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 Q2	$562K	Hold	9,402	–	–	﹤0.01%	2355
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 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

Cerity Partners's FTSM Position: Q2 2026 in Review

Cerity Partners held its First Trust Enhanced Short Maturity ETF (FTSM) position steady in Q2 2026 at 9,402 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #2355.

Cerity Partners first reported a position in FTSM in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.9M in Q3 2023. 424 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Cerity Partners held 9,402 shares of First Trust Enhanced Short Maturity ETF worth $562K as of Q2 2026.
Cerity Partners left its First Trust Enhanced Short Maturity ETF share count unchanged in Q2 2026.
First Trust Enhanced Short Maturity ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2355 holding.
Cerity Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2023 and has held it in 12 quarters since.
Cerity Partners's First Trust Enhanced Short Maturity ETF position peaked at $15.9M in Q3 2023.
424 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.