Cetera Investment Advisers
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Cetera Investment Advisers’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Cetera Investment Advisers’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 		$94.3M Sell
1,577,404
-211,446
-12% -$12.7M 0.1% 193
2025
Q4 		$107M Buy
1,788,850
+9,122
+0.5% +$547K 0.12% 164
2025
Q3 		$107M Buy
1,779,728
+395,992
+29% +$23.8M 0.12% 147
2025
Q2 		$82.8M Sell
1,383,736
-63,949
-4% -$3.83M 0.14% 146
2025
Q1 		$86.6M Sell
1,447,685
-84,364
-6% -$5.05M 0.17% 116
2024
Q4 		$91.6M Buy
1,532,049
+151,617
+11% +$9.08M 0.19% 103
2024
Q3 		$82.6M Sell
1,380,432
-58,845
-4% -$3.52M 0.18% 114
2024
Q2 		$85.8M Sell
1,439,277
-173,585
-11% -$10.4M 0.2% 99
2024
Q1 		$96.2M Buy
1,612,862
+1,321,695
+454% +$79M 0.23% 87
2023
Q4 		$17.4M Sell
291,167
-66,127
-19% -$3.94M 0.14% 139
2023
Q3 		$21.2M Sell
357,294
-33,998
-9% -$2.03M 0.18% 106
2023
Q2 		$23.2M Buy
391,292
+11,149
+3% +$664K 0.2% 95
2023
Q1 		$22.6M Buy
380,143
+121,964
+47% +$7.26M 0.2% 96
2022
Q4 		$15.3M Buy
258,179
+66,025
+34% +$3.92M 0.14% 140
2022
Q3 		$11.4M Buy
192,154
+9,290
+5% +$552K 0.23% 94
2022
Q2 		$10.9M Sell
182,864
-10,852
-6% -$646K 0.17% 122
2022
Q1 		$11.5M Sell
193,716
-16,420
-8% -$980K 0.17% 129
2021
Q4 		$12.6M Sell
210,136
-120,638
-36% -$7.22M 0.18% 121
2021
Q3 		$19.8M Buy
330,774
+48,454
+17% +$2.9M 0.32% 58
2021
Q2 		$16.9M Sell
282,320
-64,744
-19% -$3.88M 0.27% 75
2021
Q1 		$20.8M Buy
347,064
+5,410
+2% +$325K 0.41% 48
2020
Q4 		$20.5M Buy
341,654
+315,152
+1,189% +$18.9M 0.41% 49
2020
Q3 		$1.59M Sell
26,502
-4,404
-14% -$265K 0.13% 187
2020
Q2 		$1.85M Buy
30,906
+395
+1% +$23.6K 0.17% 151
2020
Q1 		$1.8M Buy
30,511
+2,009
+7% +$120K 0.22% 121
2019
Q4 		$1.72M Buy
28,502
+16,677
+141% +$1M 0.17% 146
2019
Q3 		$712K Sell
11,825
-3,397
-22% -$204K 0.09% 241
2019
Q2 		$914K Sell
15,222
-21,732
-59% -$1.31M 0.12% 190
2019
Q1 		$2.21M Sell
36,954
-13,369
-27% -$802K 0.31% 88
2018
Q4 		$3.01M Buy
50,323
+16,605
+49% +$996K 0.49% 50
2018
Q3 		$2.02M Sell
33,718
-13,670
-29% -$821K 0.29% 92
2018
Q2 		$2.84M Sell
47,388
-18,231
-28% -$1.09M 0.5% 49
2018
Q1 		$3.93M Buy
65,619
+49,087
+297% +$2.95M 0.74% 30
2017
Q4 		$991K Buy
+16,532
New +$992K 0.18% 146
2017
Q3 		– Sell
-4,585
Closed -$275K – 401
2017
Q2 		$275K Buy
+4,585
New +$275K 0.07% 315

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers's FTSM Position: Q1 2026 in Review

Cetera Investment Advisers reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 12% in Q1 2026, selling an estimated $12.7M and leaving 1,577,404 shares worth $94.3M. The position accounts for 0.1% of the portfolio, ranked #193.

Cetera Investment Advisers first reported a position in FTSM in Q2 2017 and has held it in 35 quarters since. The position peaked at $107M in Q4 2025. 425 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

  • Cetera Investment Advisers held 1,577,404 shares of First Trust Enhanced Short Maturity ETF worth $94.3M as of Q1 2026.
  • Cetera Investment Advisers sold 211,446 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $12.7M.
  • First Trust Enhanced Short Maturity ETF made up 0.1% of Cetera Investment Advisers's portfolio in Q1 2026, its #193 holding.
  • Cetera Investment Advisers first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2017 and has held it in 35 quarters since.
  • Cetera Investment Advisers's First Trust Enhanced Short Maturity ETF position peaked at $107M in Q4 2025.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.