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Harbor Investment Advisory’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Harbor Investment Advisory’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 		$8.66K Hold
145
– – ﹤0.01% 1062
2026
Q1 		$8.67K Hold
145
– – ﹤0.01% 929
2025
Q4 		$8.69K Hold
145
– – ﹤0.01% 963
2025
Q3 		$8.69K Hold
145
– – ﹤0.01% 925
2025
Q2 		$8.68K Hold
145
– – ﹤0.01% 918
2025
Q1 		$8.68K Buy
145
+45
+45% +$2.69K ﹤0.01% 898
2024
Q4 		$5.98K Hold
100
– – ﹤0.01% 953
2024
Q3 		$5.99K Hold
100
– – ﹤0.01% 960
2024
Q2 		$5.96K Hold
100
– – ﹤0.01% 945
2024
Q1 		$5.96K Hold
100
– – ﹤0.01% 944
2023
Q4 		$5.97K Hold
100
– – ﹤0.01% 912
2023
Q3 		$5.94K Hold
100
– – ﹤0.01% 893
2023
Q2 		$5.94K Hold
100
– – ﹤0.01% 1103
2023
Q1 		$5.95K Sell
100
-797
-89% -$47.5K ﹤0.01% 1102
2022
Q4 		$53.3K Hold
897
– – 0.01% 679
2022
Q3 		$53K Buy
897
+797
+797% +$47.4K 0.01% 674
2022
Q2 		$6K Hold
100
– – ﹤0.01% 1112
2022
Q1 		$6K Hold
100
– – ﹤0.01% 1141
2021
Q4 		$6K Hold
100
– – ﹤0.01% 1122
2021
Q3 		$6K Hold
100
– – ﹤0.01% 1128
2021
Q2 		$6K Hold
100
– – ﹤0.01% 1077
2021
Q1 		$6K Hold
100
– – ﹤0.01% 1053
2020
Q4 		$6K Hold
100
– – ﹤0.01% 997
2020
Q3 		$6K Hold
100
– – ﹤0.01% 920
2020
Q2 		$6K Hold
100
– – ﹤0.01% 848
2020
Q1 		$6K Buy
+100
New +$5.99K ﹤0.01% 828

Other funds holding FTSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BC
BDFS Capital Rehoboth Beach, Delaware $230M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
GCWM
Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Harbor Investment Advisory's FTSM Position: Q2 2026 in Review

Harbor Investment Advisory held its First Trust Enhanced Short Maturity ETF (FTSM) position steady in Q2 2026 at 145 shares worth $8.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Harbor Investment Advisory first reported a position in FTSM in Q1 2020 and has held it in 26 quarters since. The position peaked at $53.3K in Q4 2022. 272 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Harbor Investment Advisory held 145 shares of First Trust Enhanced Short Maturity ETF worth $8.66K as of Q2 2026.
  • Harbor Investment Advisory left its First Trust Enhanced Short Maturity ETF share count unchanged in Q2 2026.
  • First Trust Enhanced Short Maturity ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1062 holding.
  • Harbor Investment Advisory first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2020 and has held it in 26 quarters since.
  • Harbor Investment Advisory's First Trust Enhanced Short Maturity ETF position peaked at $53.3K in Q4 2022.
  • 272 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.