Caitlin John’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Caitlin John’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	$1.5K	Hold	25	–	–	﹤0.01%	748
2025 Q4	$1.5K	Hold	25	–	–	﹤0.01%	753
2025 Q3	$1.5K	Buy	+25	New	+$1.5K	﹤0.01%	727
2025 Q1	–	Sell	-25	Closed	-$1.49K	–	364
2024 Q4	$1.49K	Hold	25	–	–	﹤0.01%	693
2024 Q3	$1.5K	Hold	25	–	–	﹤0.01%	691
2024 Q2	$1.49K	Hold	25	–	–	﹤0.01%	684
2024 Q1	$1.49K	Hold	25	–	–	﹤0.01%	719
2023 Q4	$1.49K	Buy	+25	New	+$1.49K	﹤0.01%	723

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

Caitlin John's FTSM Position: Q1 2026 in Review

Caitlin John held its First Trust Enhanced Short Maturity ETF (FTSM) position steady in Q1 2026 at 25 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Caitlin John first reported a position in FTSM in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.5K in Q4 2025. 425 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

Caitlin John held 25 shares of First Trust Enhanced Short Maturity ETF worth $1.5K as of Q1 2026.
Caitlin John left its First Trust Enhanced Short Maturity ETF share count unchanged in Q1 2026.
First Trust Enhanced Short Maturity ETF made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #748 holding.
Caitlin John first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's First Trust Enhanced Short Maturity ETF position peaked at $1.5K in Q4 2025.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.