Cedrus Wealth Group LLC’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Cedrus Wealth Group 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	$8.65M	Buy	+144,864	New	+$8.67M	7.56%	2

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

Cedrus Wealth Group LLC's FTSM Position: Q2 2026 in Review

Cedrus Wealth Group LLC opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2026: 144,864 shares worth $8.65M. The stake represents 7.56% of the portfolio and ranks #2 among its holdings.

421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Cedrus Wealth Group LLC held 144,864 shares of First Trust Enhanced Short Maturity ETF worth $8.65M as of Q2 2026.
First Trust Enhanced Short Maturity ETF was a new Cedrus Wealth Group LLC position in Q2 2026.
First Trust Enhanced Short Maturity ETF made up 7.56% of Cedrus Wealth Group LLC's portfolio in Q2 2026, its #2 holding.
421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Cedrus Wealth Group LLC's 13F filing for Q2 2026, filed 30 Jul 2026.