Brown Financial Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Brown Financial 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
2026 Q2	$1.41M	Buy	23,620 +816	+4%	+$48.8K	0.49%	63
2026 Q1	$1.36M	Sell	22,804 -1,077	-5%	-$64.6K	0.52%	60
2025 Q4	$1.43M	Sell	23,881 -399	-2%	-$23.9K	0.52%	64
2025 Q3	$1.45M	Buy	24,280 +8,719	+56%	+$523K	0.54%	66
2025 Q2	$932K	Sell	15,561 -244	-2%	-$14.6K	0.36%	91
2025 Q1	$946K	Sell	15,805 -9,294	-37%	-$557K	0.39%	85
2024 Q4	$1.5M	Sell	25,099 -5,019	-17%	-$301K	0.6%	50
2024 Q3	$1.8M	Buy	30,118 +1,348	+5%	+$80.7K	0.74%	42
2024 Q2	$1.71M	Buy	+28,770	New	+$1.72M	0.77%	38

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

Brown Financial Advisors's FTSM Position: Q2 2026 in Review

Brown Financial Advisors increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 3.6% in Q2 2026, buying an estimated $48.8K and bringing the position to 23,620 shares worth $1.41M. The position accounts for 0.49% of the portfolio, ranked #63.

Brown Financial Advisors first reported a position in FTSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.8M in Q3 2024. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Brown Financial Advisors held 23,620 shares of First Trust Enhanced Short Maturity ETF worth $1.41M as of Q2 2026.
Brown Financial Advisors bought 816 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $48.8K.
First Trust Enhanced Short Maturity ETF made up 0.49% of Brown Financial Advisors's portfolio in Q2 2026, its #63 holding.
Brown Financial Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2024 and has held it in 9 quarters since.
Brown Financial Advisors's First Trust Enhanced Short Maturity ETF position peaked at $1.8M in Q3 2024.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.