Authentikos Wealth Advisory’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Authentikos Wealth Advisory’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	$1.48M	Sell	24,751 -2,818	-10%	-$169K	0.94%	29
2026 Q1	$1.65M	Sell	27,569 -4,520	-14%	-$271K	1.11%	26
2025 Q4	$1.92M	Sell	32,089 -3,001	-9%	-$180K	1.27%	28
2025 Q3	$2.1M	Sell	35,090 -607	-2%	-$36.4K	1.39%	27
2025 Q2	$2.14M	Buy	35,697 +19,467	+120%	+$1.17M	1.49%	25
2025 Q1	$971K	Buy	16,230 +11,528	+245%	+$690K	0.76%	34
2024 Q4	$281K	Buy	4,702 +2,641	+128%	+$158K	0.28%	63
2024 Q3	$123K	Sell	2,061 -122,697	-98%	-$7.35M	0.12%	81
2024 Q2	$4.07M	Buy	124,758 +108,172	+652%	+$6.46M	3.94%	9
2024 Q1	$989K	Buy	16,586 +1,357	+9%	+$81.1K	0.99%	25
2023 Q4	$909K	Sell	15,229 -391	-3%	-$23.3K	0.96%	24
2023 Q3	$928K	Sell	15,620 -1,269	-8%	-$75.6K	0.9%	28
2023 Q2	$1M	Buy	16,889 +11,736	+228%	+$699K	0.95%	27
2023 Q1	$306K	Buy	+5,153	New	+$307K	0.31%	50

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

Authentikos Wealth Advisory's FTSM Position: Q2 2026 in Review

Authentikos Wealth Advisory reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 10% in Q2 2026, selling an estimated $169K and leaving 24,751 shares worth $1.48M. The position accounts for 0.94% of the portfolio, ranked #29.

Authentikos Wealth Advisory first reported a position in FTSM in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.07M in Q2 2024. 424 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Authentikos Wealth Advisory held 24,751 shares of First Trust Enhanced Short Maturity ETF worth $1.48M as of Q2 2026.
Authentikos Wealth Advisory sold 2,818 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $169K.
First Trust Enhanced Short Maturity ETF made up 0.94% of Authentikos Wealth Advisory's portfolio in Q2 2026, its #29 holding.
Authentikos Wealth Advisory first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2023 and has held it in 14 quarters since.
Authentikos Wealth Advisory's First Trust Enhanced Short Maturity ETF position peaked at $4.07M in Q2 2024.
424 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Authentikos Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.