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Chicago Partners Investment Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Chicago Partners Investment Group’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 		$1.67M Buy
27,856
+1,980
+8% +$119K 0.03% 423
2026
Q1 		$1.55M Buy
25,876
+3,262
+14% +$196K 0.03% 398
2025
Q4 		$1.36M Sell
22,614
-4,517
-17% -$271K 0.03% 381
2025
Q3 		$1.63M Buy
27,131
+1,813
+7% +$109K 0.04% 315
2025
Q2 		$1.52M Buy
25,318
+273
+1% +$16.4K 0.04% 312
2025
Q1 		$1.5M Sell
25,045
-243
-1% -$14.6K 0.05% 283
2024
Q4 		$1.51M Buy
25,288
+2,189
+9% +$131K 0.05% 271
2024
Q3 		$1.39M Sell
23,099
-6,931
-23% -$415K 0.05% 275
2024
Q2 		$1.8M Sell
30,030
-279
-0.9% -$16.7K 0.07% 226
2024
Q1 		$1.81M Buy
30,309
+2,217
+8% +$132K 0.08% 219
2023
Q4 		$1.68M Sell
28,092
-2,102
-7% -$125K 0.08% 223
2023
Q3 		$1.8M Sell
30,194
-284
-0.9% -$16.9K 0.1% 203
2023
Q2 		$1.81M Sell
30,478
-429
-1% -$25.6K 0.09% 206
2023
Q1 		$1.84M Sell
30,907
-2,365
-7% -$141K 0.11% 184
2022
Q4 		$1.98M Sell
33,272
-533
-2% -$31.7K 0.12% 165
2022
Q3 		$2.01M Sell
33,805
-2,758
-8% -$164K 0.14% 144
2022
Q2 		$2.17M Sell
36,563
-2,652
-7% -$158K 0.16% 128
2022
Q1 		$2.33M Buy
39,215
+6,662
+20% +$398K 0.18% 115
2021
Q4 		$1.94M Sell
32,553
-8,897
-21% -$533K 0.14% 145
2021
Q3 		$2.48M Buy
41,450
+3,524
+9% +$211K 0.17% 121
2021
Q2 		$2.27M Sell
37,926
-981
-3% -$58.8K 0.17% 118
2021
Q1 		$2.33M Sell
38,907
-5,252
-12% -$315K 0.19% 102
2020
Q4 		$2.65M Buy
44,159
+2,637
+6% +$158K 0.25% 79
2020
Q3 		$2.49M Buy
41,522
+4,029
+11% +$242K 0.3% 58
2020
Q2 		$2.25M Buy
37,493
+17,506
+88% +$1.05M 0.28% 58
2020
Q1 		$1.19M Sell
19,987
-5,079
-20% -$304K 0.18% 95
2019
Q4 		$1.51M Buy
25,066
+1,351
+6% +$81.2K 0.19% 89
2019
Q3 		$1.43M Sell
23,715
-4,056
-15% -$244K 0.2% 88
2019
Q2 		$1.67M Buy
27,771
+10,183
+58% +$612K 0.24% 81
2019
Q1 		$1.06M Buy
17,588
+3,536
+25% +$212K 0.16% 105
2018
Q4 		$841K Buy
14,052
+9,237
+192% +$554K 0.12% 142
2018
Q3 		$289K Buy
+4,815
New +$289K 0.04% 244

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

Chicago Partners Investment Group's FTSM Position: Q2 2026 in Review

Chicago Partners Investment Group increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 7.7% in Q2 2026, buying an estimated $119K and bringing the position to 27,856 shares worth $1.67M. The position accounts for 0.03% of the portfolio, ranked #423.

Chicago Partners Investment Group first reported a position in FTSM in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.65M in Q4 2020. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Chicago Partners Investment Group held 27,856 shares of First Trust Enhanced Short Maturity ETF worth $1.67M as of Q2 2026.
  • Chicago Partners Investment Group bought 1,980 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $119K.
  • First Trust Enhanced Short Maturity ETF made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #423 holding.
  • Chicago Partners Investment Group first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2018 and has held it in 32 quarters since.
  • Chicago Partners Investment Group's First Trust Enhanced Short Maturity ETF position peaked at $2.65M in Q4 2020.
  • 421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.