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Coastwise Capital Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Coastwise Capital 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 		$782K Sell
13,098
-349
-3% -$20.9K 0.45% 54
2026
Q1 		$804K Sell
13,447
-218
-2% -$13.1K 0.45% 48
2025
Q4 		$819K Sell
13,665
-293
-2% -$17.6K 0.41% 54
2025
Q3 		$836K Sell
13,958
-2,983
-18% -$179K 0.59% 44
2025
Q2 		$1.01M Sell
16,941
-1,645
-9% -$98.5K 0.81% 35
2025
Q1 		$1.11M Sell
18,586
-6,121
-25% -$367K 0.94% 32
2024
Q4 		$1.48M Buy
24,707
+21,122
+589% +$1.27M 1.18% 24
2024
Q3 		$215K Buy
+3,585
New +$215K 0.18% 122
2023
Q3 		– Sell
-3,732
Closed -$222K – 115
2023
Q2 		$222K Sell
3,732
-2,316
-38% -$138K 0.25% 102
2023
Q1 		$360K Sell
6,048
-2,133
-26% -$127K 0.41% 68
2022
Q4 		$486K Sell
8,181
-7,374
-47% -$438K 0.58% 51
2022
Q3 		$923K Buy
15,555
+2,105
+16% +$125K 1.46% 20
2022
Q2 		$799K Buy
13,450
+6,891
+105% +$410K 0.97% 27
2022
Q1 		$390K Buy
+6,559
New +$391K 0.48% 67

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

Coastwise Capital Group's FTSM Position: Q2 2026 in Review

Coastwise Capital Group reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 2.6% in Q2 2026, selling an estimated $20.9K and leaving 13,098 shares worth $782K. The position accounts for 0.45% of the portfolio, ranked #54.

Coastwise Capital Group first reported a position in FTSM in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.48M in Q4 2024. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Coastwise Capital Group held 13,098 shares of First Trust Enhanced Short Maturity ETF worth $782K as of Q2 2026.
  • Coastwise Capital Group sold 349 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $20.9K.
  • First Trust Enhanced Short Maturity ETF made up 0.45% of Coastwise Capital Group's portfolio in Q2 2026, its #54 holding.
  • Coastwise Capital Group first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2022 and has held it in 14 quarters since.
  • Coastwise Capital Group's First Trust Enhanced Short Maturity ETF position peaked at $1.48M in Q4 2024.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.