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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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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. 425 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.
  • 425 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.