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

IHT 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
Q1 		$1.81M Buy
30,197
+1,908
+7% +$114K 0.04% 402
2025
Q4 		$1.7M Buy
28,289
+725
+3% +$43.5K 0.04% 385
2025
Q3 		$1.65M Buy
27,564
+596
+2% +$35.8K 0.04% 378
2025
Q2 		$1.61M Buy
26,968
+3,888
+17% +$233K 0.04% 363
2025
Q1 		$1.38M Sell
23,080
-861
-4% -$51.6K 0.04% 378
2024
Q4 		$1.43M Sell
23,941
-1,959
-8% -$117K 0.05% 347
2024
Q3 		$1.55M Sell
25,900
-2,763
-10% -$165K 0.04% 382
2024
Q2 		$1.71M Sell
28,663
-2,266
-7% -$135K 0.06% 285
2024
Q1 		$1.84M Sell
30,929
-2,536
-8% -$152K 0.07% 269
2023
Q4 		$2M Sell
33,465
-16,024
-32% -$955K 0.09% 224
2023
Q3 		$2.94M Buy
49,489
+5,350
+12% +$319K 0.15% 140
2023
Q2 		$2.62M Buy
44,139
+4,019
+10% +$240K 0.14% 145
2023
Q1 		$2.39M Buy
40,120
+489
+1% +$29.1K 0.14% 148
2022
Q4 		$2.36M Buy
39,631
+5,472
+16% +$325K 0.15% 152
2022
Q3 		$2.03M Buy
34,159
+10,090
+42% +$600K 0.15% 145
2022
Q2 		$1.43M Sell
24,069
-1,304
-5% -$77.6K 0.13% 172
2022
Q1 		$1.51M Sell
25,373
-2,159
-8% -$129K 0.11% 183
2021
Q4 		$1.65M Buy
27,532
+618
+2% +$37K 0.12% 169
2021
Q3 		$1.61M Sell
26,914
-6,088
-18% -$365K 0.13% 154
2021
Q2 		$1.98M Sell
33,002
-12,825
-28% -$769K 0.13% 170
2021
Q1 		$2.75M Sell
45,827
-5,268
-10% -$316K 0.2% 111
2020
Q4 		$3.07M Sell
51,095
-5,816
-10% -$349K 0.26% 87
2020
Q3 		$3.42M Buy
56,911
+3,860
+7% +$232K 0.34% 60
2020
Q2 		$3.18M Sell
53,051
-12,361
-19% -$738K 0.44% 44
2020
Q1 		$3.86M Buy
65,412
+10,381
+19% +$621K 0.56% 33
2019
Q4 		$3.31M Buy
55,031
+1,081
+2% +$65K 0.39% 55
2019
Q3 		$3.24M Buy
53,950
+3,802
+8% +$229K 0.44% 49
2019
Q2 		$3.01M Sell
50,148
-3,191
-6% -$192K 0.44% 48
2019
Q1 		$3.2M Sell
53,339
-5,984
-10% -$359K 0.53% 33
2018
Q4 		$3.55M Buy
59,323
+42,073
+244% +$2.52M 0.68% 28
2018
Q3 		$1.03M Buy
17,250
+8,859
+106% +$532K 0.22% 118
2018
Q2 		$503K Sell
8,391
-1,091
-12% -$65.5K 0.13% 204
2018
Q1 		$569K Buy
9,482
+8,250
+670% +$495K 0.15% 168
2017
Q4 		$74K Buy
1,232
+850
+223% +$51K 0.02% 577
2017
Q3 		$23K Sell
382
-19
-5% -$1.14K 0.01% 728
2017
Q2 		$49 Hold
401
– – 0.02% 509
2017
Q1 		$18K Buy
401
+386
+2,573% +$23.1K 0.01% 686
2016
Q4 		$1K Buy
+15
New +$899 ﹤0.01% 1114

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IHT Wealth Management's FTSM Position: Q1 2026 in Review

IHT Wealth Management increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 6.7% in Q1 2026, buying an estimated $114K and bringing the position to 30,197 shares worth $1.81M. The position accounts for 0.04% of the portfolio, ranked #402.

IHT Wealth Management first reported a position in FTSM in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.86M in Q1 2020. 425 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

  • IHT Wealth Management held 30,197 shares of First Trust Enhanced Short Maturity ETF worth $1.81M as of Q1 2026.
  • IHT Wealth Management bought 1,908 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $114K.
  • First Trust Enhanced Short Maturity ETF made up 0.04% of IHT Wealth Management's portfolio in Q1 2026, its #402 holding.
  • IHT Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $3.86M in Q1 2020.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.