HBK Sorce Advisory LLC Increases Stake in First Trust Enhanced Short Maturity ETF $FTSM

Posted by Dante Gardener on May 25th, 2026

HBK Sorce Advisory LLC boosted its stake in First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Free Report) by 24.0% during the fourth quarter, Holdings Channel.com reports. The firm owned 338,878 shares of the company’s stock after buying an additional 65,678 shares during the period. First Trust Enhanced Short Maturity ETF accounts for about 0.5% of HBK Sorce Advisory LLC’s portfolio, making the stock its 22nd largest position. HBK Sorce Advisory LLC’s holdings in First Trust Enhanced Short Maturity ETF were worth $20,329,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Aptus Capital Advisors LLC increased its stake in First Trust Enhanced Short Maturity ETF by 707.5% in the 3rd quarter. Aptus Capital Advisors LLC now owns 137,968 shares of the company’s stock worth $8,266,000 after purchasing an additional 120,883 shares during the period. Daymark Wealth Partners LLC increased its stake in First Trust Enhanced Short Maturity ETF by 46.5% in the 4th quarter. Daymark Wealth Partners LLC now owns 114,734 shares of the company’s stock worth $6,876,000 after purchasing an additional 36,411 shares during the period. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors purchased a new position in First Trust Enhanced Short Maturity ETF in the 4th quarter worth approximately $2,048,000. Lake Street Private Wealth LLC increased its stake in First Trust Enhanced Short Maturity ETF by 4.8% in the 3rd quarter. Lake Street Private Wealth LLC now owns 236,724 shares of the company’s stock worth $14,182,000 after purchasing an additional 10,904 shares during the period. Finally, Titleist Asset Management LLC purchased a new position in First Trust Enhanced Short Maturity ETF in the 3rd quarter worth approximately $12,745,000.

First Trust Enhanced Short Maturity ETF Price Performance

Shares of First Trust Enhanced Short Maturity ETF stock opened at $59.94 on Monday. The business’s 50 day simple moving average is $59.88 and its two-hundred day simple moving average is $59.95. First Trust Enhanced Short Maturity ETF has a one year low of $59.74 and a one year high of $60.14.

First Trust Enhanced Short Maturity ETF Dividend Announcement

The business also recently declared a dividend, which was paid on Monday, May 4th. Shareholders of record on Thursday, April 30th were paid a $0.201 dividend. The ex-dividend date of this dividend was Thursday, April 30th.

First Trust Enhanced Short Maturity ETF Profile

(Free Report)

The First Trust Enhanced Short Maturity ETF (FTSM) is an exchange-traded fund that is based on the Bloomberg U.S. Short Treasury Bond index. The fund is actively-managed to invest in a variety of fixed income securities with a target maturity of less than three years. FTSM was launched on Aug 5, 2014 and is managed by First Trust.