Clear Point Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Clear Point 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	$1.56M	Buy	+26,074	New	+$1.56M	1.38%	19
2026 Q1	–	Sell	-25,782	Closed	-$1.55M	–	94
2025 Q4	$1.55M	Sell	25,782 -11,783	-31%	-$707K	1.2%	18
2025 Q3	$2.25M	Buy	37,565 +865	+2%	+$51.9K	1.75%	12
2025 Q2	$2.2M	Sell	36,700 -348	-0.9%	-$20.8K	1.85%	13
2025 Q1	$2.21M	Buy	37,048 +268	+0.7%	+$16.1K	1.99%	13
2024 Q4	$2.2M	Buy	36,780 +54	+0.1%	+$3.23K	1.88%	13
2024 Q3	$2.2M	Sell	36,726 -1,028	-3%	-$61.6K	1.7%	13
2024 Q2	$2.25M	Buy	37,754 +1,854	+5%	+$111K	1.85%	10
2024 Q1	$2.14M	Buy	35,900 +16,228	+82%	+$970K	1.76%	9
2023 Q4	$1.17M	Buy	+19,672	New	+$1.17M	1.04%	20

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Clear Point Advisors's FTSM Position: Q2 2026 in Review

Clear Point Advisors opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2026: 26,074 shares worth $1.56M. The stake represents 1.38% of the portfolio and ranks #19 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in FTSM as recently as Q4 2025.

Clear Point Advisors first reported a position in FTSM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.25M in Q3 2025. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Clear Point Advisors held 26,074 shares of First Trust Enhanced Short Maturity ETF worth $1.56M as of Q2 2026.
First Trust Enhanced Short Maturity ETF was a new Clear Point Advisors position in Q2 2026.
First Trust Enhanced Short Maturity ETF made up 1.38% of Clear Point Advisors's portfolio in Q2 2026, its #19 holding.
Clear Point Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2023 and has held it in 10 quarters since.
Clear Point Advisors's First Trust Enhanced Short Maturity ETF position peaked at $2.25M in Q3 2025.
421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.