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Almanack Investment Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Almanack Investment Partners’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 		$209K Buy
+3,507
New +$210K 0.03% 291
2022
Q4 		– Sell
-52
Closed -$3K – 546
2022
Q3 		$3K Buy
+52
New +$3.09K ﹤0.01% 660

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Almanack Investment Partners's FTSM Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2026: 3,507 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #291 among its holdings. This is a return to the name: Almanack Investment Partners previously reported a position in FTSM as recently as Q3 2022.

Almanack Investment Partners first reported a position in FTSM in Q3 2022 and has held it in 2 quarters since. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Almanack Investment Partners held 3,507 shares of First Trust Enhanced Short Maturity ETF worth $209K as of Q2 2026.
  • First Trust Enhanced Short Maturity ETF was a new Almanack Investment Partners position in Q2 2026.
  • First Trust Enhanced Short Maturity ETF made up 0.03% of Almanack Investment Partners's portfolio in Q2 2026, its #291 holding.
  • Almanack Investment Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2022 and has held it in 2 quarters since.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.