Cary Street Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Cary Street Partners’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	$955K	Buy	15,988 +4,504	+39%	+$270K	0.02%	504
2026 Q1	$687K	Sell	11,484 -13,572	-54%	-$814K	0.02%	519
2025 Q4	$1.5M	Buy	25,056 +13,084	+109%	+$785K	0.04%	366
2025 Q3	$717K	Sell	11,972 -15,131	-56%	-$908K	0.02%	501
2025 Q2	$1.62M	Buy	27,103 +5,687	+27%	+$341K	0.05%	341
2025 Q1	$1.28M	Buy	21,416 +15,888	+287%	+$952K	0.04%	350
2024 Q4	$330K	Buy	+5,528	New	+$331K	0.01%	599

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

Cary Street Partners's FTSM Position: Q2 2026 in Review

Cary Street Partners increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 39% in Q2 2026, buying an estimated $270K and bringing the position to 15,988 shares worth $955K. The position accounts for 0.02% of the portfolio, ranked #504.

Cary Street Partners first reported a position in FTSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q2 2025. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Cary Street Partners held 15,988 shares of First Trust Enhanced Short Maturity ETF worth $955K as of Q2 2026.
Cary Street Partners bought 4,504 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $270K.
First Trust Enhanced Short Maturity ETF made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #504 holding.
Cary Street Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's First Trust Enhanced Short Maturity ETF position peaked at $1.62M in Q2 2025.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.