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

Evolution 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 Q2	$205K	Sell	3,425 -27	-0.8%	-$1.62K	0.12%	117
2026 Q1	$206K	Buy	3,452 +209	+6%	+$12.5K	0.15%	104
2025 Q4	$194K	Sell	3,243 -609	-16%	-$36.5K	0.16%	101
2025 Q3	$231K	Buy	3,852 +82	+2%	+$4.92K	0.24%	82
2025 Q2	$226K	Buy	+3,770	New	+$226K	0.28%	66

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

Evolution Wealth Management's FTSM Position: Q2 2026 in Review

Evolution Wealth Management reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.78% in Q2 2026, selling an estimated $1.62K and leaving 3,425 shares worth $205K. The position accounts for 0.12% of the portfolio, ranked #117.

Evolution Wealth Management first reported a position in FTSM in Q2 2025 and has held it in 5 quarters since. The position peaked at $231K in Q3 2025. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Evolution Wealth Management held 3,425 shares of First Trust Enhanced Short Maturity ETF worth $205K as of Q2 2026.
Evolution Wealth Management sold 27 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $1.62K.
First Trust Enhanced Short Maturity ETF made up 0.12% of Evolution Wealth Management's portfolio in Q2 2026, its #117 holding.
Evolution Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2025 and has held it in 5 quarters since.
Evolution Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $231K in Q3 2025.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.