DHJJ Financial Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

DHJJ Financial Advisors’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	$65K	Sell	1,088 -141	-11%	-$8.46K	0.02%	357
2025 Q4	$73.7K	Sell	1,229 -19	-2%	-$1.14K	0.02%	321
2025 Q3	$74.8K	Sell	1,248 -310	-20%	-$18.6K	0.03%	297
2025 Q2	$93.3K	Sell	1,558 -340	-18%	-$20.4K	0.03%	259
2025 Q1	$114K	Hold	1,898	–	–	0.05%	211
2024 Q4	$113K	Sell	1,898 -558	-23%	-$33.4K	0.04%	210
2024 Q3	$147K	Sell	2,456 -708	-22%	-$42.4K	0.06%	177
2024 Q2	$189K	Sell	3,164 -16	-0.5%	-$955	0.08%	148
2024 Q1	$190K	Sell	3,180 -12	-0.4%	-$717	0.08%	144
2023 Q4	$190K	Hold	3,192	–	–	0.09%	136
2023 Q3	$190K	Buy	+3,192	New	+$190K	0.1%	132

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

DHJJ Financial Advisors's FTSM Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 11% in Q1 2026, selling an estimated $8.46K and leaving 1,088 shares worth $65K. The position accounts for 0.02% of the portfolio, ranked #357.

DHJJ Financial Advisors first reported a position in FTSM in Q3 2023 and has held it in 11 quarters since. The position peaked at $190K in Q4 2023. 425 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

DHJJ Financial Advisors held 1,088 shares of First Trust Enhanced Short Maturity ETF worth $65K as of Q1 2026.
DHJJ Financial Advisors sold 141 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $8.46K.
First Trust Enhanced Short Maturity ETF made up 0.02% of DHJJ Financial Advisors's portfolio in Q1 2026, its #357 holding.
DHJJ Financial Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's First Trust Enhanced Short Maturity ETF position peaked at $190K in Q4 2023.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.