Hansen & Associates Financial Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Hansen & Associates Financial Group’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	$38.3M	Sell	639,953 -154,131	-19%	-$9.23M	21.93%	2
2026 Q1	$47.5M	Buy	+794,084	New	+$47.6M	25.56%	2
2025 Q4	–	Sell	-745,383	Closed	-$44.7M	–	47
2025 Q3	$44.7M	Sell	745,383 -303,214	-29%	-$18.2M	18.72%	2
2025 Q2	$63M	Sell	1,048,597 -236,734	-18%	-$14.2M	34.19%	2
2025 Q1	$77M	Buy	1,285,331 +431,915	+51%	+$25.9M	41.28%	2
2024 Q4	$51M	Sell	853,416 -28,537	-3%	-$1.71M	25.97%	2
2024 Q3	$52.9M	Buy	881,953 +47,183	+6%	+$2.83M	27.93%	2
2024 Q2	$49.8M	Buy	834,770 +32,220	+4%	+$1.92M	26.31%	2
2024 Q1	$47.9M	Buy	802,550 +190,510	+31%	+$11.4M	27.44%	2
2023 Q4	$36.6M	Buy	+612,040	New	+$36.5M	19.13%	2

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

Hansen & Associates Financial Group's FTSM Position: Q2 2026 in Review

Hansen & Associates Financial Group reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 19% in Q2 2026, selling an estimated $9.23M and leaving 639,953 shares worth $38.3M. The position accounts for 21.93% of the portfolio, ranked #2.

Hansen & Associates Financial Group first reported a position in FTSM in Q4 2023 and has held it in 10 quarters since. The position peaked at $77M in Q1 2025. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Hansen & Associates Financial Group held 639,953 shares of First Trust Enhanced Short Maturity ETF worth $38.3M as of Q2 2026.
Hansen & Associates Financial Group sold 154,131 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $9.23M.
First Trust Enhanced Short Maturity ETF made up 21.93% of Hansen & Associates Financial Group's portfolio in Q2 2026, its #2 holding.
Hansen & Associates Financial Group first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2023 and has held it in 10 quarters since.
Hansen & Associates Financial Group's First Trust Enhanced Short Maturity ETF position peaked at $77M in Q1 2025.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Hansen & Associates Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.