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

Advisornet 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 Q2	$93.4K	Buy	+1,563	New	+$93.6K	﹤0.01%	907
2025 Q4	–	Sell	-27	Closed	-$1.62K	–	2288
2025 Q3	$1.62K	Hold	27	–	–	﹤0.01%	1901
2025 Q2	$1.62K	Hold	27	–	–	﹤0.01%	1873
2025 Q1	$1.62K	Sell	27 -1,495	-98%	-$89.5K	﹤0.01%	1817
2024 Q4	$91K	Buy	+1,522	New	+$91.2K	0.01%	714
2022 Q2	–	Sell	-90	Closed	-$5K	–	1961
2022 Q1	$5K	Hold	90	–	–	﹤0.01%	1611
2021 Q4	$5K	Hold	90	–	–	﹤0.01%	1647
2021 Q3	$5K	Buy	90 +64	+246%	+$3.84K	﹤0.01%	1610
2021 Q2	$2K	Hold	26	–	–	﹤0.01%	1683
2021 Q1	$2K	Hold	26	–	–	﹤0.01%	1629
2020 Q4	$2K	Hold	26	–	–	﹤0.01%	1540
2020 Q3	$2K	Hold	26	–	–	﹤0.01%	1562
2020 Q2	$2K	Sell	26 -625	-96%	-$37.3K	﹤0.01%	1590
2020 Q1	$38K	Buy	651 +625	+2,404%	+$37.4K	﹤0.01%	884
2019 Q4	$2K	Hold	26	–	–	﹤0.01%	1675
2019 Q3	$2K	Hold	26	–	–	﹤0.01%	1681
2019 Q2	$2K	Hold	26	–	–	﹤0.01%	1515
2019 Q1	$2K	Hold	26	–	–	﹤0.01%	1412
2018 Q4	$2K	Hold	26	–	–	﹤0.01%	1337
2018 Q3	$2K	Hold	26	–	–	﹤0.01%	1366
2018 Q2	$2K	Hold	26	–	–	﹤0.01%	1383
2018 Q1	$2K	Hold	26	–	–	﹤0.01%	1306
2017 Q4	$2K	Buy	+26	New	+$1.56K	﹤0.01%	1171

Other funds holding FTSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advisornet Financial's FTSM Position: Q2 2026 in Review

Advisornet Financial opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2026: 1,563 shares worth $93.4K. The stake represents ﹤0.01% of the portfolio and ranks #907 among its holdings. This is a return to the name: Advisornet Financial previously reported a position in FTSM as recently as Q3 2025.

Advisornet Financial first reported a position in FTSM in Q4 2017 and has held it in 23 quarters since. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Advisornet Financial held 1,563 shares of First Trust Enhanced Short Maturity ETF worth $93.4K as of Q2 2026.
First Trust Enhanced Short Maturity ETF was a new Advisornet Financial position in Q2 2026.
First Trust Enhanced Short Maturity ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #907 holding.
Advisornet Financial first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2017 and has held it in 23 quarters since.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.