BlueChip Wealth Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

BlueChip 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
2025 Q3	–	Sell	-35,509	Closed	-$2.13M	–	165
2025 Q2	$2.13M	Sell	35,509 -425	-1%	-$25.5K	0.95%	27
2025 Q1	$2.15M	Sell	35,934 -99	-0.3%	-$5.93K	1.06%	24
2024 Q4	$2.15M	Buy	36,033 +4,638	+15%	+$278K	1.19%	21
2024 Q3	$1.88M	Sell	31,395 -1,268	-4%	-$75.9K	0.98%	27
2024 Q2	$1.95M	Sell	32,663 -3,345	-9%	-$200K	1.15%	24
2024 Q1	$2.15M	Sell	36,008 -14	-0%	-$837	1.38%	20
2023 Q4	$2.15M	Buy	+36,022	New	+$2.15M	1.51%	15

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BlueChip Wealth Advisors's FTSM Position: Q3 2025 in Review

BlueChip Wealth Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2025, closing a stake of 35,509 shares — an estimated $2.13M sold.

BlueChip Wealth Advisors first reported a position in FTSM in Q4 2023 and held it in 7 quarters. The position peaked at $2.15M in Q4 2024. 400 funds tracked by Wall St. Rank hold FTSM as of Q3 2025.

BlueChip Wealth Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2025 after selling out during the quarter.
BlueChip Wealth Advisors sold 35,509 First Trust Enhanced Short Maturity ETF shares in Q3 2025, an estimated $2.13M.
BlueChip Wealth Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2023 and held it in 7 quarters.
BlueChip Wealth Advisors's First Trust Enhanced Short Maturity ETF position peaked at $2.15M in Q4 2024.
400 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2025.

Based on BlueChip Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.