Advisor Resource Council’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-26,694	Closed	-$1.6M	–	331
2025 Q1	$1.6M	Buy	+26,694	New	+$1.6M	0.13%	181
2024 Q1	–	Sell	-38,171	Closed	-$2.28M	–	338
2023 Q4	$2.28M	Buy	+38,171	New	+$2.28M	0.27%	92
2023 Q2	–	Sell	-12,991	Closed	-$774K	–	201
2023 Q1	$774K	Buy	12,991 +6,551	+102%	+$390K	0.19%	138
2022 Q4	$383K	Buy	6,440 +759	+13%	+$45.1K	0.19%	100
2022 Q3	$337K	Buy	+5,681	New	+$338K	0.23%	102

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Advisor Resource Council's FTSM Position: Q2 2025 in Review

Advisor Resource Council sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2025, closing a stake of 26,694 shares — an estimated $1.6M sold.

Advisor Resource Council first reported a position in FTSM in Q3 2022 and held it in 5 quarters. The position peaked at $2.28M in Q4 2023. 417 funds tracked by Wall St. Rank hold FTSM as of Q2 2025.

Advisor Resource Council reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 26,694 First Trust Enhanced Short Maturity ETF shares in Q2 2025, an estimated $1.6M.
Advisor Resource Council first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2022 and held it in 5 quarters.
Advisor Resource Council's First Trust Enhanced Short Maturity ETF position peaked at $2.28M in Q4 2023.
417 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.