Concurrent Investment Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Concurrent Investment Advisors’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	$155M	Buy	2,590,899 +2,534,342	+4,481%	+$152M	1.68%	6
2025 Q4	$3.39M	Buy	56,557 +38,351	+211%	+$2.3M	0.04%	423
2025 Q3	$1.09M	Sell	18,206 -3,456	-16%	-$207K	0.02%	629
2025 Q2	$1.3M	Buy	21,662 +3,011	+16%	+$180K	0.03%	534
2025 Q1	$1.12M	Buy	18,651 +3,384	+22%	+$203K	0.03%	521
2024 Q4	$913K	Buy	15,267 +775	+5%	+$46.4K	0.02%	519
2024 Q3	$868K	Sell	14,492 -3,739	-21%	-$224K	0.03%	497
2024 Q2	$1.09M	Buy	18,231 +6,244	+52%	+$373K	0.04%	408
2024 Q1	$715K	Sell	11,987 -5,644	-32%	-$337K	0.03%	454
2023 Q4	$1.05M	Buy	+17,631	New	+$1.05M	0.05%	331

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Concurrent Investment Advisors's FTSM Position: Q1 2026 in Review

Concurrent Investment Advisors increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 4,481% in Q1 2026, buying an estimated $152M and bringing the position to 2,590,899 shares worth $155M. The position accounts for 1.68% of the portfolio, ranked #6.

Concurrent Investment Advisors first reported a position in FTSM in Q4 2023 and has held it in 10 quarters since. 425 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

Concurrent Investment Advisors held 2,590,899 shares of First Trust Enhanced Short Maturity ETF worth $155M as of Q1 2026.
Concurrent Investment Advisors bought 2,534,342 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $152M.
First Trust Enhanced Short Maturity ETF made up 1.68% of Concurrent Investment Advisors's portfolio in Q1 2026, its #6 holding.
Concurrent Investment Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2023 and has held it in 10 quarters since.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.