Farther Finance Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Farther Finance 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	$3.54M	Sell	59,209 -180,112	-75%	-$10.8M	0.03%	516
2026 Q1	$14.3M	Buy	239,321 +181,465	+314%	+$10.9M	0.14%	131
2025 Q4	$3.47M	Sell	57,856 -4,516	-7%	-$271K	0.04%	411
2025 Q3	$3.74M	Sell	62,372 -35,278	-36%	-$2.12M	0.06%	286
2025 Q2	$5.85M	Buy	97,650 +66,299	+211%	+$3.97M	0.12%	167
2025 Q1	$1.88M	Buy	31,351 +730	+2%	+$43.7K	0.05%	316
2024 Q4	$1.83M	Sell	30,621 -32,279	-51%	-$1.93M	0.07%	232
2024 Q3	$3.77M	Buy	62,900 +42,607	+210%	+$2.55M	0.14%	125
2024 Q2	$1.21M	Buy	20,293 +9,372	+86%	+$560K	0.06%	258
2024 Q1	$651K	Hold	10,921	–	–	0.04%	334
2023 Q4	$652K	Sell	10,921 -957	-8%	-$57.1K	0.05%	301
2023 Q3	$706K	Hold	11,878	–	–	0.11%	159
2023 Q2	$706K	Buy	11,878 +10,000	+532%	+$596K	0.15%	122
2023 Q1	$112K	Sell	1,878 -1,232	-40%	-$73.4K	0.03%	378
2022 Q4	$185K	Buy	+3,110	New	+$185K	0.07%	233

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

Farther Finance Advisors's FTSM Position: Q2 2026 in Review

Farther Finance Advisors reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 75% in Q2 2026, selling an estimated $10.8M and leaving 59,209 shares worth $3.54M. The position accounts for 0.03% of the portfolio, ranked #516.

Farther Finance Advisors first reported a position in FTSM in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.3M in Q1 2026. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Farther Finance Advisors held 59,209 shares of First Trust Enhanced Short Maturity ETF worth $3.54M as of Q2 2026.
Farther Finance Advisors sold 180,112 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $10.8M.
First Trust Enhanced Short Maturity ETF made up 0.03% of Farther Finance Advisors's portfolio in Q2 2026, its #516 holding.
Farther Finance Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's First Trust Enhanced Short Maturity ETF position peaked at $14.3M in Q1 2026.
421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.