CIBC Private Wealth Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

CIBC Private Wealth 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
2025 Q4	–	Sell	-1,125	Closed	-$67.4K	–	3448
2025 Q3	$67.4K	Buy	+1,125	New	+$67.5K	﹤0.01%	1659
2025 Q2	–	Sell	-335	Closed	-$20K	–	3174
2025 Q1	$20K	Hold	335	–	–	﹤0.01%	1990
2024 Q4	$20K	Hold	335	–	–	﹤0.01%	2059
2024 Q3	$20.1K	Hold	335	–	–	﹤0.01%	2157
2024 Q2	$20K	Buy	+335	New	+$20K	﹤0.01%	2029

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CIBC Private Wealth Group's FTSM Position: Q4 2025 in Review

CIBC Private Wealth Group sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2025, closing a stake of 1,125 shares — an estimated $67.4K sold.

CIBC Private Wealth Group first reported a position in FTSM in Q2 2024 and held it in 5 quarters. The position peaked at $67.4K in Q3 2025. 402 funds tracked by Wall St. Rank hold FTSM as of Q4 2025.

CIBC Private Wealth Group reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 1,125 First Trust Enhanced Short Maturity ETF shares in Q4 2025, an estimated $67.4K.
CIBC Private Wealth Group first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2024 and held it in 5 quarters.
CIBC Private Wealth Group's First Trust Enhanced Short Maturity ETF position peaked at $67.4K in Q3 2025.
402 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.