Envestnet Portfolio Solutions’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Envestnet Portfolio 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	$515K	Buy	8,628 +66	+0.8%	+$3.95K	﹤0.01%	975
2026 Q1	$512K	Sell	8,562 -3,014	-26%	-$181K	﹤0.01%	890
2025 Q4	$694K	Sell	11,576 -632	-5%	-$37.9K	﹤0.01%	915
2025 Q3	$731K	Sell	12,208 -11,655	-49%	-$699K	﹤0.01%	869
2025 Q2	$1.43M	Sell	23,863 -3,181	-12%	-$191K	0.01%	671
2025 Q1	$1.62M	Buy	27,044 +2,451	+10%	+$147K	0.01%	649
2024 Q4	$1.47M	Buy	24,593 +10,379	+73%	+$622K	﹤0.01%	779
2024 Q3	$851K	Sell	14,214 -15,259	-52%	-$914K	﹤0.01%	956
2024 Q2	$1.76M	Buy	29,473 +8,805	+43%	+$526K	0.01%	669
2024 Q1	$1.23M	Buy	20,668 +1,893	+10%	+$113K	﹤0.01%	784
2023 Q4	$1.12M	Sell	18,775 -7,487	-29%	-$446K	﹤0.01%	765
2023 Q3	$1.56M	Buy	+26,262	New	+$1.56M	0.01%	620

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

Envestnet Portfolio Solutions's FTSM Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.77% in Q2 2026, buying an estimated $3.95K and bringing the position to 8,628 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Envestnet Portfolio Solutions first reported a position in FTSM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.76M in Q2 2024. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Envestnet Portfolio Solutions held 8,628 shares of First Trust Enhanced Short Maturity ETF worth $515K as of Q2 2026.
Envestnet Portfolio Solutions bought 66 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $3.95K.
First Trust Enhanced Short Maturity ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #975 holding.
Envestnet Portfolio Solutions first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's First Trust Enhanced Short Maturity ETF position peaked at $1.76M in Q2 2024.
421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.