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

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

Dynamic Advisor Solutions's FTSM Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 25% in Q2 2026, selling an estimated $95.2K and leaving 4,855 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #871.

Dynamic Advisor Solutions first reported a position in FTSM in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.3M in Q4 2023. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Dynamic Advisor Solutions held 4,855 shares of First Trust Enhanced Short Maturity ETF worth $290K as of Q2 2026.
Dynamic Advisor Solutions sold 1,590 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $95.2K.
First Trust Enhanced Short Maturity ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #871 holding.
Dynamic Advisor Solutions first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2022 and has held it in 13 quarters since.
Dynamic Advisor Solutions's First Trust Enhanced Short Maturity ETF position peaked at $1.3M in Q4 2023.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.