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1834 Investment Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

1834 Investment Advisors’s Portfolio FTSM Stock Details FTSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,724
Closed -$402K – 215
2024
Q4 		$402K Sell
6,724
-10,123
-60% -$606K 0.05% 169
2024
Q3 		$1.01M Sell
16,847
-8,296
-33% -$497K 0.12% 121
2024
Q2 		$1.5M Sell
25,143
-3,300
-12% -$197K 0.18% 95
2024
Q1 		$1.7M Sell
28,443
-400
-1% -$23.9K 0.2% 88
2023
Q4 		$1.72M Sell
28,843
-3,550
-11% -$212K 0.21% 91
2023
Q3 		$1.92M Hold
32,393
– – 0.24% 89
2023
Q2 		$1.92M Sell
32,393
-1,630
-5% -$97.1K 0.23% 85
2023
Q1 		$2.02M Sell
34,023
-11,759
-26% -$700K 0.24% 85
2022
Q4 		$2.72M Buy
45,782
+9,914
+28% +$589K 0.39% 63
2022
Q3 		$2.13M Buy
35,868
+4,931
+16% +$293K 0.32% 67
2022
Q2 		$1.84M Buy
30,937
+3,682
+14% +$219K 0.26% 71
2022
Q1 		$1.62M Sell
27,255
-6,308
-19% -$376K 0.2% 86
2021
Q4 		$2.01M Sell
33,563
-7,490
-18% -$448K 0.23% 81
2021
Q3 		$2.46M Sell
41,053
-18,179
-31% -$1.09M 0.3% 72
2021
Q2 		$3.55M Sell
59,232
-55,922
-49% -$3.35M 0.43% 60
2021
Q1 		$6.91M Sell
115,154
-89,691
-44% -$5.38M 0.89% 43
2020
Q4 		$12.3M Sell
204,845
-10,390
-5% -$624K 1.64% 13
2020
Q3 		$12.9M Buy
215,235
+34,793
+19% +$2.09M 1.88% 11
2020
Q2 		$10.8M Buy
180,442
+10,206
+6% +$609K 1.71% 13
2020
Q1 		$10M Buy
170,236
+24,153
+17% +$1.45M 1.91% 12
2019
Q4 		$8.78M Buy
146,083
+6,943
+5% +$417K 1.35% 24
2019
Q3 		$8.36M Buy
139,140
+15,721
+13% +$945K 1.21% 27
2019
Q2 		$7.41M Buy
123,419
+33,503
+37% +$2.01M 1.12% 28
2019
Q1 		$5.39M Buy
+89,916
New +$5.39M 0.82% 46

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

1834 Investment Advisors's FTSM Position: Q1 2025 in Review

1834 Investment Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2025, closing a stake of 6,724 shares — an estimated $402K sold.

1834 Investment Advisors first reported a position in FTSM in Q1 2019 and held it in 24 quarters. The position peaked at $12.9M in Q3 2020. 429 funds tracked by Wall St. Rank hold FTSM as of Q1 2025.

  • 1834 Investment Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2025 after selling out during the quarter.
  • 1834 Investment Advisors sold 6,724 First Trust Enhanced Short Maturity ETF shares in Q1 2025, an estimated $402K.
  • 1834 Investment Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2019 and held it in 24 quarters.
  • 1834 Investment Advisors's First Trust Enhanced Short Maturity ETF position peaked at $12.9M in Q3 2020.
  • 429 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2025.

Based on 1834 Investment Advisors's 13F filing for Q1 2025, filed 9 May 2025.