HBK Sorce Advisory LLC Buys 65,678 Shares of First Trust Enhanced Short Maturity ETF $FTSM

Posted by James Conley 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% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 338,878 shares of the company’s stock after purchasing an additional 65,678 shares during the quarter. First Trust Enhanced Short Maturity ETF makes up 0.5% of HBK Sorce Advisory LLC’s investment portfolio, making the stock its 22nd largest position. HBK Sorce Advisory LLC owned about 0.32% of First Trust Enhanced Short Maturity ETF worth $20,329,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently modified their holdings of the company. Newbridge Financial Services Group Inc. boosted its position in shares of First Trust Enhanced Short Maturity ETF by 1,566.7% during the 2nd quarter. Newbridge Financial Services Group Inc. now owns 450 shares of the company’s stock valued at $27,000 after acquiring an additional 423 shares during the last quarter. Blue Trust Inc. bought a new stake in shares of First Trust Enhanced Short Maturity ETF during the 4th quarter valued at about $46,000. SouthState Bank Corp bought a new stake in shares of First Trust Enhanced Short Maturity ETF during the 3rd quarter valued at about $48,000. Kelleher Financial Advisors bought a new stake in shares of First Trust Enhanced Short Maturity ETF during the 3rd quarter valued at about $55,000. Finally, CIBC Private Wealth Group LLC bought a new stake in shares of First Trust Enhanced Short Maturity ETF during the 3rd quarter valued at about $67,000.

First Trust Enhanced Short Maturity ETF Stock Performance

Shares of FTSM opened at $59.94 on Monday. The stock has a 50-day moving average price of $59.88 and a 200-day moving average price of $59.95. First Trust Enhanced Short Maturity ETF has a 12-month low of $59.74 and a 12-month high of $60.14.

First Trust Enhanced Short Maturity ETF Dividend Announcement

The firm also recently declared a dividend, which was paid on Monday, May 4th. Stockholders of record on Thursday, April 30th were given a dividend of $0.201 per share. The ex-dividend date was Thursday, April 30th.

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.