Capital Analysts LLC’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Capital Analysts LLC’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	$36K	Buy	603 +384	+175%	+$23K	﹤0.01%	1059
2026 Q1	$13K	Hold	219	–	–	﹤0.01%	1211
2025 Q4	$13K	Hold	219	–	–	﹤0.01%	1191
2025 Q3	$13K	Hold	219	–	–	﹤0.01%	1148
2025 Q2	$13K	Hold	219	–	–	﹤0.01%	1094
2025 Q1	$13K	Hold	219	–	–	﹤0.01%	1079
2024 Q4	$13K	Buy	219 +51	+30%	+$3.06K	﹤0.01%	1017
2024 Q3	$10K	Sell	168 -2,382	-93%	-$143K	﹤0.01%	1029
2024 Q2	$152K	Hold	2,550	–	–	0.01%	494
2024 Q1	$152K	Hold	2,550	–	–	0.01%	485
2023 Q4	$152K	Sell	2,550 -85	-3%	-$5.07K	0.01%	464
2023 Q3	$157K	Sell	2,635 -1,263	-32%	-$75.2K	0.01%	426
2023 Q2	$232K	Buy	3,898 +787	+25%	+$46.9K	0.01%	363
2023 Q1	$185K	Hold	3,111	–	–	0.01%	389
2022 Q4	$185K	Buy	3,111 +41	+1%	+$2.44K	0.01%	401
2022 Q3	$182K	Buy	+3,070	New	+$182K	0.01%	371

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

Capital Analysts LLC's FTSM Position: Q2 2026 in Review

Capital Analysts LLC increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 175% in Q2 2026, buying an estimated $23K and bringing the position to 603 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Capital Analysts LLC first reported a position in FTSM in Q3 2022 and has held it in 16 quarters since. The position peaked at $232K in Q2 2023. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Capital Analysts LLC held 603 shares of First Trust Enhanced Short Maturity ETF worth $36K as of Q2 2026.
Capital Analysts LLC bought 384 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $23K.
First Trust Enhanced Short Maturity ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1059 holding.
Capital Analysts LLC first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2022 and has held it in 16 quarters since.
Capital Analysts LLC's First Trust Enhanced Short Maturity ETF position peaked at $232K in Q2 2023.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.