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

EverSource 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 Q2	$119	Hold	2	–	–	﹤0.01%	4290
2026 Q1	$120	Sell	2 -16,033	-100%	-$962K	﹤0.01%	4253
2025 Q4	$961K	Buy	16,035 +1,014	+7%	+$60.8K	0.04%	352
2025 Q3	$900K	Buy	15,021 +12,053	+406%	+$723K	0.04%	335
2025 Q2	$178K	Buy	2,968 +2,966	+148,300%	+$178K	0.01%	909
2025 Q1	$120	Sell	2 -50	-96%	-$3K	﹤0.01%	3796
2024 Q4	$3.11K	Buy	+52	New	+$3.12K	﹤0.01%	2544
2024 Q3	–	Sell	-46	Closed	-$2.75K	–	3071
2024 Q2	$2.75K	Sell	46 -22	-32%	-$1.31K	﹤0.01%	2444
2024 Q1	$4.05K	Buy	+68	New	+$4.06K	﹤0.01%	2142

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

EverSource Wealth Advisors's FTSM Position: Q2 2026 in Review

EverSource Wealth Advisors held its First Trust Enhanced Short Maturity ETF (FTSM) position steady in Q2 2026 at 2 shares worth $119. The position accounts for ﹤0.01% of the portfolio, ranked #4290.

EverSource Wealth Advisors first reported a position in FTSM in Q1 2024 and has held it in 9 quarters since. The position peaked at $961K in Q4 2025. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

EverSource Wealth Advisors held 2 shares of First Trust Enhanced Short Maturity ETF worth $119 as of Q2 2026.
EverSource Wealth Advisors left its First Trust Enhanced Short Maturity ETF share count unchanged in Q2 2026.
First Trust Enhanced Short Maturity ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4290 holding.
EverSource Wealth Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's First Trust Enhanced Short Maturity ETF position peaked at $961K in Q4 2025.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.