Certified Advisory Corp’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Certified Advisory Corp’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	–	Sell	-6,842	Closed	-$410K	–	324
2025 Q4	$410K	Buy	6,842 +30	+0.4%	+$1.8K	0.04%	227
2025 Q3	$408K	Buy	6,812 +23	+0.3%	+$1.38K	0.04%	232
2025 Q2	$406K	Buy	6,789 +23	+0.3%	+$1.38K	0.04%	222
2025 Q1	$405K	Sell	6,766 -334	-5%	-$20K	0.05%	211
2024 Q4	$424K	Buy	7,100 +33	+0.5%	+$1.98K	0.05%	211
2024 Q3	$423K	Buy	7,067 +25	+0.4%	+$1.5K	0.05%	211
2024 Q2	$420K	Buy	7,042 +25	+0.4%	+$1.49K	0.05%	198
2024 Q1	$418K	Buy	7,017 +17	+0.2%	+$1.02K	0.06%	184
2023 Q4	$418K	Hold	7,000	–	–	0.06%	185
2023 Q3	$416K	Hold	7,000	–	–	0.08%	164
2023 Q2	$416K	Buy	7,000 +1,000	+17%	+$59.6K	0.08%	164
2023 Q1	$357K	Sell	6,000 -1,000	-14%	-$59.6K	0.06%	180
2022 Q4	$416K	Buy	+7,000	New	+$416K	0.08%	172

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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

Certified Advisory Corp's FTSM Position: Q1 2026 in Review

Certified Advisory Corp sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2026, closing a stake of 6,842 shares — an estimated $410K sold.

Certified Advisory Corp first reported a position in FTSM in Q4 2022 and held it in 13 quarters. The position peaked at $424K in Q4 2024. 429 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

Certified Advisory Corp reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2026 after selling out during the quarter.
Certified Advisory Corp sold 6,842 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $410K.
Certified Advisory Corp first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and held it in 13 quarters.
Certified Advisory Corp's First Trust Enhanced Short Maturity ETF position peaked at $424K in Q4 2024.
429 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on Certified Advisory Corp's 13F filing for Q1 2026, filed 17 Apr 2026.