Aries Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Aries Wealth 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	$508K	Hold	8,500	–	–	0.1%	152
2026 Q1	$508K	Hold	8,500	–	–	0.11%	147
2025 Q4	$509K	Hold	8,500	–	–	0.11%	142
2025 Q3	$509K	Hold	8,500	–	–	0.12%	138
2025 Q2	$509K	Hold	8,500	–	–	0.13%	135
2025 Q1	$509K	Hold	8,500	–	–	0.14%	136
2024 Q4	$508K	Hold	8,500	–	–	0.14%	139
2024 Q3	$509K	Sell	8,500 -500	-6%	-$29.9K	0.14%	131
2024 Q2	$536K	Hold	9,000	–	–	0.17%	118
2024 Q1	$537K	Hold	9,000	–	–	0.17%	120
2023 Q4	$537K	Hold	9,000	–	–	0.19%	115
2023 Q3	$536K	Sell	9,000 -1,600	-15%	-$95.3K	0.21%	111
2023 Q2	$630K	Hold	10,600	–	–	0.24%	100
2023 Q1	$631K	Hold	10,600	–	–	0.26%	101
2022 Q4	$630K	Hold	10,600	–	–	0.27%	95
2022 Q3	$628K	Hold	10,600	–	–	0.28%	88
2022 Q2	$629K	Buy	+10,600	New	+$631K	0.29%	84
2022 Q1	–	Sell	-10,600	Closed	-$634K	–	124
2021 Q4	$634K	Hold	10,600	–	–	0.24%	94
2021 Q3	$635K	Hold	10,600	–	–	0.27%	85
2021 Q2	$635K	Hold	10,600	–	–	0.27%	86
2021 Q1	$636K	Hold	10,600	–	–	0.29%	82
2020 Q4	$636K	Hold	10,600	–	–	0.32%	72
2020 Q3	$636K	Hold	10,600	–	–	0.36%	66
2020 Q2	$636K	Buy	10,600 +5,000	+89%	+$299K	0.39%	61
2020 Q1	$331K	Hold	5,600	–	–	0.25%	89
2019 Q4	$337K	Buy	5,600 +800	+17%	+$48.1K	0.21%	108
2019 Q3	$289K	Hold	4,800	–	–	0.19%	112
2019 Q2	$288K	Hold	4,800	–	–	0.2%	113
2019 Q1	$288K	Hold	4,800	–	–	0.22%	106
2018 Q4	$287K	Hold	4,800	–	–	0.3%	83
2018 Q3	$288K	Hold	4,800	–	–	0.26%	94
2018 Q2	$288K	Buy	+4,800	New	+$288K	0.27%	91

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

Aries Wealth Management's FTSM Position: Q2 2026 in Review

Aries Wealth Management held its First Trust Enhanced Short Maturity ETF (FTSM) position steady in Q2 2026 at 8,500 shares worth $508K. The position accounts for 0.1% of the portfolio, ranked #152.

Aries Wealth Management first reported a position in FTSM in Q2 2018 and has held it in 32 quarters since. The position peaked at $636K in Q1 2021. 424 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Aries Wealth Management held 8,500 shares of First Trust Enhanced Short Maturity ETF worth $508K as of Q2 2026.
Aries Wealth Management left its First Trust Enhanced Short Maturity ETF share count unchanged in Q2 2026.
First Trust Enhanced Short Maturity ETF made up 0.1% of Aries Wealth Management's portfolio in Q2 2026, its #152 holding.
Aries Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2018 and has held it in 32 quarters since.
Aries Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $636K in Q1 2021.
424 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.