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

American Financial Advisors’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
2025
Q4 		– Sell
-5,784
Closed -$347K – 163
2025
Q3 		$347K Sell
5,784
-1,531
-21% -$91.8K 0.04% 116
2025
Q2 		$438K Buy
7,315
+68
+0.9% +$4.07K 0.06% 101
2025
Q1 		$434K Buy
7,247
+43
+0.6% +$2.58K 0.06% 89
2024
Q4 		$431K Buy
7,204
+95
+1% +$5.69K 0.06% 88
2024
Q3 		$426K Buy
7,109
+72
+1% +$4.31K 0.06% 90
2024
Q2 		$419K Sell
7,037
-146
-2% -$8.72K 0.06% 90
2024
Q1 		$428K Buy
7,183
+72
+1% +$4.3K 0.06% 91
2023
Q4 		$424K Sell
7,111
-290
-4% -$17.3K 0.06% 88
2023
Q3 		$440K Sell
7,401
-704
-9% -$41.9K 0.07% 84
2023
Q2 		$482K Sell
8,105
-4,381
-35% -$261K 0.08% 86
2023
Q1 		$743K Sell
12,486
-208
-2% -$12.4K 0.12% 65
2022
Q4 		$755K Sell
12,694
-65
-0.5% -$3.86K 0.13% 63
2022
Q3 		$757K Buy
+12,759
New +$758K 0.13% 61
2022
Q2 		– Sell
-13,615
Closed -$811K – 109
2022
Q1 		$811K Sell
13,615
-1,796
-12% -$107K 0.11% 67
2021
Q4 		$922K Sell
15,411
-1,356
-8% -$81.2K 0.12% 62
2021
Q3 		$1M Sell
16,767
-1,823
-10% -$109K 0.13% 61
2021
Q2 		$1.11M Sell
18,590
-2,998
-14% -$180K 0.15% 58
2021
Q1 		$1.29M Sell
21,588
-6,230
-22% -$374K 0.19% 51
2020
Q4 		$1.67M Sell
27,818
-2,827
-9% -$170K 0.24% 46
2020
Q3 		$1.84M Buy
30,645
+1,656
+6% +$99.5K 0.3% 43
2020
Q2 		$1.74M Buy
28,989
+1,281
+5% +$76.5K 0.28% 43
2020
Q1 		$1.65M Sell
27,708
-33,212
-55% -$1.99M 0.3% 42
2019
Q4 		$3.67M Sell
60,920
-48,533
-44% -$2.92M 0.64% 34
2019
Q3 		$6.58M Buy
109,453
+7,336
+7% +$441K 1.24% 27
2019
Q2 		$6.13M Buy
102,117
+9,782
+11% +$588K 1.2% 28
2019
Q1 		$5.54M Buy
+92,335
New +$5.54M 1.13% 28

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

American Financial Advisors's FTSM Position: Q4 2025 in Review

American Financial Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2025, closing a stake of 5,784 shares — an estimated $347K sold.

American Financial Advisors first reported a position in FTSM in Q1 2019 and held it in 26 quarters. The position peaked at $6.58M in Q3 2019. 402 funds tracked by Wall St. Rank hold FTSM as of Q4 2025.

  • American Financial Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2025 after selling out during the quarter.
  • American Financial Advisors sold 5,784 First Trust Enhanced Short Maturity ETF shares in Q4 2025, an estimated $347K.
  • American Financial Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2019 and held it in 26 quarters.
  • American Financial Advisors's First Trust Enhanced Short Maturity ETF position peaked at $6.58M in Q3 2019.
  • 402 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2025.

Based on American Financial Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.