Creative Financial Designs’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Creative Financial Designs’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	$167K	Sell	2,803 -375	-12%	-$22.4K	0.01%	648
2026 Q1	$190K	Sell	3,178 -731	-19%	-$43.8K	0.01%	528
2025 Q4	$234K	Sell	3,909 -912	-19%	-$54.7K	0.01%	445
2025 Q3	$289K	Sell	4,821 -42	-0.9%	-$2.52K	0.02%	410
2025 Q2	$291K	Sell	4,863 -130	-3%	-$7.79K	0.02%	408
2025 Q1	$299K	Sell	4,993 -2,270	-31%	-$136K	0.02%	363
2024 Q4	$434K	Sell	7,263 -1,625	-18%	-$97.3K	0.04%	307
2024 Q3	$532K	Sell	8,888 -577	-6%	-$34.6K	0.04%	281
2024 Q2	$564K	Sell	9,465 -11,723	-55%	-$700K	0.05%	256
2024 Q1	$1.26M	Buy	21,188 +5,850	+38%	+$350K	0.12%	147
2023 Q4	$915K	Sell	15,338 -4,025	-21%	-$240K	0.09%	172
2023 Q3	$1.15M	Buy	19,363 +931	+5%	+$55.5K	0.13%	133
2023 Q2	$1.1M	Sell	18,432 -1,298	-7%	-$77.4K	0.13%	141
2023 Q1	$1.17M	Buy	19,730 +11,264	+133%	+$671K	0.15%	130
2022 Q4	$503K	Buy	8,466 +221	+3%	+$13.1K	0.07%	198
2022 Q3	$489K	Buy	8,245 +344	+4%	+$20.4K	0.08%	180
2022 Q2	$469K	Buy	7,901 +7,320	+1,260%	+$435K	0.08%	187
2022 Q1	$35K	Sell	581 -400	-41%	-$23.9K	0.01%	631
2021 Q4	$59K	Buy	981 +73	+8%	+$4.37K	0.01%	539
2021 Q3	$54K	Buy	908 +330	+57%	+$19.8K	0.01%	599
2021 Q2	$35K	Buy	578 +175	+43%	+$10.5K	0.01%	699
2021 Q1	$24K	Sell	403 -140	-26%	-$8.4K	﹤0.01%	736
2020 Q4	$33K	Sell	543 -552	-50%	-$33.1K	0.01%	603
2020 Q3	$66K	Buy	1,095 +10	+0.9%	+$601	0.02%	414
2020 Q2	$65K	Buy	1,085 +585	+117%	+$34.9K	0.02%	376
2020 Q1	$30K	Buy	500 +60	+14%	+$3.59K	0.02%	267
2019 Q4	$26K	Buy	440 +220	+100%	+$13.2K	0.01%	306
2019 Q3	$13K	Buy	+220	New	+$13.2K	0.01%	379
2018 Q4	–	Sell	-102	Closed	-$6K	–	646
2018 Q3	$6K	Hold	102	–	–	﹤0.01%	501
2018 Q2	$6K	Hold	102	–	–	﹤0.01%	527
2018 Q1	$6K	Buy	+102	New	+$6.12K	﹤0.01%	473

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

Creative Financial Designs's FTSM Position: Q2 2026 in Review

Creative Financial Designs reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 12% in Q2 2026, selling an estimated $22.4K and leaving 2,803 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #648.

Creative Financial Designs first reported a position in FTSM in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.26M in Q1 2024. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Creative Financial Designs held 2,803 shares of First Trust Enhanced Short Maturity ETF worth $167K as of Q2 2026.
Creative Financial Designs sold 375 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $22.4K.
First Trust Enhanced Short Maturity ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #648 holding.
Creative Financial Designs first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2018 and has held it in 31 quarters since.
Creative Financial Designs's First Trust Enhanced Short Maturity ETF position peaked at $1.26M in Q1 2024.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.