Aptus Capital Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Aptus Capital 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
2026 Q2	$21.4M	Buy	358,609 +327,434	+1,050%	+$19.6M	0.15%	120
2026 Q1	$1.86M	Sell	31,175 -218,276	-88%	-$13.1M	0.01%	485
2025 Q4	$14.9M	Buy	249,451 +111,483	+81%	+$6.69M	0.11%	164
2025 Q3	$8.27M	Buy	137,968 +120,883	+708%	+$7.25M	0.06%	238
2025 Q2	$1.02M	Buy	17,085 +115	+0.7%	+$6.89K	0.01%	534
2025 Q1	$1.02M	Buy	16,970 +130	+0.8%	+$7.79K	0.01%	506
2024 Q4	$1.01M	Sell	16,840 -28	-0.2%	-$1.68K	0.01%	501
2024 Q3	$1.01M	Sell	16,868 -1,291	-7%	-$77.3K	0.02%	412
2024 Q2	$1.08M	Sell	18,159 -4,108	-18%	-$245K	0.02%	381
2024 Q1	$1.33M	Sell	22,267 -1,584	-7%	-$94.7K	0.02%	352
2023 Q4	$1.42M	Sell	23,851 -8,957	-27%	-$534K	0.04%	252
2023 Q3	$1.95M	Sell	32,808 -21,057	-39%	-$1.25M	0.05%	230
2023 Q2	$3.2M	Sell	53,865 -7,660	-12%	-$457K	0.08%	191
2023 Q1	$3.67M	Buy	61,525 +49,029	+392%	+$2.92M	0.1%	145
2022 Q4	$743K	Buy	12,496 +21	+0.2%	+$1.25K	0.02%	301
2022 Q3	$741K	Sell	12,475 -873	-7%	-$51.9K	0.02%	284
2022 Q2	$793K	Sell	13,348 -14,640	-52%	-$871K	0.02%	255
2022 Q1	$1.67M	Buy	+27,988	New	+$1.67M	0.04%	219
2021 Q3	–	Sell	-18,579	Closed	-$1.11M	–	564
2021 Q2	$1.11M	Sell	18,579 -18,000	-49%	-$1.08M	0.03%	219
2021 Q1	$2.19M	Sell	36,579 -13,515	-27%	-$811K	0.08%	120
2020 Q4	$3.01M	Sell	50,094 -107,850	-68%	-$6.48M	0.14%	96
2020 Q3	$9.48M	Buy	157,944 +19,706	+14%	+$1.18M	0.5%	41
2020 Q2	$8.29M	Sell	138,238 -52,199	-27%	-$3.12M	0.52%	37
2020 Q1	$11.2M	Sell	190,437 -129,705	-41%	-$7.76M	0.97%	18
2019 Q4	$19.2M	Buy	320,142 +1,249	+0.4%	+$75.1K	1.36%	15
2019 Q3	$19.2M	Buy	318,893 +48,256	+18%	+$2.9M	1.07%	16
2019 Q2	$16.3M	Buy	270,637 +238,002	+729%	+$14.3M	2.29%	6
2019 Q1	$1.96M	Buy	+32,635	New	+$1.96M	0.33%	64

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

Aptus Capital Advisors's FTSM Position: Q2 2026 in Review

Aptus Capital Advisors increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 1,050% in Q2 2026, buying an estimated $19.6M and bringing the position to 358,609 shares worth $21.4M. The position accounts for 0.15% of the portfolio, ranked #120.

Aptus Capital Advisors first reported a position in FTSM in Q1 2019 and has held it in 28 quarters since. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Aptus Capital Advisors held 358,609 shares of First Trust Enhanced Short Maturity ETF worth $21.4M as of Q2 2026.
Aptus Capital Advisors bought 327,434 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $19.6M.
First Trust Enhanced Short Maturity ETF made up 0.15% of Aptus Capital Advisors's portfolio in Q2 2026, its #120 holding.
Aptus Capital Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2019 and has held it in 28 quarters since.
421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.