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FSC Wealth Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

FSC Wealth 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 		– Sell
-9,116
Closed -$545K – 5
2026
Q1 		$545K Sell
9,116
-90,763
-91% -$5.44M 10.4% 3
2025
Q4 		$5.99M Sell
99,879
-99,329
-50% -$5.96M 9.71% 2
2025
Q3 		$11.9M Sell
199,208
-471
-0.2% -$28.3K 6.88% 2
2025
Q2 		$12M Buy
199,679
+195
+0.1% +$11.7K 7.54% 2
2025
Q1 		$11.9M Sell
199,484
-2,475
-1% -$148K 7.83% 2
2024
Q4 		$12.1M Sell
201,959
-5,562
-3% -$333K 7.77% 2
2024
Q3 		$12.4M Sell
207,521
-2,809
-1% -$168K 8.92% 2
2024
Q2 		$12.5M Sell
210,330
-2,948
-1% -$176K 9.26% 2
2024
Q1 		$12.7M Sell
213,278
-5,916
-3% -$354K 8.95% 2
2023
Q4 		$13.1M Sell
219,194
-101,956
-32% -$6.08M 9.58% 2
2023
Q3 		$19.1M Sell
321,150
-693
-0.2% -$41.3K 19.78% 1
2023
Q2 		$19.1M Buy
321,843
+697
+0.2% +$41.5K 17.19% 2
2023
Q1 		$19.1M Buy
321,146
+38,771
+14% +$2.31M 30.2% 2
2022
Q4 		$16.8M Buy
+282,375
New +$16.8M 28.7% 2

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSC Wealth Advisors's FTSM Position: Q2 2026 in Review

FSC Wealth Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2026, closing a stake of 9,116 shares — an estimated $545K sold.

FSC Wealth Advisors first reported a position in FTSM in Q4 2022 and held it in 14 quarters. The position peaked at $19.1M in Q2 2023. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • FSC Wealth Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2026 after selling out during the quarter.
  • FSC Wealth Advisors sold 9,116 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $545K.
  • FSC Wealth Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and held it in 14 quarters.
  • FSC Wealth Advisors's First Trust Enhanced Short Maturity ETF position peaked at $19.1M in Q2 2023.
  • 421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on FSC Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.