EWM
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Evolution Wealth Management's FTSM Position: Q1 2026 in Review

Evolution Wealth Management increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 6.4% in Q1 2026, buying an estimated $12.5K and bringing the position to 3,452 shares worth $206K. The position accounts for 0.15% of the portfolio, ranked #104.

Evolution Wealth Management first reported a position in FTSM in Q2 2025 and has held it in 4 quarters since. The position peaked at $231K in Q3 2025. 425 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

  • Evolution Wealth Management held 3,452 shares of First Trust Enhanced Short Maturity ETF worth $206K as of Q1 2026.
  • Evolution Wealth Management bought 209 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $12.5K.
  • First Trust Enhanced Short Maturity ETF made up 0.15% of Evolution Wealth Management's portfolio in Q1 2026, its #104 holding.
  • Evolution Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2025 and has held it in 4 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 Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.