HAFG
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return