CX Institutional
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CX Institutional’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

CX Institutional’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
Q3 		$2K Hold
26
– – ﹤0.01% 1563
2026
Q2 		$2K Hold
26
– – ﹤0.01% 1468
2026
Q1 		$2K Sell
26
-51
-66% -$3.06K ﹤0.01% 1452
2025
Q4 		$5K Sell
77
-514
-87% -$30.8K ﹤0.01% 1269
2025
Q3 		$35K Buy
+591
New +$35.5K ﹤0.01% 1002

Other funds holding FTSM

BDFS Capital
BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Guided Capital Wealth Management
Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Mainsail Financial Group
Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CX Institutional's FTSM Position: Q3 2026 in Review

CX Institutional held its First Trust Enhanced Short Maturity ETF (FTSM) position steady in Q3 2026 at 26 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

CX Institutional first reported a position in FTSM in Q3 2025 and has held it in 5 quarters since. The position peaked at $35K in Q3 2025. 125 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

  • CX Institutional held 26 shares of First Trust Enhanced Short Maturity ETF worth $2K as of Q3 2026.
  • CX Institutional left its First Trust Enhanced Short Maturity ETF share count unchanged in Q3 2026.
  • First Trust Enhanced Short Maturity ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1563 holding.
  • CX Institutional first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2025 and has held it in 5 quarters since.
  • CX Institutional's First Trust Enhanced Short Maturity ETF position peaked at $35K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.