Advyzon Investment Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Advyzon Investment Management’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	$472K	Sell	7,900 -4,217	-35%	-$252K	0.03%	498
2026 Q1	$724K	Sell	12,117 -2,695	-18%	-$162K	0.06%	289
2025 Q4	$888K	Sell	14,812 -12,819	-46%	-$769K	0.1%	199
2025 Q3	$1.66M	Sell	27,631 -6,957	-20%	-$417K	0.28%	78
2025 Q2	$2.07M	Sell	34,588 -3,009	-8%	-$180K	0.46%	46
2025 Q1	$2.25M	Buy	37,597 +9,420	+33%	+$564K	0.8%	23
2024 Q4	$1.68M	Buy	+28,177	New	+$1.69M	0.65%	28

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

Advyzon Investment Management's FTSM Position: Q2 2026 in Review

Advyzon Investment Management reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 35% in Q2 2026, selling an estimated $252K and leaving 7,900 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #498.

Advyzon Investment Management first reported a position in FTSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.25M in Q1 2025. 424 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Advyzon Investment Management held 7,900 shares of First Trust Enhanced Short Maturity ETF worth $472K as of Q2 2026.
Advyzon Investment Management sold 4,217 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $252K.
First Trust Enhanced Short Maturity ETF made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #498 holding.
Advyzon Investment Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's First Trust Enhanced Short Maturity ETF position peaked at $2.25M in Q1 2025.
424 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.