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Harvest Investment Services’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Harvest Investment Services’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 		$9.74M Buy
163,016
+31,711
+24% +$1.9M 1.51% 8
2026
Q1 		$7.85M Sell
131,305
-23,020
-15% -$1.38M 1.44% 9
2025
Q4 		$9.25M Sell
154,325
-26,457
-15% -$1.59M 1.75% 7
2025
Q3 		$10.8M Sell
180,782
-2,171
-1% -$130K 2.18% 5
2025
Q2 		$11M Sell
182,953
-3,476
-2% -$208K 2.45% 6
2025
Q1 		$11.2M Sell
186,429
-38,175
-17% -$2.29M 3.11% 4
2024
Q4 		$13.4M Buy
224,604
+7,579
+3% +$454K 3.29% 2
2024
Q3 		$13M Sell
217,025
-261,128
-55% -$15.6M 4.15% 2
2024
Q2 		$28.5M Buy
478,153
+45,173
+10% +$2.7M 11.31% 1
2024
Q1 		$25.8M Buy
432,980
+6,126
+1% +$366K 10.37% 1
2023
Q4 		$25.5M Buy
426,854
+107,616
+34% +$6.42M 11.72% 1
2023
Q3 		$19M Buy
319,238
+184,469
+137% +$11M 12.21% 1
2023
Q2 		$8.01M Sell
134,769
-100,333
-43% -$5.98M 4.56% 1
2023
Q1 		$14M Buy
235,102
+173,868
+284% +$10.4M 10.82% 1
2022
Q4 		$3.64M Buy
61,234
+14,114
+30% +$839K 3.89% 3
2022
Q3 		$2.79M Sell
47,120
-30,474
-39% -$1.81M 3.42% 5
2022
Q2 		$4.61M Sell
77,594
-20,560
-21% -$1.22M 3.53% 2
2022
Q1 		$5.84M Sell
98,154
-13,127
-12% -$783K 3.5% 1
2021
Q4 		$6.65M Sell
111,281
-105,294
-49% -$6.3M 2.8% 3
2021
Q3 		$13M Sell
216,575
-5,411
-2% -$324K 5.3% 1
2021
Q2 		$13.3M Buy
221,986
+22,868
+11% +$1.37M 5.59% 1
2021
Q1 		$11.9M Sell
199,118
-38,591
-16% -$2.32M 5.38% 1
2020
Q4 		$14.3M Sell
237,709
-1,671
-0.7% -$100K 7.35% 1
2020
Q3 		$14.4M Sell
239,380
-1,293
-0.5% -$77.7K 8.23% 1
2020
Q2 		$14.4M Buy
240,673
+66,153
+38% +$3.95M 8.55% 1
2020
Q1 		$10.3M Sell
174,520
-231,959
-57% -$13.9M 13.71% 1
2019
Q4 		$24.4M Sell
406,479
-311,382
-43% -$18.7M 12.97% 1
2019
Q3 		$43.1M Buy
717,861
+540,444
+305% +$32.5M 21.64% 1
2019
Q2 		$10.7M Buy
177,417
+20,480
+13% +$1.23M 6.07% 1
2019
Q1 		$9.41M Buy
+156,937
New +$9.41M 5.46% 1

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

Harvest Investment Services's FTSM Position: Q2 2026 in Review

Harvest Investment Services increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 24% in Q2 2026, buying an estimated $1.9M and bringing the position to 163,016 shares worth $9.74M. The position accounts for 1.51% of the portfolio, ranked #8.

Harvest Investment Services first reported a position in FTSM in Q1 2019 and has held it in 30 quarters since. The position peaked at $43.1M in Q3 2019. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Harvest Investment Services held 163,016 shares of First Trust Enhanced Short Maturity ETF worth $9.74M as of Q2 2026.
  • Harvest Investment Services bought 31,711 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $1.9M.
  • First Trust Enhanced Short Maturity ETF made up 1.51% of Harvest Investment Services's portfolio in Q2 2026, its #8 holding.
  • Harvest Investment Services first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2019 and has held it in 30 quarters since.
  • Harvest Investment Services's First Trust Enhanced Short Maturity ETF position peaked at $43.1M in Q3 2019.
  • 421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.