Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PUTNAM ETF TRUST (FTMS)

34 + Investors. Track Smart Money conviction in FTMS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%

34+

Inst. Holders

Hedge Fund Ownership: FTMS

How many hedge funds hold FTMS — quarterly history vs. share price
Quarterly hedge fund ownership of FTMS vs. share price

Market Analysis: FTMS

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTMS

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: FTMS
2026 Q1 Stats Unlock in 13 days 34 + Investors

Track Smart Money conviction in FTMS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 34 0 100%
13F Shares 13M 0 100%
Total Value $129M $0 100%
New Positions 34 0 +34
Increased Positions 0 0 -
Closed Positions 0 0 -
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTMS

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Financial Highlights

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Institutional Holders (2026 Q1)

34 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FTMS. Verified SEC 13F-HR filings.

Top 19 institutional holders of FTMS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IRON Financial LLC 1.24% 287,616 $2.8M
2 Stonebridge Financial Group, LLC / MO 0.78% 93,081 $922K
3 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.13% 6,217,136 $61.5M
4 BEAM WEALTH ADVISORS, INC. 0.08% 31,592 $313K
5 Balboa Wealth Partners 0.06% 35,885 $355K
6 Vise Technologies, Inc. 0.05% 271,415 $2.7M
7 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% 35,150 $348K
8 Mutual Advisors, LLC 0.01% 65,634 $650K
9 Csenge Advisory Group 0.01% 30,000 $297K
10 Concurrent Investment Advisors, LLC 0.01% 101,341 $1.0M
11 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 557,685 $5.5M
12 Merit Financial Group, LLC 0.01% 75,647 $749K
13 MML INVESTORS SERVICES, LLC 0.00% 61,466 $609K
14 LPL Financial LLC 0.00% 581,294 $5.8M
15 Sanctuary Advisors, LLC 0.00% 20,080 $199K
16 EASTERN BANK 0.00% 3,968 $39K
17 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% 55,386 $549K
18 IFP Advisors, Inc 0.00% 1,171 $12K
19 Farther Finance Advisors, LLC 0.00% 968 $10K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PUTNAM ETF TRUST (FTMS)

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.