Encompass Wealth Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Encompass Wealth 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	–	Sell	-3,340	Closed	-$200K	–	103
2025 Q4	$200K	Hold	3,340	–	–	0.07%	101
2025 Q3	$200K	Buy	+3,340	New	+$200K	0.07%	108
2021 Q2	–	Sell	-3,340	Closed	-$200K	–	358
2021 Q1	$200K	Buy	+3,340	New	+$200K	0.05%	221

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

Encompass Wealth Advisors's FTSM Position: Q1 2026 in Review

Encompass Wealth Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2026, closing a stake of 3,340 shares — an estimated $200K sold.

Encompass Wealth Advisors first reported a position in FTSM in Q1 2021 and held it in 3 quarters. The position peaked at $200K in Q4 2025. 425 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

Encompass Wealth Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2026 after selling out during the quarter.
Encompass Wealth Advisors sold 3,340 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $200K.
Encompass Wealth Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2021 and held it in 3 quarters.
Encompass Wealth Advisors's First Trust Enhanced Short Maturity ETF position peaked at $200K in Q4 2025.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.