EWM
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Elevation Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Elevation 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 		– Sell
-3,659
Closed -$219K – 141
2025
Q4 		$219K Buy
+3,659
New +$220K 0.21% 123

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Elevation Wealth Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2026, closing a stake of 3,659 shares — an estimated $219K sold.

Elevation Wealth Management first reported a position in FTSM in Q4 2025 and held it in 1 quarter. The position peaked at $219K in Q4 2025. 428 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

  • Elevation Wealth Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2026 after selling out during the quarter.
  • Elevation Wealth Management sold 3,659 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $219K.
  • Elevation Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2025 and held it in 1 quarter.
  • Elevation Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $219K in Q4 2025.
  • 428 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on Elevation Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.