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Arkadios Wealth Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Arkadios Wealth 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 		$5.26M Buy
88,120
+36,263
+70% +$2.17M 0.08% 257
2026
Q1 		$3.1M Buy
51,857
+9,912
+24% +$594K 0.05% 375
2025
Q4 		$2.51M Sell
41,945
-7,107
-14% -$426K 0.05% 382
2025
Q3 		$2.94M Buy
49,052
+810
+2% +$48.6K 0.07% 292
2025
Q2 		$2.89M Buy
48,242
+16,292
+51% +$976K 0.09% 259
2025
Q1 		$1.91M Buy
31,950
+2,209
+7% +$132K 0.07% 295
2024
Q4 		$1.78M Sell
29,741
-4,620
-13% -$277K 0.1% 202
2024
Q3 		$2.06M Sell
34,361
-2,531
-7% -$152K 0.12% 179
2024
Q2 		$2.2M Buy
36,892
+14,562
+65% +$869K 0.15% 150
2024
Q1 		$1.33M Sell
22,330
-315
-1% -$18.8K 0.1% 188
2023
Q4 		$1.35M Buy
22,645
+12,302
+119% +$733K 0.11% 182
2023
Q3 		$615K Sell
10,343
-5,604
-35% -$334K 0.06% 290
2023
Q2 		$947K Sell
15,947
-7,450
-32% -$444K 0.11% 192
2023
Q1 		$1.39M Buy
23,397
+12,964
+124% +$772K 0.17% 146
2022
Q4 		$620K Buy
+10,433
New +$620K 0.08% 252
2021
Q2 		– Sell
-5,724
Closed -$343K – 1971
2021
Q1 		$343K Buy
5,724
+4,424
+340% +$266K 0.06% 322
2020
Q4 		$78K Buy
+1,300
New +$78.1K 0.02% 475
2020
Q3 		– Sell
-5
Closed -$308 – 1045
2020
Q2 		$308 Hold
5
– – ﹤0.01% 921
2020
Q1 		$302 Hold
5
– – ﹤0.01% 1046
2019
Q4 		$307 Buy
+5
New +$301 ﹤0.01% 951

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

Arkadios Wealth Advisors's FTSM Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 70% in Q2 2026, buying an estimated $2.17M and bringing the position to 88,120 shares worth $5.26M. The position accounts for 0.08% of the portfolio, ranked #257.

Arkadios Wealth Advisors first reported a position in FTSM in Q4 2019 and has held it in 20 quarters since. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Arkadios Wealth Advisors held 88,120 shares of First Trust Enhanced Short Maturity ETF worth $5.26M as of Q2 2026.
  • Arkadios Wealth Advisors bought 36,263 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $2.17M.
  • First Trust Enhanced Short Maturity ETF made up 0.08% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #257 holding.
  • Arkadios Wealth Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2019 and has held it in 20 quarters since.
  • 421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.