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

Cambridge 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
Q3 		$2.51M Buy
42,200
+8,373
+25% +$501K 0.43% 39
2026
Q2 		$2.02M Buy
33,827
+13,023
+63% +$780K 0.35% 47
2026
Q1 		$1.24M Sell
20,804
-395
-2% -$23.7K 0.24% 70
2025
Q4 		$1.27M Buy
21,199
+2,503
+13% +$150K 0.24% 69
2025
Q3 		$1.12M Sell
18,696
-1,101
-6% -$66K 0.22% 69
2025
Q2 		$1.19M Sell
19,797
-228
-1% -$13.7K 0.25% 63
2025
Q1 		$1.2M Sell
20,025
-17
-0.1% -$1.02K 0.26% 65
2024
Q4 		$1.2M Buy
20,042
+3,008
+18% +$180K 0.27% 61
2024
Q3 		$1.02M Buy
17,034
+173
+1% +$10.4K 0.22% 73
2024
Q2 		$1M Buy
16,861
+173
+1% +$10.3K 0.23% 69
2024
Q1 		$995K Buy
16,688
+175
+1% +$10.5K 0.23% 71
2023
Q4 		$985K Buy
16,513
+175
+1% +$10.4K 0.25% 65
2023
Q3 		$971K Buy
16,338
+40
+0.2% +$2.38K 0.26% 65
2023
Q2 		$968K Buy
16,298
+206
+1% +$12.3K 0.25% 69
2023
Q1 		$958K Buy
16,092
+144
+0.9% +$8.58K 0.25% 68
2022
Q4 		$948K Buy
15,948
+1,539
+11% +$91.4K 0.25% 65
2022
Q3 		$855K Buy
14,409
+3,668
+34% +$218K 0.25% 69
2022
Q2 		$638K Sell
10,741
-4
-0% -$238 0.17% 95
2022
Q1 		$640K Sell
10,745
-1,076
-9% -$64.2K 0.15% 103
2021
Q4 		$707K Sell
11,821
-7
-0.1% -$419 0.16% 100
2021
Q3 		$709K Sell
11,828
-4,328
-27% -$259K 0.17% 90
2021
Q2 		$968K Sell
16,156
-2,345
-13% -$141K 0.23% 75
2021
Q1 		$1.11M Sell
18,501
-3,793
-17% -$228K 0.28% 64
2020
Q4 		$1.34M Sell
22,294
-940
-4% -$56.4K 0.36% 50
2020
Q3 		$1.39M Sell
23,234
-2,753
-11% -$165K 0.41% 38
2020
Q2 		$1.56M Sell
25,987
-110
-0.4% -$6.57K 0.49% 33
2020
Q1 		$1.54M Buy
26,097
+673
+3% +$40.3K 0.56% 29
2019
Q4 		$1.53M Buy
+25,424
New +$1.53M 0.47% 33

Other funds holding FTSM

BDFS Capital
BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Guided Capital Wealth Management
Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

Cambridge Advisors's FTSM Position: Q3 2026 in Review

Cambridge Advisors increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 25% in Q3 2026, buying an estimated $501K and bringing the position to 42,200 shares worth $2.51M. The position accounts for 0.43% of the portfolio, ranked #39.

Cambridge Advisors first reported a position in FTSM in Q4 2019 and has held it in 28 quarters since. 108 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

  • Cambridge Advisors held 42,200 shares of First Trust Enhanced Short Maturity ETF worth $2.51M as of Q3 2026.
  • Cambridge Advisors bought 8,373 First Trust Enhanced Short Maturity ETF shares in Q3 2026, an estimated $501K.
  • First Trust Enhanced Short Maturity ETF made up 0.43% of Cambridge Advisors's portfolio in Q3 2026, its #39 holding.
  • Cambridge Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2019 and has held it in 28 quarters since.
  • 108 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on Cambridge Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.