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A4 Wealth Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

A4 Wealth 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
2026
Q1 		– Sell
-5,267
Closed -$316K – 115
2025
Q4 		$316K Sell
5,267
-3,244
-38% -$195K 0.27% 75
2025
Q3 		$510K Buy
+8,511
New +$511K 0.43% 65

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
Royal Bank of Canada
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

A4 Wealth Advisors's FTSM Position: Q1 2026 in Review

A4 Wealth Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2026, closing a stake of 5,267 shares — an estimated $316K sold.

A4 Wealth Advisors first reported a position in FTSM in Q3 2025 and held it in 2 quarters. The position peaked at $510K in Q3 2025. 426 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

  • A4 Wealth Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2026 after selling out during the quarter.
  • A4 Wealth Advisors sold 5,267 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $316K.
  • A4 Wealth Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2025 and held it in 2 quarters.
  • A4 Wealth Advisors's First Trust Enhanced Short Maturity ETF position peaked at $510K in Q3 2025.
  • 426 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on A4 Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.