First Western Trust Bank’s F/M 10-Year Investment Grade Corporate Bond ETF ZTEN Stock Holding History

First Western Trust Bank’s Portfolio ZTEN Stock Details ZTEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,500	Closed	-$385K	–	212
2025 Q4	$385K	Sell	7,500 -958	-11%	-$49.4K	0.02%	144
2025 Q3	$436K	Buy	8,458 +650	+8%	+$33K	0.02%	132
2025 Q2	$396K	Hold	7,808	–	–	0.02%	135
2025 Q1	$393K	Hold	7,808	–	–	0.02%	134
2024 Q4	$387K	Buy	7,808 +2,558	+49%	+$129K	0.02%	138
2024 Q3	$273K	Buy	+5,250	New	+$268K	0.01%	168

Other funds holding ZTEN

FMI

F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CCM

Crew Capital Management Cincinnati, Ohio $151M AUM 20.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HORAN Wealth Cincinnati, Ohio $1.05B AUM 17.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Western Trust Bank's ZTEN Position: Q1 2026 in Review

First Western Trust Bank sold out of F/M 10-Year Investment Grade Corporate Bond ETF (ZTEN) in Q1 2026, closing a stake of 7,500 shares — an estimated $385K sold.

First Western Trust Bank first reported a position in ZTEN in Q3 2024 and held it in 6 quarters. The position peaked at $436K in Q3 2025. 8 funds tracked by Wall St. Rank hold ZTEN as of Q1 2026.

First Western Trust Bank reported no remaining F/M 10-Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
First Western Trust Bank sold 7,500 F/M 10-Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $385K.
First Western Trust Bank first reported a position in F/M 10-Year Investment Grade Corporate Bond ETF in Q3 2024 and held it in 6 quarters.
First Western Trust Bank's F/M 10-Year Investment Grade Corporate Bond ETF position peaked at $436K in Q3 2025.
8 funds tracked by Wall St. Rank held F/M 10-Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on First Western Trust Bank's 13F filing for Q1 2026, filed 12 May 2026.