Iams Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Iams Wealth Management’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	–	Sell	-12,098	Closed	-$723K	–	195
2026 Q1	$723K	Sell	12,098 -27,490	-69%	-$1.65M	0.25%	105
2025 Q4	$2.37M	Buy	39,588 +9,830	+33%	+$590K	0.86%	37
2025 Q3	$1.78M	Buy	+29,758	New	+$1.79M	0.72%	47
2024 Q4	–	Sell	-4,439	Closed	-$266K	–	168
2024 Q3	$266K	Sell	4,439 -2,922	-40%	-$175K	0.13%	129
2024 Q2	$439K	Buy	7,361 +1,953	+36%	+$117K	0.24%	102
2024 Q1	$324K	Sell	5,408 -78,576	-94%	-$4.7M	0.2%	94
2023 Q4	$5.01M	Buy	83,984 +47,542	+130%	+$2.83M	3.24%	5
2023 Q3	$2.17M	Buy	+36,442	New	+$2.17M	1.5%	15
2023 Q2	–	Sell	-116,157	Closed	-$6.92M	–	169
2023 Q1	$6.93M	Buy	116,157 +46,822	+68%	+$2.79M	5.76%	3
2022 Q4	$4.12M	Buy	+69,335	New	+$4.12M	4.19%	4

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

Iams Wealth Management's FTSM Position: Q2 2026 in Review

Iams Wealth Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2026, closing a stake of 12,098 shares — an estimated $723K sold.

Iams Wealth Management first reported a position in FTSM in Q4 2022 and held it in 10 quarters. The position peaked at $6.93M in Q1 2023. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Iams Wealth Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2026 after selling out during the quarter.
Iams Wealth Management sold 12,098 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $723K.
Iams Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and held it in 10 quarters.
Iams Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $6.93M in Q1 2023.
421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.