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Benjamin Edwards Inc’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Benjamin Edwards Inc’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 		$4.26M Buy
71,336
+20,327
+40% +$1.22M 0.04% 388
2026
Q1 		$3.05M Sell
51,009
-1,555
-3% -$93.3K 0.03% 433
2025
Q4 		$3.15M Sell
52,564
-6,957
-12% -$417K 0.03% 400
2025
Q3 		$3.57M Sell
59,521
-26,472
-31% -$1.59M 0.04% 369
2025
Q2 		$5.15M Sell
85,993
-259
-0.3% -$15.5K 0.07% 273
2025
Q1 		$5.16M Buy
86,252
+15,360
+22% +$920K 0.07% 258
2024
Q4 		$4.24M Sell
70,892
-2,101
-3% -$126K 0.06% 287
2024
Q3 		$4.37M Buy
72,993
+71,562
+5,001% +$4.29M 0.06% 284
2024
Q2 		$85K Sell
1,431
-589
-29% -$35.2K 0.02% 443
2024
Q1 		$120K Sell
2,020
-1,465
-42% -$87.6K 0.02% 400
2023
Q4 		$208K Buy
3,485
+8
+0.2% +$477 0.05% 315
2023
Q3 		$207K Buy
3,477
+114
+3% +$6.79K 0.05% 276
2023
Q2 		$200K Buy
3,363
+1,254
+59% +$74.7K 0.05% 276
2023
Q1 		$126K Buy
+2,109
New +$126K 0.03% 339
2021
Q2 		– Sell
-55
Closed -$3K – 417
2021
Q1 		$3K Sell
55
-268
-83% -$16.1K ﹤0.01% 364
2020
Q4 		$19K Sell
323
-44
-12% -$2.64K 0.01% 300
2020
Q3 		$22K Buy
367
+279
+317% +$16.8K 0.02% 278
2020
Q2 		$5K Sell
88
-119
-57% -$7.11K ﹤0.01% 340
2020
Q1 		$12K Buy
+207
New +$12.4K 0.01% 270

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

Benjamin Edwards Inc's FTSM Position: Q2 2026 in Review

Benjamin Edwards Inc increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 40% in Q2 2026, buying an estimated $1.22M and bringing the position to 71,336 shares worth $4.26M. The position accounts for 0.04% of the portfolio, ranked #388.

Benjamin Edwards Inc first reported a position in FTSM in Q1 2020 and has held it in 19 quarters since. The position peaked at $5.16M in Q1 2025. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Benjamin Edwards Inc held 71,336 shares of First Trust Enhanced Short Maturity ETF worth $4.26M as of Q2 2026.
  • Benjamin Edwards Inc bought 20,327 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $1.22M.
  • First Trust Enhanced Short Maturity ETF made up 0.04% of Benjamin Edwards Inc's portfolio in Q2 2026, its #388 holding.
  • Benjamin Edwards Inc first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2020 and has held it in 19 quarters since.
  • Benjamin Edwards Inc's First Trust Enhanced Short Maturity ETF position peaked at $5.16M in Q1 2025.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.