Columbia Advisory Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Columbia Advisory Partners’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
2025 Q3	–	Sell	-3,856	Closed	-$231K	–	92
2025 Q2	$231K	Sell	3,856 -918	-19%	-$55K	0.17%	72
2025 Q1	$286K	Buy	+4,774	New	+$286K	0.25%	55
2024 Q2	–	Sell	-4,177	Closed	-$249K	–	55
2024 Q1	$249K	Sell	4,177 -1,121	-21%	-$67K	0.25%	43
2023 Q4	$316K	Sell	5,298 -284	-5%	-$16.9K	0.32%	41
2023 Q3	$332K	Sell	5,582 -610	-10%	-$36.3K	0.36%	46
2023 Q2	$368K	Sell	6,192 -150	-2%	-$8.94K	0.39%	40
2023 Q1	$377K	Buy	+6,342	New	+$378K	0.36%	41

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Columbia Advisory Partners's FTSM Position: Q3 2025 in Review

Columbia Advisory Partners sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2025, closing a stake of 3,856 shares — an estimated $231K sold.

Columbia Advisory Partners first reported a position in FTSM in Q1 2023 and held it in 7 quarters. The position peaked at $377K in Q1 2023. 400 funds tracked by Wall St. Rank hold FTSM as of Q3 2025.

Columbia Advisory Partners reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2025 after selling out during the quarter.
Columbia Advisory Partners sold 3,856 First Trust Enhanced Short Maturity ETF shares in Q3 2025, an estimated $231K.
Columbia Advisory Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2023 and held it in 7 quarters.
Columbia Advisory Partners's First Trust Enhanced Short Maturity ETF position peaked at $377K in Q1 2023.
400 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2025.

Based on Columbia Advisory Partners's 13F filing for Q3 2025, filed 24 Oct 2025.