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Advisory Alpha’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Advisory Alpha’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 		$3.09M Sell
51,726
-12,997
-20% -$779K 0.08% 97
2025
Q4 		$3.88M Buy
64,723
+3,599
+6% +$216K 0.11% 87
2025
Q3 		$3.66M Sell
61,124
-50,123
-45% -$3.01M 0.1% 88
2025
Q2 		$6.66M Sell
111,247
-72,450
-39% -$4.34M 0.21% 62
2025
Q1 		$11M Buy
+183,697
New +$11M 0.37% 47
2024
Q4 		– Sell
-9,298
Closed -$557K – 445
2024
Q3 		$557K Hold
9,298
– – 0.02% 218
2024
Q2 		$554K Sell
9,298
-34,177
-79% -$2.04M 0.02% 198
2024
Q1 		$2.59M Buy
+43,475
New +$2.6M 0.11% 98
2023
Q3 		– Sell
-3,394
Closed -$202K – 311
2023
Q2 		$202K Sell
3,394
-2,531
-43% -$151K 0.01% 314
2023
Q1 		$353K Sell
5,925
-1,120
-16% -$66.7K 0.02% 216
2022
Q4 		$419K Buy
+7,045
New +$419K 0.03% 175

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.16B AUM 23.26% 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