AFWM
FTSM icon

Abich Financial Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Abich Financial Wealth Management’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
Q3 		$9.95K Buy
+166
New +$9.96K ﹤0.01% 467
2024
Q3 		– Sell
-567
Closed -$33.8K – 575
2024
Q2 		$33.8K Buy
+567
New +$33.9K 0.02% 189

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Abich Financial Wealth Management's FTSM Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2025: 166 shares worth $9.95K. The stake represents ﹤0.01% of the portfolio and ranks #467 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in FTSM as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in FTSM in Q2 2024 and has held it in 2 quarters since. The position peaked at $33.8K in Q2 2024. 400 funds tracked by Wall St. Rank hold FTSM as of Q3 2025.

  • Abich Financial Wealth Management held 166 shares of First Trust Enhanced Short Maturity ETF worth $9.95K as of Q3 2025.
  • First Trust Enhanced Short Maturity ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • First Trust Enhanced Short Maturity ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #467 holding.
  • Abich Financial Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2024 and has held it in 2 quarters since.
  • Abich Financial Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $33.8K in Q2 2024.
  • 400 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.