Client First Investment Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Client First Investment Management’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 Q1	–	Sell	-3,477	Closed	-$208K	–	20
2025 Q4	$208K	Sell	3,477 -160	-4%	-$9.6K	0.11%	29
2025 Q3	$218K	Sell	3,637 -619	-15%	-$37.1K	0.11%	39
2025 Q2	$255K	Sell	4,256 -376	-8%	-$22.5K	0.16%	26
2025 Q1	$277K	Sell	4,632 -242	-5%	-$14.5K	0.19%	14
2024 Q4	$291K	Buy	4,874 +498	+11%	+$29.8K	0.19%	23
2024 Q3	$262K	Sell	4,376 -849	-16%	-$50.9K	0.2%	24
2024 Q2	$311K	Buy	5,225 +722	+16%	+$43.1K	0.24%	22
2024 Q1	$268K	Buy	4,503 +414	+10%	+$24.7K	0.21%	22
2023 Q4	$244K	Buy	+4,089	New	+$244K	0.24%	22

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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

Client First Investment Management's FTSM Position: Q1 2026 in Review

Client First Investment Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2026, closing a stake of 3,477 shares — an estimated $208K sold.

Client First Investment Management first reported a position in FTSM in Q4 2023 and held it in 9 quarters. The position peaked at $311K in Q2 2024. 427 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

Client First Investment Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2026 after selling out during the quarter.
Client First Investment Management sold 3,477 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $208K.
Client First Investment Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2023 and held it in 9 quarters.
Client First Investment Management's First Trust Enhanced Short Maturity ETF position peaked at $311K in Q2 2024.
427 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on Client First Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.