Cerity Partners
FTSM icon

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

Cerity 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
Q1 		$562K Hold
9,402
– – ﹤0.01% 2214
2025
Q4 		$563K Sell
9,402
-43
-0.5% -$2.58K ﹤0.01% 2022
2025
Q3 		$566K Sell
9,445
-160,634
-94% -$9.64M ﹤0.01% 1896
2025
Q2 		$10.7M Sell
170,079
-7,585
-4% -$454K 0.02% 508
2025
Q1 		$10.6M Buy
177,664
+2,820
+2% +$169K 0.02% 474
2024
Q4 		$10.5M Sell
174,844
-21,269
-11% -$1.27M 0.02% 469
2024
Q3 		$11.7M Sell
196,113
-151
-0.1% -$9.04K 0.03% 447
2024
Q2 		$11.7M Sell
196,264
-333
-0.2% -$19.9K 0.03% 376
2024
Q1 		$11.7M Buy
196,597
+333
+0.2% +$19.9K 0.03% 416
2023
Q4 		$11.7M Sell
196,264
-71,854
-27% -$4.28M 0.04% 341
2023
Q3 		$15.9M Buy
+268,118
New +$16M 0.08% 221

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.16B AUM 23.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return