IMA Advisory Services’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

IMA Advisory Services’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	$11.3K	Hold	189	–	–	﹤0.01%	323
2025 Q4	$11.3K	Sell	189 -6,809	-97%	-$409K	﹤0.01%	332
2025 Q3	$419K	Buy	+6,998	New	+$420K	0.04%	149
2018 Q4	–	Sell	-15	Closed	-$1K	–	332
2018 Q3	$1K	Buy	+15	New	+$900	﹤0.01%	319

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

IMA Advisory Services's FTSM Position: Q1 2026 in Review

IMA Advisory Services held its First Trust Enhanced Short Maturity ETF (FTSM) position steady in Q1 2026 at 189 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

IMA Advisory Services first reported a position in FTSM in Q3 2018 and has held it in 4 quarters since. The position peaked at $419K in Q3 2025. 425 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

IMA Advisory Services held 189 shares of First Trust Enhanced Short Maturity ETF worth $11.3K as of Q1 2026.
IMA Advisory Services left its First Trust Enhanced Short Maturity ETF share count unchanged in Q1 2026.
First Trust Enhanced Short Maturity ETF made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #323 holding.
IMA Advisory Services first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2018 and has held it in 4 quarters since.
IMA Advisory Services's First Trust Enhanced Short Maturity ETF position peaked at $419K in Q3 2025.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.