DAS
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Dynamic Advisor Solutions’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Dynamic Advisor Solutions’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 		$290K Sell
4,855
-1,590
-25% -$95.2K 0.01% 871
2026
Q1 		$385K Sell
6,445
-662
-9% -$39.7K 0.01% 722
2025
Q4 		$426K Sell
7,107
-1,181
-14% -$70.9K 0.01% 669
2025
Q3 		$497K Sell
8,288
-450
-5% -$27K 0.01% 631
2025
Q2 		$523K Sell
8,738
-638
-7% -$38.2K 0.02% 595
2025
Q1 		$561K Buy
9,376
+109
+1% +$6.53K 0.02% 553
2024
Q4 		$554K Sell
9,267
-297
-3% -$17.8K 0.02% 412
2024
Q3 		$573K Sell
9,564
-685
-7% -$41K 0.02% 587
2024
Q2 		$611K Sell
10,249
-2,526
-20% -$151K 0.02% 578
2024
Q1 		$762K Sell
12,775
-9,015
-41% -$539K 0.03% 499
2023
Q4 		$1.3M Buy
+21,790
New +$1.3M 0.05% 354
2023
Q1 		– Sell
-6,164
Closed -$366K – 770
2022
Q4 		$366K Sell
6,164
-401
-6% -$23.8K 0.03% 511
2022
Q3 		$389K Buy
+6,565
New +$390K 0.03% 454

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
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
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 $837M AUM 18.63% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return