Brady Family Wealth’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Brady Family Wealth’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	$296K	Sell	4,953 -1	-0%	-$60	0.09%	97
2026 Q1	$296K	Sell	4,954 -67	-1%	-$4.02K	0.09%	92
2025 Q4	$301K	Sell	5,021 -269	-5%	-$16.1K	0.09%	92
2025 Q3	$317K	Hold	5,290	–	–	0.1%	92
2025 Q2	$317K	Hold	5,290	–	–	0.1%	94
2025 Q1	$317K	Buy	+5,290	New	+$317K	0.1%	94
2024 Q4	–	Sell	-4,156	Closed	-$249K	–	117
2024 Q3	$249K	Hold	4,156	–	–	0.07%	112
2024 Q2	$248K	Buy	4,156 +83	+2%	+$4.96K	0.08%	105
2024 Q1	$243K	Buy	+4,073	New	+$243K	0.08%	110

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

Brady Family Wealth's FTSM Position: Q2 2026 in Review

Brady Family Wealth reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.02% in Q2 2026, selling an estimated $60 and leaving 4,953 shares worth $296K. The position accounts for 0.09% of the portfolio, ranked #97.

Brady Family Wealth first reported a position in FTSM in Q1 2024 and has held it in 9 quarters since. The position peaked at $317K in Q3 2025. 424 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Brady Family Wealth held 4,953 shares of First Trust Enhanced Short Maturity ETF worth $296K as of Q2 2026.
Brady Family Wealth sold 1 First Trust Enhanced Short Maturity ETF share in Q2 2026, an estimated $60.
First Trust Enhanced Short Maturity ETF made up 0.09% of Brady Family Wealth's portfolio in Q2 2026, its #97 holding.
Brady Family Wealth first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2024 and has held it in 9 quarters since.
Brady Family Wealth's First Trust Enhanced Short Maturity ETF position peaked at $317K in Q3 2025.
424 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.