Crumly & Associates’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Crumly & Associates’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	–	Sell	-9,324	Closed	-$557K	–	203
2026 Q1	$557K	Hold	9,324	–	–	0.12%	111
2025 Q4	$559K	Buy	+9,324	New	+$559K	0.12%	102
2025 Q2	–	Sell	-12,446	Closed	-$745K	–	163
2025 Q1	$745K	Hold	12,446	–	–	0.21%	70
2024 Q4	$744K	Buy	+12,446	New	+$745K	0.2%	72
2023 Q2	–	Sell	-88,105	Closed	-$5.24M	–	119
2023 Q1	$5.24M	Sell	88,105 -361,164	-80%	-$21.5M	2.28%	15
2022 Q4	$26.7M	Buy	449,269 +412,986	+1,138%	+$24.5M	10.08%	1
2022 Q3	$2.15M	Buy	36,283 +28,554	+369%	+$1.7M	0.89%	26
2022 Q2	$459K	Sell	7,729 -4,811	-38%	-$286K	0.19%	65
2022 Q1	$747K	Buy	+12,540	New	+$748K	0.28%	55
2020 Q4	–	Sell	-4,091	Closed	-$246K	–	83
2020 Q3	$246K	Sell	4,091 -13,787	-77%	-$828K	0.21%	46
2020 Q2	$1.07M	Sell	17,878 -8,617	-33%	-$515K	1.01%	18
2020 Q1	$1.56M	Buy	26,495 +3,394	+15%	+$203K	1.92%	12
2019 Q4	$1.39M	Buy	+23,101	New	+$1.39M	1.44%	18

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

Crumly & Associates's FTSM Position: Q2 2026 in Review

Crumly & Associates sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2026, closing a stake of 9,324 shares — an estimated $557K sold.

Crumly & Associates first reported a position in FTSM in Q4 2019 and held it in 13 quarters. The position peaked at $26.7M in Q4 2022. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Crumly & Associates reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2026 after selling out during the quarter.
Crumly & Associates sold 9,324 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $557K.
Crumly & Associates first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2019 and held it in 13 quarters.
Crumly & Associates's First Trust Enhanced Short Maturity ETF position peaked at $26.7M in Q4 2022.
421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.