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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Darwin Wealth Management's FTSM Position: Q1 2026 in Review

Darwin Wealth Management increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 40% in Q1 2026, buying an estimated $356K and bringing the position to 20,615 shares worth $1.23M. The position accounts for 0.38% of the portfolio, ranked #71.

Darwin Wealth Management first reported a position in FTSM in Q1 2020 and has held it in 9 quarters since. The position peaked at $2.73M in Q4 2020. 424 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

Darwin Wealth Management held 20,615 shares of First Trust Enhanced Short Maturity ETF worth $1.23M as of Q1 2026.
Darwin Wealth Management bought 5,939 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $356K.
First Trust Enhanced Short Maturity ETF made up 0.38% of Darwin Wealth Management's portfolio in Q1 2026, its #71 holding.
Darwin Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2020 and has held it in 9 quarters since.
Darwin Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $2.73M in Q4 2020.
424 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.