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 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

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

Cambridge Advisors's FTSM Position: Q2 2026 in Review

Cambridge Advisors increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 63% in Q2 2026, buying an estimated $780K and bringing the position to 33,827 shares worth $2.02M. The position accounts for 0.35% of the portfolio, ranked #47.

Cambridge Advisors first reported a position in FTSM in Q4 2019 and has held it in 27 quarters since. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Cambridge Advisors held 33,827 shares of First Trust Enhanced Short Maturity ETF worth $2.02M as of Q2 2026.
Cambridge Advisors bought 13,023 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $780K.
First Trust Enhanced Short Maturity ETF made up 0.35% of Cambridge Advisors's portfolio in Q2 2026, its #47 holding.
Cambridge Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2019 and has held it in 27 quarters since.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.