IFP Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

IFP Advisors’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	$26M	Buy	435,534 +118,719	+37%	+$7.12M	0.54%	27
2025 Q4	$19M	Sell	316,815 -44,781	-12%	-$2.69M	0.43%	44
2025 Q3	$21.7M	Sell	361,596 -395,394	-52%	-$23.7M	0.56%	28
2025 Q2	$45.3M	Sell	756,990 -13,074	-2%	-$783K	1.29%	7
2025 Q1	$46.1M	Buy	770,064 +417,113	+118%	+$25M	1.42%	4
2024 Q4	$21.1M	Buy	352,951 +59,904	+20%	+$3.59M	0.69%	21
2024 Q3	$17.5M	Buy	293,047 +21,328	+8%	+$1.28M	0.63%	29
2024 Q2	$16.2M	Sell	271,719 -134,359	-33%	-$8.02M	0.64%	30
2024 Q1	$24.2M	Sell	406,078 -326,766	-45%	-$19.5M	1.06%	9
2023 Q4	$43.7M	Sell	732,844 -153,073	-17%	-$9.13M	2.06%	2
2023 Q3	$52.6M	Sell	885,917 -41,852	-5%	-$2.49M	2.37%	2
2023 Q2	$55.1M	Buy	927,769 +403,764	+77%	+$24.1M	2.3%	3
2023 Q1	$31.5M	Sell	524,005 -130,621	-20%	-$7.78M	1.37%	7
2022 Q4	$39.3M	Buy	654,626 +185,813	+40%	+$11M	1.05%	6
2022 Q3	$28.2M	Buy	468,813 +443,845	+1,778%	+$26.4M	0.73%	11
2022 Q2	$1.5M	Hold	24,968	–	–	0.05%	444
2022 Q1	$1.5M	Sell	24,968 -139,119	-85%	-$8.3M	0.05%	444
2021 Q4	$9.81M	Buy	164,087 +6,350	+4%	+$380K	0.19%	55
2021 Q3	$9.45M	Buy	157,737 +30,916	+24%	+$1.85M	0.19%	58
2021 Q2	$7.61M	Buy	126,821 +99,551	+365%	+$5.97M	0.16%	75
2021 Q1	$1.64M	Sell	27,270 -24,066	-47%	-$1.44M	0.03%	263
2020 Q4	$3.08M	Sell	51,336 -9,386	-15%	-$564K	0.12%	141
2020 Q3	$3.64M	Buy	60,722 +30,028	+98%	+$1.8M	0.22%	91
2020 Q2	$1.84M	Buy	30,694 +6,005	+24%	+$359K	0.15%	149
2020 Q1	$1.45M	Sell	24,689 -6,859	-22%	-$411K	0.15%	156
2019 Q4	$1.9M	Sell	31,548 -82,670	-72%	-$4.97M	0.14%	175
2019 Q3	$6.87M	Buy	+114,218	New	+$6.87M	0.46%	46
2019 Q1	$16.1M	Buy	269,355 +104,503	+63%	+$6.27M	2.2%	3
2018 Q4	$9.87M	Buy	164,852 +78,146	+90%	+$4.69M	0.6%	23
2018 Q3	$5.2M	Buy	86,706 +15,229	+21%	+$914K	0.21%	105
2018 Q2	$4.29M	Buy	71,477 +70,296	+5,952%	+$4.22M	0.18%	128
2018 Q1	$71K	Hold	1,181	–	–	﹤0.01%	1594
2017 Q4	$71K	Buy	1,181 +367	+45%	+$22K	﹤0.01%	1607
2017 Q3	$49K	Buy	814 +397	+95%	+$23.8K	﹤0.01%	2002
2017 Q2	$25K	Sell	417 -984	-70%	-$59K	﹤0.01%	2442
2017 Q1	$84K	Buy	1,401 +1,035	+283%	+$62.1K	﹤0.01%	1600
2016 Q4	$22K	Hold	366	–	–	﹤0.01%	2379
2016 Q3	$22K	Sell	366 -900	-71%	-$53.9K	﹤0.01%	2336
2016 Q2	$76K	Sell	1,266 -268,089	-100%	-$16.1M	﹤0.01%	1499
2016 Q1	$16.1M	Buy	269,355 +268,604	+35,766%	+$16.1M	2.2%	3
2015 Q4	$45K	Buy	+751	New	+$45K	﹤0.01%	1677

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 $9.2B AUM 23.26% 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

IFP Advisors's FTSM Position: Q1 2026 in Review

IFP Advisors increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 37% in Q1 2026, buying an estimated $7.12M and bringing the position to 435,534 shares worth $26M. The position accounts for 0.54% of the portfolio, ranked #27.

IFP Advisors first reported a position in FTSM in Q4 2015 and has held it in 41 quarters since. The position peaked at $55.1M in Q2 2023. 424 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

IFP Advisors held 435,534 shares of First Trust Enhanced Short Maturity ETF worth $26M as of Q1 2026.
IFP Advisors bought 118,719 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $7.12M.
First Trust Enhanced Short Maturity ETF made up 0.54% of IFP Advisors's portfolio in Q1 2026, its #27 holding.
IFP Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2015 and has held it in 41 quarters since.
IFP Advisors's First Trust Enhanced Short Maturity ETF position peaked at $55.1M in Q2 2023.
424 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.