First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM) is Lake Street Private Wealth LLC’s 9th Largest Position

Posted by Chris Copeland on Jun 5th, 2025

Lake Street Private Wealth LLC lowered its stake in First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Free Report) by 12.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 190,091 shares of the company’s stock after selling 26,483 shares during the period. First Trust Enhanced Short Maturity ETF accounts for 1.9% of Lake Street Private Wealth LLC’s holdings, making the stock its 9th biggest position. Lake Street Private Wealth LLC owned 0.18% of First Trust Enhanced Short Maturity ETF worth $11,375,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Marshall Investment Management LLC purchased a new position in shares of First Trust Enhanced Short Maturity ETF during the fourth quarter worth $33,000. US Bancorp DE raised its holdings in shares of First Trust Enhanced Short Maturity ETF by 298.0% during the fourth quarter. US Bancorp DE now owns 1,166 shares of the company’s stock worth $70,000 after purchasing an additional 873 shares during the last quarter. Armis Advisers LLC purchased a new position in shares of First Trust Enhanced Short Maturity ETF during the fourth quarter worth $205,000. World Investment Advisors purchased a new position in shares of First Trust Enhanced Short Maturity ETF during the fourth quarter worth $212,000. Finally, CacheTech Inc. purchased a new position in shares of First Trust Enhanced Short Maturity ETF during the fourth quarter worth $213,000.

First Trust Enhanced Short Maturity ETF Price Performance

Shares of First Trust Enhanced Short Maturity ETF stock opened at $59.85 on Thursday. First Trust Enhanced Short Maturity ETF has a 1 year low of $59.58 and a 1 year high of $60.16. The firm has a fifty day moving average price of $59.89 and a 200 day moving average price of $59.89.

First Trust Enhanced Short Maturity ETF Increases Dividend

The company also recently disclosed a monthly dividend, which was paid on Tuesday, June 3rd. Shareholders of record on Friday, May 30th were issued a $0.2275 dividend. This is a boost from First Trust Enhanced Short Maturity ETF’s previous monthly dividend of $0.21. The ex-dividend date was Friday, May 30th. This represents a $2.73 dividend on an annualized basis and a yield of 4.56%.

First Trust Enhanced Short Maturity ETF Company 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.