Darwin Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Darwin Wealth 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
2026 Q2	$1.24M	Buy	20,693 +78	+0.4%	+$4.67K	0.34%	73
2026 Q1	$1.23M	Buy	20,615 +5,939	+40%	+$356K	0.38%	71
2025 Q4	$880K	Sell	14,676 -253	-2%	-$15.2K	0.27%	77
2025 Q3	$894K	Sell	14,929 -195	-1%	-$11.7K	0.28%	74
2025 Q2	$905K	Sell	15,124 -753	-5%	-$45.1K	0.31%	74
2025 Q1	$949K	Hold	15,877	–	–	0.32%	74
2024 Q4	$949K	Sell	15,877 -3,977	-20%	-$238K	0.32%	74
2024 Q3	$1.19M	Buy	+19,854	New	+$1.19M	0.33%	70
2021 Q1	–	Sell	-45,390	Closed	-$2.73M	–	169
2020 Q4	$2.73M	Buy	+45,390	New	+$2.73M	0.51%	57
2020 Q2	–	Sell	-2,362	Closed	-$139K	–	370
2020 Q1	$139K	Buy	+2,362	New	+$141K	0.04%	157

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

Darwin Wealth Management's FTSM Position: Q2 2026 in Review

Darwin Wealth Management increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.38% in Q2 2026, buying an estimated $4.67K and bringing the position to 20,693 shares worth $1.24M. The position accounts for 0.34% of the portfolio, ranked #73.

Darwin Wealth Management first reported a position in FTSM in Q1 2020 and has held it in 10 quarters since. The position peaked at $2.73M in Q4 2020. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Darwin Wealth Management held 20,693 shares of First Trust Enhanced Short Maturity ETF worth $1.24M as of Q2 2026.
Darwin Wealth Management bought 78 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $4.67K.
First Trust Enhanced Short Maturity ETF made up 0.34% of Darwin Wealth Management's portfolio in Q2 2026, its #73 holding.
Darwin Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2020 and has held it in 10 quarters since.
Darwin Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $2.73M in Q4 2020.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.