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

Clearstead 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	$1.57K	Hold	26	–	–	﹤0.01%	2564
2026 Q1	$1.55K	Hold	26	–	–	﹤0.01%	1949
2025 Q4	$1.54K	Buy	26 +1	+4%	+$60	﹤0.01%	2175
2025 Q3	$1.52K	Hold	25	–	–	﹤0.01%	2532
2025 Q2	$1.51K	Hold	25	–	–	﹤0.01%	2377
2025 Q1	$1.49K	Hold	25	–	–	﹤0.01%	1940
2024 Q4	$1.48K	Sell	25 -93	-79%	-$5.57K	﹤0.01%	1882
2024 Q3	$7.06K	Buy	118 +94	+392%	+$5.63K	﹤0.01%	1656
2024 Q2	$1.43K	Buy	+24	New	+$1.43K	﹤0.01%	1859

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

Clearstead Advisors's FTSM Position: Q2 2026 in Review

Clearstead Advisors held its First Trust Enhanced Short Maturity ETF (FTSM) position steady in Q2 2026 at 26 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #2564.

Clearstead Advisors first reported a position in FTSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.06K in Q3 2024. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Clearstead Advisors held 26 shares of First Trust Enhanced Short Maturity ETF worth $1.57K as of Q2 2026.
Clearstead Advisors left its First Trust Enhanced Short Maturity ETF share count unchanged in Q2 2026.
First Trust Enhanced Short Maturity ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2564 holding.
Clearstead Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2024 and has held it in 9 quarters since.
Clearstead Advisors's First Trust Enhanced Short Maturity ETF position peaked at $7.06K in Q3 2024.
421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.