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BBR Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

BBR Partners’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
Q4 		– Sell
-3,829
Closed -$229K – 275
2025
Q3 		$229K Buy
+3,829
New +$230K 0.01% 237

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BBR Partners's FTSM Position: Q4 2025 in Review

BBR Partners sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2025, closing a stake of 3,829 shares — an estimated $229K sold.

BBR Partners first reported a position in FTSM in Q3 2025 and held it in 1 quarter. The position peaked at $229K in Q3 2025. 401 funds tracked by Wall St. Rank hold FTSM as of Q4 2025.

  • BBR Partners reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2025 after selling out during the quarter.
  • BBR Partners sold 3,829 First Trust Enhanced Short Maturity ETF shares in Q4 2025, an estimated $229K.
  • BBR Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2025 and held it in 1 quarter.
  • BBR Partners's First Trust Enhanced Short Maturity ETF position peaked at $229K in Q3 2025.
  • 401 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2025.

Based on BBR Partners's 13F filing for Q4 2025, filed 11 Feb 2026.