BFS
FTSM icon

Burkett Financial Services’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Burkett Financial Services’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
Q2 		– Sell
-304
Closed -$18.2K – 233
2025
Q1 		$18.2K Buy
+304
New +$18.2K 0.01% 141

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Burkett Financial Services's FTSM Position: Q2 2025 in Review

Burkett Financial Services sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2025, closing a stake of 304 shares — an estimated $18.2K sold.

Burkett Financial Services first reported a position in FTSM in Q1 2025 and held it in 1 quarter. The position peaked at $18.2K in Q1 2025. 417 funds tracked by Wall St. Rank hold FTSM as of Q2 2025.

  • Burkett Financial Services reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2025 after selling out during the quarter.
  • Burkett Financial Services sold 304 First Trust Enhanced Short Maturity ETF shares in Q2 2025, an estimated $18.2K.
  • Burkett Financial Services first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2025 and held it in 1 quarter.
  • Burkett Financial Services's First Trust Enhanced Short Maturity ETF position peaked at $18.2K in Q1 2025.
  • 417 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2025.

Based on Burkett Financial Services's 13F filing for Q2 2025, filed 1 Jul 2025.