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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
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

BC
BDFS Capital Rehoboth Beach, Delaware $230M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CX Institutional's FTSM Position: Q2 2026 in Review

CX Institutional held its First Trust Enhanced Short Maturity ETF (FTSM) position steady in Q2 2026 at 26 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

CX Institutional first reported a position in FTSM in Q3 2025 and has held it in 4 quarters since. The position peaked at $35K in Q3 2025. 96 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • CX Institutional held 26 shares of First Trust Enhanced Short Maturity ETF worth $2K as of Q2 2026.
  • CX Institutional left its First Trust Enhanced Short Maturity ETF share count unchanged in Q2 2026.
  • First Trust Enhanced Short Maturity ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1468 holding.
  • CX Institutional first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2025 and has held it in 4 quarters since.
  • CX Institutional's First Trust Enhanced Short Maturity ETF position peaked at $35K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.