Friedenthal Financial’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Friedenthal Financial’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
2025 Q4	–	Sell	-422	Closed	-$25.3K	–	282
2025 Q3	$25.3K	Buy	422 +49	+13%	+$2.94K	0.01%	165
2025 Q2	$22.3K	Buy	373 +51	+16%	+$3.06K	0.01%	164
2025 Q1	$19.3K	Buy	322 +18	+6%	+$1.08K	0.01%	159
2024 Q4	$18.2K	Buy	304 +59	+24%	+$3.53K	0.01%	191
2024 Q3	$14.7K	Sell	245 -71	-22%	-$4.25K	0.01%	193
2024 Q2	$18.8K	Buy	316 +16	+5%	+$955	0.01%	183
2024 Q1	$17.9K	Buy	300 +19	+7%	+$1.14K	0.01%	184
2023 Q4	$16.8K	Buy	+281	New	+$16.8K	0.01%	182
2019 Q1	–	Sell	-117,517	Closed	-$7.03M	–	59
2018 Q4	$7.03M	Buy	+117,517	New	+$7.05M	6.58%	4

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Friedenthal Financial's FTSM Position: Q4 2025 in Review

Friedenthal Financial sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2025, closing a stake of 422 shares — an estimated $25.3K sold.

Friedenthal Financial first reported a position in FTSM in Q4 2018 and held it in 9 quarters. The position peaked at $7.03M in Q4 2018. 402 funds tracked by Wall St. Rank hold FTSM as of Q4 2025.

Friedenthal Financial reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2025 after selling out during the quarter.
Friedenthal Financial sold 422 First Trust Enhanced Short Maturity ETF shares in Q4 2025, an estimated $25.3K.
Friedenthal Financial first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2018 and held it in 9 quarters.
Friedenthal Financial's First Trust Enhanced Short Maturity ETF position peaked at $7.03M in Q4 2018.
402 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2025.

Based on Friedenthal Financial's 13F filing for Q4 2025, filed 27 Jan 2026.