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

Acorn 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
2025
Q1 		– Sell
-3,349
Closed -$200K – 234
2024
Q4 		$200K Sell
3,349
-69
-2% -$4.13K 0.08% 232
2024
Q3 		$205K Sell
3,418
-114
-3% -$6.83K 0.09% 220
2024
Q2 		$211K Sell
3,532
-580
-14% -$34.6K 0.1% 194
2024
Q1 		$245K Hold
4,112
– – 0.13% 169
2023
Q4 		$245K Buy
4,112
+27
+0.7% +$1.61K 0.15% 158
2023
Q3 		$243K Buy
+4,085
New +$243K 0.16% 147
2021
Q1 		– Sell
-4,582
Closed -$275K – 164
2020
Q4 		$275K Sell
4,582
-243
-5% -$14.6K 0.22% 113
2020
Q3 		$290K Hold
4,825
– – 0.25% 87
2020
Q2 		$289K Hold
4,825
– – 0.27% 81
2020
Q1 		$285K Sell
4,825
-1,568
-25% -$93.9K 0.32% 66
2019
Q4 		$384K Buy
6,393
+2
+0% +$120 0.32% 63
2019
Q3 		$384K Sell
6,391
-2,150
-25% -$129K 0.33% 62
2019
Q2 		$514K Buy
8,541
+1
+0% +$60 0.47% 45
2019
Q1 		$513K Sell
8,540
-1,345
-14% -$80.7K 0.46% 45
2018
Q4 		$592K Sell
9,885
-5,473
-36% -$328K 0.61% 36
2018
Q3 		$921K Buy
15,358
+11,408
+289% +$685K 0.91% 26
2018
Q2 		$237K Hold
3,950
– – 0.2% 98
2018
Q1 		$237K Hold
3,950
– – 0.21% 98
2017
Q4 		$237K Buy
+3,950
New +$237K 0.22% 88

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

Acorn Wealth Advisors's FTSM Position: Q1 2025 in Review

Acorn Wealth Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2025, closing a stake of 3,349 shares — an estimated $200K sold.

Acorn Wealth Advisors first reported a position in FTSM in Q4 2017 and held it in 19 quarters. The position peaked at $921K in Q3 2018. 428 funds tracked by Wall St. Rank hold FTSM as of Q1 2025.

  • Acorn Wealth Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2025 after selling out during the quarter.
  • Acorn Wealth Advisors sold 3,349 First Trust Enhanced Short Maturity ETF shares in Q1 2025, an estimated $200K.
  • Acorn Wealth Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2017 and held it in 19 quarters.
  • Acorn Wealth Advisors's First Trust Enhanced Short Maturity ETF position peaked at $921K in Q3 2018.
  • 428 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2025.

Based on Acorn Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.