SageOak Financial LLC Buys New Shares in First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM)

Posted by Tyrone Williams on Mar 19th, 2025

SageOak Financial LLC bought a new stake in First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 14,517 shares of the company’s stock, valued at approximately $868,000. First Trust Enhanced Short Maturity ETF comprises about 0.8% of SageOak Financial LLC’s investment portfolio, making the stock its 21st biggest holding.

Other institutional investors have also recently added to or reduced their stakes in the company. Marshall Investment Management LLC acquired a new position in First Trust Enhanced Short Maturity ETF in the fourth quarter valued at $33,000. US Bancorp DE increased its stake in First Trust Enhanced Short Maturity ETF by 298.0% in the fourth quarter. US Bancorp DE now owns 1,166 shares of the company’s stock valued at $70,000 after purchasing an additional 873 shares during the last quarter. AdvisorNet Financial Inc acquired a new stake in First Trust Enhanced Short Maturity ETF during the fourth quarter worth about $91,000. Centaurus Financial Inc. increased its stake in First Trust Enhanced Short Maturity ETF by 26.4% during the third quarter. Centaurus Financial Inc. now owns 2,521 shares of the company’s stock worth $151,000 after acquiring an additional 527 shares during the last quarter. Finally, Global Trust Asset Management LLC acquired a new stake in First Trust Enhanced Short Maturity ETF during the fourth quarter worth about $159,000.

First Trust Enhanced Short Maturity ETF Stock Performance

Shares of NASDAQ:FTSM opened at $59.92 on Wednesday. The business has a 50-day moving average of $59.89 and a two-hundred day moving average of $59.91. First Trust Enhanced Short Maturity ETF has a 12 month low of $59.54 and a 12 month high of $60.16.

First Trust Enhanced Short Maturity ETF Cuts Dividend

The company also recently declared a dividend, which was paid on Tuesday, March 4th. Shareholders of record on Friday, February 28th were paid a dividend of $0.203 per share. The ex-dividend date of this dividend was Friday, February 28th.

About First Trust Enhanced Short Maturity ETF

(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.