Hazlett, Burt & Watson’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Hazlett, Burt & Watson’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	$2K	Hold	28	–	–	﹤0.01%	846
2026 Q1	$2K	Buy	28 +1	+4%	+$60	﹤0.01%	852
2025 Q4	$2K	Hold	27	–	–	﹤0.01%	861
2025 Q3	$2K	Hold	27	–	–	﹤0.01%	811
2025 Q2	$2K	Buy	27 +1	+4%	+$60	﹤0.01%	725
2025 Q1	$2K	Hold	26	–	–	﹤0.01%	721
2024 Q4	$2K	Buy	+26	New	+$1.56K	﹤0.01%	699

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

Hazlett, Burt & Watson's FTSM Position: Q2 2026 in Review

Hazlett, Burt & Watson held its First Trust Enhanced Short Maturity ETF (FTSM) position steady in Q2 2026 at 28 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Hazlett, Burt & Watson first reported a position in FTSM in Q4 2024 and has held it in 7 quarters since. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Hazlett, Burt & Watson held 28 shares of First Trust Enhanced Short Maturity ETF worth $2K as of Q2 2026.
Hazlett, Burt & Watson 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 Hazlett, Burt & Watson's portfolio in Q2 2026, its #846 holding.
Hazlett, Burt & Watson first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and has held it in 7 quarters since.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.