First Heartland Consultants’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

First Heartland Consultants’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	$495K	Sell	8,290 -80	-1%	-$4.79K	0.03%	326
2026 Q1	$500K	Hold	8,370	–	–	0.04%	286
2025 Q4	$502K	Sell	8,370 -13,991	-63%	-$839K	0.04%	293
2025 Q3	$1.34M	Sell	22,361 -27,363	-55%	-$1.64M	0.11%	148
2025 Q2	$2.98M	Buy	49,724 +14,083	+40%	+$844K	0.26%	82
2025 Q1	$2.13M	Sell	35,641 -80	-0.2%	-$4.79K	0.22%	94
2024 Q4	$2.14M	Hold	35,721	–	–	0.22%	98
2024 Q3	$2.14M	Hold	35,721	–	–	0.23%	83
2024 Q2	$2.13M	Sell	35,721 -6,477	-15%	-$387K	0.15%	107
2024 Q1	$2.52M	Buy	42,198 +15,033	+55%	+$898K	0.26%	96
2023 Q4	$1.62M	Sell	27,165 -3,369	-11%	-$201K	0.2%	110
2023 Q3	$1.81M	Sell	30,534 -2,804	-8%	-$167K	0.23%	104
2023 Q2	$1.98M	Sell	33,338 -7,235	-18%	-$431K	0.26%	88
2023 Q1	$2.41M	Sell	40,573 -7,903	-16%	-$471K	0.36%	67
2022 Q4	$2.88M	Sell	48,476 -18,363	-27%	-$1.09M	0.46%	56
2022 Q3	$3.96M	Buy	66,839 +4,612	+7%	+$274K	0.34%	40
2022 Q2	$3.69M	Buy	62,227 +13,337	+27%	+$793K	0.58%	37
2022 Q1	$2.91M	Buy	48,890 +42,104	+620%	+$2.51M	0.45%	44
2021 Q4	$405K	Sell	6,786 -701	-9%	-$42K	0.02%	227
2021 Q3	$449K	Sell	7,487 -19,330	-72%	-$1.16M	0.07%	218
2021 Q2	$1.61M	Sell	26,817 -222	-0.8%	-$13.3K	0.24%	97
2021 Q1	$1.62M	Buy	27,039 +6,646	+33%	+$399K	0.26%	90
2020 Q4	$1.22M	Sell	20,393 -106,692	-84%	-$6.41M	0.2%	94
2020 Q3	$7.63M	Buy	127,085 +69,616	+121%	+$4.18M	1.45%	17
2020 Q2	$3.45M	Buy	57,469 +6,935	+14%	+$414K	0.68%	39
2020 Q1	$2.98M	Sell	50,534 -4,768	-9%	-$285K	0.77%	33
2019 Q4	$3.32M	Sell	55,302 -2,929	-5%	-$176K	0.65%	44
2019 Q3	$3.5M	Buy	58,231 +4,291	+8%	+$258K	0.75%	33
2019 Q2	$3.24M	Sell	53,940 -109	-0.2%	-$6.55K	0.78%	32
2019 Q1	$3.24M	Sell	54,049 -149	-0.3%	-$8.94K	0.91%	30
2018 Q4	$3.24M	Buy	54,198 +6,639	+14%	+$398K	1.21%	24
2018 Q3	$2.85M	Buy	47,559 +4,655	+11%	+$279K	0.89%	34
2018 Q2	$2.57M	Buy	42,904 +35,906	+513%	+$2.15M	0.91%	29
2018 Q1	$420K	Buy	+6,998	New	+$420K	0.13%	174

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

First Heartland Consultants's FTSM Position: Q2 2026 in Review

First Heartland Consultants reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.96% in Q2 2026, selling an estimated $4.79K and leaving 8,290 shares worth $495K. The position accounts for 0.03% of the portfolio, ranked #326.

First Heartland Consultants first reported a position in FTSM in Q1 2018 and has held it in 34 quarters since. The position peaked at $7.63M in Q3 2020. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

First Heartland Consultants held 8,290 shares of First Trust Enhanced Short Maturity ETF worth $495K as of Q2 2026.
First Heartland Consultants sold 80 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $4.79K.
First Trust Enhanced Short Maturity ETF made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #326 holding.
First Heartland Consultants first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2018 and has held it in 34 quarters since.
First Heartland Consultants's First Trust Enhanced Short Maturity ETF position peaked at $7.63M in Q3 2020.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.