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

Blue Trust 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	–	Sell	-1	Closed	-$38	–	2531
2026 Q1	$38	Sell	1 -771	-100%	-$46.2K	﹤0.01%	2474
2025 Q4	$46.2K	Buy	+772	New	+$46.3K	﹤0.01%	1393
2023 Q4	–	Sell	-4,174	Closed	-$248K	–	2570
2023 Q3	$248K	Hold	4,174	–	–	﹤0.01%	379
2023 Q2	$248K	Sell	4,174 -193	-4%	-$11.5K	﹤0.01%	335
2023 Q1	$260K	Buy	4,367 +193	+5%	+$11.5K	﹤0.01%	456
2022 Q4	$248K	Hold	4,174	–	–	﹤0.01%	394
2022 Q3	$248K	Buy	+4,174	New	+$248K	﹤0.01%	310

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

Blue Trust Inc's FTSM Position: Q2 2026 in Review

Blue Trust Inc sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2026, closing a stake of 1 share — an estimated $38 sold.

Blue Trust Inc first reported a position in FTSM in Q3 2022 and held it in 7 quarters. The position peaked at $260K in Q1 2023. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Blue Trust Inc reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2026 after selling out during the quarter.
Blue Trust Inc sold 1 First Trust Enhanced Short Maturity ETF share in Q2 2026, an estimated $38.
Blue Trust Inc first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2022 and held it in 7 quarters.
Blue Trust Inc's First Trust Enhanced Short Maturity ETF position peaked at $260K in Q1 2023.
421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.