Bramshill Investments’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Bramshill Investments’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 Q1	$39.2M	Buy	+655,802	New	+$39.3M	3.38%	11
2025 Q3	–	Sell	-1,379,695	Closed	-$82.6M	–	159
2025 Q2	$82.6M	Sell	1,379,695 -418,952	-23%	-$25.1M	8.64%	5
2025 Q1	$108M	Buy	1,798,647 +164,416	+10%	+$9.85M	10.99%	3
2024 Q4	$97.7M	Buy	1,634,231 +155,249	+10%	+$9.3M	15.35%	2
2024 Q3	$88.5M	Buy	1,478,982 +189,268	+15%	+$11.3M	9.7%	4
2024 Q2	$76.9M	Buy	1,289,714 +163,941	+15%	+$9.79M	8.36%	3
2024 Q1	$67.1M	Buy	1,125,773 +980,649	+676%	+$58.6M	7.9%	4
2023 Q4	$8.66M	Buy	+145,124	New	+$8.65M	0.85%	19

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bramshill Investments's FTSM Position: Q1 2026 in Review

Bramshill Investments opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2026: 655,802 shares worth $39.2M. The stake represents 3.38% of the portfolio and ranks #11 among its holdings. This is a return to the name: Bramshill Investments previously reported a position in FTSM as recently as Q2 2025.

Bramshill Investments first reported a position in FTSM in Q4 2023 and has held it in 8 quarters since. The position peaked at $108M in Q1 2025. 425 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

Bramshill Investments held 655,802 shares of First Trust Enhanced Short Maturity ETF worth $39.2M as of Q1 2026.
First Trust Enhanced Short Maturity ETF was a new Bramshill Investments position in Q1 2026.
First Trust Enhanced Short Maturity ETF made up 3.38% of Bramshill Investments's portfolio in Q1 2026, its #11 holding.
Bramshill Investments first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2023 and has held it in 8 quarters since.
Bramshill Investments's First Trust Enhanced Short Maturity ETF position peaked at $108M in Q1 2025.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on Bramshill Investments's 13F filing for Q1 2026, filed 15 May 2026.