Atria Wealth Solutions’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Atria Wealth Solutions’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 Q2	$7.9M	Sell	131,617 -28,194	-18%	-$1.69M	0.18%	133
2025 Q1	$9.6M	Sell	159,811 -36,566	-19%	-$2.19M	0.12%	188
2024 Q4	$11.7M	Sell	196,377 -85,575	-30%	-$5.13M	0.13%	165
2024 Q3	$16.9M	Buy	281,952 +53,247	+23%	+$3.19M	0.18%	117
2024 Q2	$13.7M	Sell	228,705 -16,018	-7%	-$956K	0.15%	143
2024 Q1	$14.6M	Sell	244,723 -81,218	-25%	-$4.85M	0.16%	136
2023 Q4	$19.5M	Sell	325,941 -236,232	-42%	-$14.1M	0.24%	90
2023 Q3	$33.5M	Buy	562,173 +36,802	+7%	+$2.19M	0.47%	33
2023 Q2	$31.3M	Sell	525,371 -16,258	-3%	-$969K	0.43%	36
2023 Q1	$32.3M	Buy	541,629 +218,953	+68%	+$13M	0.48%	33
2022 Q4	$19.2M	Sell	322,676 -598,685	-65%	-$35.6M	0.31%	76
2022 Q3	$54.8M	Buy	921,361 +708,758	+333%	+$42.1M	0.95%	13
2022 Q2	$12.6M	Sell	212,603 -10,308	-5%	-$613K	0.24%	97
2022 Q1	$13.3M	Buy	+222,911	New	+$13.3M	0.22%	98

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Atria Wealth Solutions's FTSM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 18% in Q2 2025, selling an estimated $1.69M and leaving 131,617 shares worth $7.9M. The position accounts for 0.18% of the portfolio, ranked #133.

Atria Wealth Solutions first reported a position in FTSM in Q1 2022 and has held it in 14 quarters since. The position peaked at $54.8M in Q3 2022. 417 funds tracked by Wall St. Rank hold FTSM as of Q2 2025.

Atria Wealth Solutions held 131,617 shares of First Trust Enhanced Short Maturity ETF worth $7.9M as of Q2 2025.
Atria Wealth Solutions sold 28,194 First Trust Enhanced Short Maturity ETF shares in Q2 2025, an estimated $1.69M.
First Trust Enhanced Short Maturity ETF made up 0.18% of Atria Wealth Solutions's portfolio in Q2 2025, its #133 holding.
Atria Wealth Solutions first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's First Trust Enhanced Short Maturity ETF position peaked at $54.8M in Q3 2022.
417 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.