EH
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Equitable Holdings’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Equitable Holdings’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 		$6.53M Sell
109,334
-58,370
-35% -$3.49M 0.04% 384
2026
Q1 		$10M Buy
167,704
+38,001
+29% +$2.28M 0.06% 280
2025
Q4 		$7.77M Buy
129,703
+11,120
+9% +$667K 0.05% 270
2025
Q3 		$7.1M Sell
118,583
-2,310
-2% -$139K 0.05% 275
2025
Q2 		$7.24M Buy
120,893
+11,392
+10% +$682K 0.06% 249
2025
Q1 		$6.55M Sell
109,501
-2,333
-2% -$140K 0.06% 246
2024
Q4 		$6.68M Buy
111,834
+11,042
+11% +$661K 0.06% 237
2024
Q3 		$6.03M Buy
100,792
+2,125
+2% +$127K 0.06% 248
2024
Q2 		$5.88M Sell
98,667
-6,603
-6% -$394K 0.06% 232
2024
Q1 		$6.28M Sell
105,270
-8,902
-8% -$532K 0.07% 207
2023
Q4 		$6.81M Buy
114,172
+1,290
+1% +$76.9K 0.08% 179
2023
Q3 		$6.71M Buy
112,882
+333
+0.3% +$19.8K 0.1% 162
2023
Q2 		$6.69M Buy
112,549
+21,618
+24% +$1.29M 0.1% 153
2023
Q1 		$5.41M Buy
90,931
+20,746
+30% +$1.24M 0.09% 163
2022
Q4 		$4.17M Buy
70,185
+2,946
+4% +$175K 0.07% 179
2022
Q3 		$3.99M Buy
67,239
+16,905
+34% +$1M 0.08% 173
2022
Q2 		$2.99M Buy
50,334
+35,968
+250% +$2.14M 0.06% 206
2022
Q1 		$855K Buy
14,366
+1,730
+14% +$103K 0.01% 444
2021
Q4 		$756K Sell
12,636
-838
-6% -$50.2K 0.01% 472
2021
Q3 		$808K Buy
13,474
+1,810
+16% +$108K 0.01% 431
2021
Q2 		$699K Buy
11,664
+190
+2% +$11.4K 0.01% 458
2021
Q1 		$688K Buy
11,474
+2,530
+28% +$152K 0.01% 436
2020
Q4 		$537K Sell
8,944
-25,880
-74% -$1.55M 0.01% 445
2020
Q3 		$2.09M Buy
34,824
+4,001
+13% +$240K 0.05% 201
2020
Q2 		$1.85M Buy
30,823
+7,761
+34% +$463K 0.05% 221
2020
Q1 		$1.36M Buy
23,062
+1,915
+9% +$115K 0.05% 217
2019
Q4 		$1.27M Buy
+21,147
New +$1.27M 0.04% 263

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Equitable Holdings's FTSM Position: Q2 2026 in Review

Equitable Holdings reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 35% in Q2 2026, selling an estimated $3.49M and leaving 109,334 shares worth $6.53M. The position accounts for 0.04% of the portfolio, ranked #384.

Equitable Holdings first reported a position in FTSM in Q4 2019 and has held it in 27 quarters since. The position peaked at $10M in Q1 2026. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Equitable Holdings held 109,334 shares of First Trust Enhanced Short Maturity ETF worth $6.53M as of Q2 2026.
  • Equitable Holdings sold 58,370 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $3.49M.
  • First Trust Enhanced Short Maturity ETF made up 0.04% of Equitable Holdings's portfolio in Q2 2026, its #384 holding.
  • Equitable Holdings first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's First Trust Enhanced Short Maturity ETF position peaked at $10M in Q1 2026.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.