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Cherry Creek Investment Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Cherry Creek Investment Advisors’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 		$338K Sell
5,665
-50
-0.9% -$2.99K 0.13% 93
2026
Q1 		$342K Buy
5,715
+33
+0.6% +$1.98K 0.15% 90
2025
Q4 		$341K Buy
5,682
+895
+19% +$53.7K 0.15% 85
2025
Q3 		$287K Sell
4,787
-1,130
-19% -$67.8K 0.12% 94
2025
Q2 		$354K Sell
5,917
-492
-8% -$29.5K 0.17% 77
2025
Q1 		$384K Sell
6,409
-2,749
-30% -$165K 0.2% 72
2024
Q4 		$547K Sell
9,158
-536
-6% -$32.1K 0.27% 54
2024
Q3 		$580K Sell
9,694
-1,372
-12% -$82.2K 0.3% 50
2024
Q2 		$660K Buy
11,066
+618
+6% +$36.9K 0.34% 47
2024
Q1 		$623K Sell
10,448
-101,079
-91% -$6.04M 0.34% 50
2023
Q4 		$6.65M Sell
111,527
-5,559
-5% -$331K 4.06% 8
2023
Q3 		$6.96M Sell
117,086
-21,076
-15% -$1.26M 4.72% 7
2023
Q2 		$8.21M Sell
138,162
-9,169
-6% -$546K 5.52% 4
2023
Q1 		$8.77M Sell
147,331
-15,796
-10% -$941K 6.43% 2
2022
Q4 		$9.7M Buy
163,127
+50,233
+44% +$2.98M 7.52% 1
2022
Q3 		$6.7M Buy
112,894
+31,384
+39% +$1.87M 5.55% 5
2022
Q2 		$4.84M Buy
81,510
+72,730
+828% +$4.33M 3.9% 9
2022
Q1 		$523K Buy
+8,780
New +$524K 0.34% 56

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cherry Creek Investment Advisors's FTSM Position: Q2 2026 in Review

Cherry Creek Investment Advisors reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.87% in Q2 2026, selling an estimated $2.99K and leaving 5,665 shares worth $338K. The position accounts for 0.13% of the portfolio, ranked #93.

Cherry Creek Investment Advisors first reported a position in FTSM in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.7M in Q4 2022. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Cherry Creek Investment Advisors held 5,665 shares of First Trust Enhanced Short Maturity ETF worth $338K as of Q2 2026.
  • Cherry Creek Investment Advisors sold 50 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $2.99K.
  • First Trust Enhanced Short Maturity ETF made up 0.13% of Cherry Creek Investment Advisors's portfolio in Q2 2026, its #93 holding.
  • Cherry Creek Investment Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2022 and has held it in 18 quarters since.
  • Cherry Creek Investment Advisors's First Trust Enhanced Short Maturity ETF position peaked at $9.7M in Q4 2022.
  • 421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.