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

Advisory Services Network’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	$545K	Buy	9,119 +4,300	+89%	+$257K	0.01%	1359
2026 Q1	$288K	Sell	4,819 -300	-6%	-$18K	﹤0.01%	1613
2025 Q4	$307K	Sell	5,119 -1,373	-21%	-$82.4K	﹤0.01%	1468
2025 Q3	$389K	Sell	6,492 -1,903	-23%	-$114K	0.01%	1324
2025 Q2	$502K	Sell	8,395 -6,998	-45%	-$419K	0.01%	1154
2025 Q1	$921K	Sell	15,393 -840	-5%	-$50.3K	0.02%	799
2024 Q4	$970K	Sell	16,233 -28,294	-64%	-$1.69M	0.02%	758
2024 Q3	$2.65M	Hold	44,527	–	–	0.05%	377
2024 Q2	$2.65M	Sell	44,527 -26,162	-37%	-$1.56M	0.05%	377
2024 Q1	$4.21M	Sell	70,689 -6,887	-9%	-$412K	0.09%	247
2023 Q4	$4.63M	Sell	77,576 -1,998	-3%	-$119K	0.11%	201
2023 Q3	$4.73M	Sell	79,574 -19,891	-20%	-$1.18M	0.13%	182
2023 Q2	$5.91M	Buy	99,465 +9,734	+11%	+$580K	0.16%	143
2023 Q1	$5.34M	Sell	89,731 -6,495	-7%	-$387K	0.15%	163
2022 Q4	$5.72M	Buy	96,226 +42,460	+79%	+$2.52M	0.18%	131
2022 Q3	$3.19M	Buy	53,766 +34,507	+179%	+$2.05M	0.11%	221
2022 Q2	$1.14M	Buy	19,259 +11,744	+156%	+$699K	0.04%	521
2022 Q1	$447K	Buy	7,515 +1,767	+31%	+$105K	0.01%	961
2021 Q4	$344K	Buy	5,748 +332	+6%	+$19.9K	0.01%	1050
2021 Q3	$325K	Sell	5,416 -9,923	-65%	-$595K	0.01%	1054
2021 Q2	$919K	Sell	15,339 -1,718	-10%	-$103K	0.03%	631
2021 Q1	$1.02M	Sell	17,057 -2,999	-15%	-$180K	0.04%	539
2020 Q4	$1.2M	Buy	20,056 +9,460	+89%	+$568K	0.05%	439
2020 Q3	$636K	Sell	10,596 -152,386	-93%	-$9.15M	0.03%	546
2020 Q2	$9.78M	Sell	162,982 -13,713	-8%	-$819K	0.54%	21
2020 Q1	$10.4M	Sell	176,695 -28,605	-14%	-$1.71M	0.68%	13
2019 Q4	$12.3M	Sell	205,300 -5,087	-2%	-$306K	0.65%	14
2019 Q3	$12.6M	Hold	210,387	–	–	0.77%	11
2019 Q2	$12.6M	Buy	+210,387	New	+$12.6M	0.77%	11
2019 Q1	–	Sell	-134	Closed	-$8K	–	2582
2018 Q4	$8K	Buy	+134	New	+$8.04K	﹤0.01%	1833
2015 Q1	–	Sell	-178	Closed	-$11K	–	1312
2014 Q4	$11K	Buy	+178	New	+$10.7K	﹤0.01%	723

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

Advisory Services Network's FTSM Position: Q2 2026 in Review

Advisory Services Network increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 89% in Q2 2026, buying an estimated $257K and bringing the position to 9,119 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #1359.

Advisory Services Network first reported a position in FTSM in Q4 2014 and has held it in 31 quarters since. The position peaked at $12.6M in Q3 2019. 424 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Advisory Services Network held 9,119 shares of First Trust Enhanced Short Maturity ETF worth $545K as of Q2 2026.
Advisory Services Network bought 4,300 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $257K.
First Trust Enhanced Short Maturity ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1359 holding.
Advisory Services Network first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2014 and has held it in 31 quarters since.
Advisory Services Network's First Trust Enhanced Short Maturity ETF position peaked at $12.6M in Q3 2019.
424 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.