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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
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

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Royal Bank of Canada
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CIA
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return