Balboa Wealth Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History
Bought
Maintained
Sold
Other funds holding FTSM
CIA
CAG
Balboa Wealth Partners's FTSM Position: Q1 2026 in Review
Balboa Wealth Partners increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 564% in Q1 2026, buying an estimated $15.5M and bringing the position to 304,852 shares worth $18.2M. The position accounts for 3.06% of the portfolio, ranked #4.
Balboa Wealth Partners first reported a position in FTSM in Q3 2022 and has held it in 13 quarters since. 425 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.
- Balboa Wealth Partners held 304,852 shares of First Trust Enhanced Short Maturity ETF worth $18.2M as of Q1 2026.
- Balboa Wealth Partners bought 258,957 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $15.5M.
- First Trust Enhanced Short Maturity ETF made up 3.06% of Balboa Wealth Partners's portfolio in Q1 2026, its #4 holding.
- Balboa Wealth Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2022 and has held it in 13 quarters since.
- 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.
Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.