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Atwood & Palmer’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Atwood & Palmer’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 		$7.96K Hold
133
– – ﹤0.01% 382
2026
Q1 		$7.97K Hold
133
– – ﹤0.01% 388
2025
Q4 		$7.99K Hold
133
– – ﹤0.01% 398
2025
Q3 		$7.99K Sell
133
-267
-67% -$16K ﹤0.01% 401
2025
Q2 		$23.9K Sell
400
-5,950
-94% -$356K ﹤0.01% 302
2025
Q1 		$380K Sell
6,350
-6,100
-49% -$365K 0.03% 120
2024
Q4 		$744K Sell
12,450
-425
-3% -$25.5K 0.05% 94
2024
Q3 		$771K Hold
12,875
– – 0.05% 94
2024
Q2 		$767K Sell
12,875
-100
-0.8% -$5.97K 0.06% 87
2024
Q1 		$774K Sell
12,975
-5,700
-31% -$341K 0.06% 90
2023
Q4 		$1.11M Hold
18,675
– – 0.09% 77
2023
Q3 		$1.11M Sell
18,675
-34,275
-65% -$2.04M 0.1% 71
2023
Q2 		$3.15M Buy
52,950
+950
+2% +$56.6K 0.28% 61
2023
Q1 		$3.09M Buy
52,000
+825
+2% +$49.1K 0.29% 62
2022
Q4 		$3.04M Buy
51,175
+9,825
+24% +$584K 0.27% 67
2022
Q3 		$2.45M Buy
41,350
+29,375
+245% +$1.75M 0.24% 65
2022
Q2 		$711K Sell
11,975
-200
-2% -$11.9K 0.07% 93
2022
Q1 		$725K Sell
12,175
-10,050
-45% -$600K 0.06% 93
2021
Q4 		$1.33M Buy
22,225
+8,925
+67% +$534K 0.11% 76
2021
Q3 		$797K Buy
13,300
+5,700
+75% +$342K 0.07% 85
2021
Q2 		$456K Buy
7,600
+750
+11% +$45K 0.04% 114
2021
Q1 		$411K Sell
6,850
-1,200
-15% -$72K 0.04% 118
2020
Q4 		$483K Buy
+8,050
New +$483K 0.05% 97

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

Atwood & Palmer's FTSM Position: Q2 2026 in Review

Atwood & Palmer held its First Trust Enhanced Short Maturity ETF (FTSM) position steady in Q2 2026 at 133 shares worth $7.96K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Atwood & Palmer first reported a position in FTSM in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.15M in Q2 2023. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Atwood & Palmer held 133 shares of First Trust Enhanced Short Maturity ETF worth $7.96K as of Q2 2026.
  • Atwood & Palmer left its First Trust Enhanced Short Maturity ETF share count unchanged in Q2 2026.
  • First Trust Enhanced Short Maturity ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #382 holding.
  • Atwood & Palmer first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2020 and has held it in 23 quarters since.
  • Atwood & Palmer's First Trust Enhanced Short Maturity ETF position peaked at $3.15M in Q2 2023.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.