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

Anchor 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 Q1	$41.8K	Buy	+700	New	+$42K	﹤0.01%	607

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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

Anchor Investment Management's FTSM Position: Q1 2026 in Review

Anchor Investment Management opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2026: 700 shares worth $41.8K. The stake represents ﹤0.01% of the portfolio and ranks #607 among its holdings.

427 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

Anchor Investment Management held 700 shares of First Trust Enhanced Short Maturity ETF worth $41.8K as of Q1 2026.
First Trust Enhanced Short Maturity ETF was a new Anchor Investment Management position in Q1 2026.
First Trust Enhanced Short Maturity ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #607 holding.
427 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.