Dynamic Advisor Solutions
FTSM icon

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
Q3 		$269K Sell
4,515
-340
-7% -$20.3K 0.01% 873
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 $203M AUM 8.22% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dynamic Advisor Solutions's FTSM Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 7% in Q3 2026, selling an estimated $20.3K and leaving 4,515 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #873.

Dynamic Advisor Solutions first reported a position in FTSM in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.3M in Q4 2023. 85 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

  • Dynamic Advisor Solutions held 4,515 shares of First Trust Enhanced Short Maturity ETF worth $269K as of Q3 2026.
  • Dynamic Advisor Solutions sold 340 First Trust Enhanced Short Maturity ETF shares in Q3 2026, an estimated $20.3K.
  • First Trust Enhanced Short Maturity ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #873 holding.
  • Dynamic Advisor Solutions first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2022 and has held it in 14 quarters since.
  • Dynamic Advisor Solutions's First Trust Enhanced Short Maturity ETF position peaked at $1.3M in Q4 2023.
  • 85 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.