP Asset Management, LLC$37.6M629,760Added
21Guided Capital Wealth Management, LLC$37.6M628,737Added
22TUCKER ASSET MANAGEMENT LLC$35.3M591,007Trimmed
23TRUIST FINANCIAL CORP$35.3M590,592Added
24Accurate Wealth Management, LLC$34.4M575,587Added
25Kirkwood Financial Services$26.1M436,651Added

Source: SEC Form 13F filings · as of 2026-06-30