360 Financial’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

360 Financial’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
2026 Q1	$1.95M	Buy	32,667 +141	+0.4%	+$8.46K	0.59%	23
2025 Q4	$1.95M	Buy	32,526 +3,937	+14%	+$236K	0.59%	22
2025 Q3	$1.71M	Buy	28,589 +190	+0.7%	+$11.4K	0.55%	24
2025 Q2	$1.7M	Buy	28,399 +190	+0.7%	+$11.4K	0.54%	23
2025 Q1	$1.69M	Buy	28,209 +4,213	+18%	+$252K	0.61%	24
2024 Q4	$1.43M	Sell	23,996 -297	-1%	-$17.8K	0.52%	28
2024 Q3	$1.45M	Buy	24,293 +155	+0.6%	+$9.28K	0.54%	27
2024 Q2	$1.44M	Buy	24,138 +155	+0.6%	+$9.25K	0.54%	27
2024 Q1	$1.43M	Sell	23,983 -1,927	-7%	-$115K	0.56%	27
2023 Q4	$1.55M	Buy	25,910 +2,109	+9%	+$126K	0.68%	23
2023 Q3	$1.41M	Buy	23,801 +1,919	+9%	+$114K	0.88%	17
2023 Q2	$1.3M	Sell	21,882 -1,893	-8%	-$113K	0.67%	24
2023 Q1	$1.41M	Buy	23,775 +13,807	+139%	+$822K	0.75%	22
2022 Q4	$591K	Hold	9,968	–	–	0.38%	35
2022 Q3	$591K	Buy	+9,968	New	+$592K	0.38%	35

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

360 Financial's FTSM Position: Q1 2026 in Review

360 Financial increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.43% in Q1 2026, buying an estimated $8.46K and bringing the position to 32,667 shares worth $1.95M. The position accounts for 0.59% of the portfolio, ranked #23.

360 Financial first reported a position in FTSM in Q3 2022 and has held it in 15 quarters since. 427 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

360 Financial held 32,667 shares of First Trust Enhanced Short Maturity ETF worth $1.95M as of Q1 2026.
360 Financial bought 141 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $8.46K.
First Trust Enhanced Short Maturity ETF made up 0.59% of 360 Financial's portfolio in Q1 2026, its #23 holding.
360 Financial first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2022 and has held it in 15 quarters since.
427 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on 360 Financial's 13F filing for Q1 2026, filed 7 May 2026.