Commonwealth Financial Services’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Commonwealth Financial Services’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	$4.47M	Buy	+74,885	New	+$4.48M	0.6%	35
2024 Q2	–	Sell	-6,863	Closed	-$409K	–	197
2024 Q1	$409K	Hold	6,863	–	–	0.1%	108
2023 Q4	$409K	Sell	6,863 -12,223	-64%	-$729K	0.1%	107
2023 Q3	$1.13M	Buy	+19,086	New	+$1.14M	0.34%	59

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

Commonwealth Financial Services's FTSM Position: Q2 2026 in Review

Commonwealth Financial Services opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2026: 74,885 shares worth $4.47M. The stake represents 0.6% of the portfolio and ranks #35 among its holdings. This is a return to the name: Commonwealth Financial Services previously reported a position in FTSM as recently as Q1 2024.

Commonwealth Financial Services first reported a position in FTSM in Q3 2023 and has held it in 4 quarters since. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Commonwealth Financial Services held 74,885 shares of First Trust Enhanced Short Maturity ETF worth $4.47M as of Q2 2026.
First Trust Enhanced Short Maturity ETF was a new Commonwealth Financial Services position in Q2 2026.
First Trust Enhanced Short Maturity ETF made up 0.6% of Commonwealth Financial Services's portfolio in Q2 2026, its #35 holding.
Commonwealth Financial Services first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2023 and has held it in 4 quarters since.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.