Coppell Advisory Solutions’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Coppell Advisory Solutions’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	$8.04K	Buy	+11,880	New	+$711K	﹤0.01%	501
2026 Q1	–	Sell	-391,713	Closed	-$23.5M	–	148
2025 Q4	$23.5M	Sell	391,713 -10,331	-3%	-$620K	2.31%	6
2025 Q3	$24.2M	Buy	402,044 +103,077	+34%	+$6.18M	2.56%	5
2025 Q2	$18M	Buy	298,967 +9,668	+3%	+$579K	2.13%	6
2025 Q1	$17.4M	Sell	289,299 -217,244	-43%	-$13M	2.41%	5
2024 Q4	$30.3M	Sell	506,543 -6,666	-1%	-$399K	4.23%	2
2024 Q3	$30.9M	Sell	513,209 -1,506	-0.3%	-$90.2K	4.54%	2
2024 Q2	$30.7M	Buy	+514,715	New	+$30.7M	5.06%	3
2023 Q4	$53.5M	Buy	896,817 +546,978	+156%	+$32.6M	10.66%	1
2023 Q3	$20.8M	Sell	349,839 -447,662	-56%	-$26.7M	7.15%	2
2023 Q2	$47.6M	Sell	797,501 -188,944	-19%	-$11.3M	13.45%	1
2023 Q1	$58.9M	Buy	986,445 +636,652	+182%	+$37.9M	19.31%	1
2022 Q4	$20.8M	Buy	+349,793	New	+$20.8M	7.04%	2
2020 Q4	$1.49M	Buy	+24,753	New	+$1.49M	0.75%	33

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

Coppell Advisory Solutions's FTSM Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2026: 11,880 shares worth $8.04K. The stake represents ﹤0.01% of the portfolio and ranks #501 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in FTSM as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in FTSM in Q4 2020 and has held it in 14 quarters since. The position peaked at $58.9M in Q1 2023. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Coppell Advisory Solutions held 11,880 shares of First Trust Enhanced Short Maturity ETF worth $8.04K as of Q2 2026.
First Trust Enhanced Short Maturity ETF was a new Coppell Advisory Solutions position in Q2 2026.
First Trust Enhanced Short Maturity ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #501 holding.
Coppell Advisory Solutions first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2020 and has held it in 14 quarters since.
Coppell Advisory Solutions's First Trust Enhanced Short Maturity ETF position peaked at $58.9M in Q1 2023.
421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.