BRWA
FTSM icon

B. Riley Wealth Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

B. Riley 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 		$2.28M Buy
38,081
+722
+2% +$43.2K 0.12% 164
2026
Q1 		$2.24M Buy
37,359
+535
+1% +$32.1K 0.14% 154
2025
Q4 		$2.21M Buy
36,824
+837
+2% +$50.2K 0.1% 193
2025
Q3 		$2.16M Buy
35,987
+1,280
+4% +$76.8K 0.1% 194
2025
Q2 		$2.08M Buy
34,707
+3,713
+12% +$222K 0.1% 202
2025
Q1 		$1.85M Sell
30,994
-6,455
-17% -$387K 0.05% 338
2024
Q4 		$2.24M Sell
37,449
-10,057
-21% -$602K 0.07% 258
2024
Q3 		$2.85M Sell
47,506
-10,721
-18% -$642K 0.08% 242
2024
Q2 		$3.48M Sell
58,227
-83,560
-59% -$4.99M 0.09% 215
2024
Q1 		$8.46M Buy
141,787
+19,779
+16% +$1.18M 0.23% 88
2023
Q4 		$7.28M Sell
122,008
-19,779
-14% -$1.18M 0.2% 114
2023
Q3 		$8.46M Sell
141,787
-5,269
-4% -$314K 0.23% 88
2023
Q2 		$8.77M Buy
147,056
+43,622
+42% +$2.6M 0.2% 103
2023
Q1 		$6.17M Buy
103,434
+46,663
+82% +$2.78M 0.16% 142
2022
Q4 		$3.37M Buy
56,771
+10,216
+22% +$607K 0.09% 224
2022
Q3 		$2.76M Buy
46,555
+28,955
+165% +$1.72M 0.08% 238
2022
Q2 		$1.05M Buy
17,600
+984
+6% +$58.5K 0.04% 408
2022
Q1 		$990K Buy
16,616
+31
+0.2% +$1.85K 0.03% 493
2021
Q4 		$992K Sell
16,585
-140
-0.8% -$8.38K 0.03% 535
2021
Q3 		$1M Sell
16,725
-768
-4% -$46K 0.03% 518
2021
Q2 		$1.05M Sell
17,493
-413
-2% -$24.8K 0.03% 498
2021
Q1 		$1.07M Buy
17,906
+479
+3% +$28.7K 0.04% 460
2020
Q4 		$1.05M Sell
17,427
-294
-2% -$17.7K 0.06% 314
2020
Q3 		$1.06M Sell
17,721
-95
-0.5% -$5.71K 0.06% 300
2020
Q2 		$1.07M Buy
17,816
+2,990
+20% +$179K 0.07% 269
2020
Q1 		$876K Sell
14,826
-8,988
-38% -$538K 0.07% 258
2019
Q4 		$1.43M Buy
23,814
+9,142
+62% +$550K 0.12% 190
2019
Q3 		$882K Sell
14,672
-3,340
-19% -$201K 0.09% 242
2019
Q2 		$1.08M Sell
18,012
-2,869
-14% -$172K 0.12% 195
2019
Q1 		$1.25M Buy
20,881
+10,998
+111% +$660K 0.16% 149
2018
Q4 		$592K Sell
9,883
-3,162
-24% -$190K 0.08% 259
2018
Q3 		$783K Sell
13,045
-8,808
-40% -$529K 0.09% 231
2018
Q2 		$1.31M Buy
+21,853
New +$1.31M 0.17% 142

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

B. Riley Wealth Advisors's FTSM Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 1.9% in Q2 2026, buying an estimated $43.2K and bringing the position to 38,081 shares worth $2.28M. The position accounts for 0.12% of the portfolio, ranked #164.

B. Riley Wealth Advisors first reported a position in FTSM in Q2 2018 and has held it in 33 quarters since. The position peaked at $8.77M in Q2 2023. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • B. Riley Wealth Advisors held 38,081 shares of First Trust Enhanced Short Maturity ETF worth $2.28M as of Q2 2026.
  • B. Riley Wealth Advisors bought 722 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $43.2K.
  • First Trust Enhanced Short Maturity ETF made up 0.12% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #164 holding.
  • B. Riley Wealth Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2018 and has held it in 33 quarters since.
  • B. Riley Wealth Advisors's First Trust Enhanced Short Maturity ETF position peaked at $8.77M in Q2 2023.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.