Creekmur Asset Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Creekmur Asset Management’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	$440K	Sell	7,344 -2,961	-29%	-$178K	0.07%	135
2025 Q2	$617K	Sell	10,305 -161,477	-94%	-$9.67M	0.11%	117
2025 Q1	$10.3M	Buy	171,782 +622	+0.4%	+$37.3K	2.15%	11
2024 Q4	$10.2M	Buy	171,160 +4,377	+3%	+$262K	2.34%	11
2024 Q3	$9.99M	Buy	166,783 +4,617	+3%	+$277K	2.35%	11
2024 Q2	$9.67M	Buy	162,166 +43,561	+37%	+$2.6M	2.49%	10
2024 Q1	$7.07M	Sell	118,605 -31,201	-21%	-$1.86M	2.42%	10
2023 Q4	$8.94M	Buy	+149,806	New	+$8.93M	2.78%	10

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creekmur Asset Management's FTSM Position: Q3 2025 in Review

Creekmur Asset Management reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 29% in Q3 2025, selling an estimated $178K and leaving 7,344 shares worth $440K. The position accounts for 0.07% of the portfolio, ranked #135.

Creekmur Asset Management first reported a position in FTSM in Q4 2023 and has held it in 8 quarters since. The position peaked at $10.3M in Q1 2025. 399 funds tracked by Wall St. Rank hold FTSM as of Q3 2025.

Creekmur Asset Management held 7,344 shares of First Trust Enhanced Short Maturity ETF worth $440K as of Q3 2025.
Creekmur Asset Management sold 2,961 First Trust Enhanced Short Maturity ETF shares in Q3 2025, an estimated $178K.
First Trust Enhanced Short Maturity ETF made up 0.07% of Creekmur Asset Management's portfolio in Q3 2025, its #135 holding.
Creekmur Asset Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's First Trust Enhanced Short Maturity ETF position peaked at $10.3M in Q1 2025.
399 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.