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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Hazlett, Burt & Watson's FTSM Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 3.7% in Q1 2026, buying an estimated $60 and bringing the position to 28 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Hazlett, Burt & Watson first reported a position in FTSM in Q4 2024 and has held it in 6 quarters since. 426 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

Hazlett, Burt & Watson held 28 shares of First Trust Enhanced Short Maturity ETF worth $2K as of Q1 2026.
Hazlett, Burt & Watson bought 1 First Trust Enhanced Short Maturity ETF share in Q1 2026, an estimated $60.
First Trust Enhanced Short Maturity ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #852 holding.
Hazlett, Burt & Watson first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and has held it in 6 quarters since.
426 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.