Impact Partnership Wealth’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Impact Partnership Wealth’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
2025 Q4	–	Sell	-4,644	Closed	-$278K	–	397
2025 Q3	$278K	Buy	+4,644	New	+$279K	0.04%	244
2024 Q4	–	Sell	-18,108	Closed	-$1.08M	–	307
2024 Q3	$1.08M	Buy	+18,108	New	+$1.08M	0.24%	47
2024 Q2	–	Sell	-339	Closed	-$20.2K	–	389
2024 Q1	$20.2K	Buy	339 +145	+75%	+$8.67K	0.01%	386
2023 Q4	$11.6K	Hold	194	–	–	﹤0.01%	484
2023 Q3	$11.5K	Sell	194 -310	-62%	-$18.5K	﹤0.01%	570
2023 Q2	$29.9K	Buy	+504	New	+$30K	0.01%	300

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Impact Partnership Wealth's FTSM Position: Q4 2025 in Review

Impact Partnership Wealth sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2025, closing a stake of 4,644 shares — an estimated $278K sold.

Impact Partnership Wealth first reported a position in FTSM in Q2 2023 and held it in 6 quarters. The position peaked at $1.08M in Q3 2024. 402 funds tracked by Wall St. Rank hold FTSM as of Q4 2025.

Impact Partnership Wealth reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2025 after selling out during the quarter.
Impact Partnership Wealth sold 4,644 First Trust Enhanced Short Maturity ETF shares in Q4 2025, an estimated $278K.
Impact Partnership Wealth first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2023 and held it in 6 quarters.
Impact Partnership Wealth's First Trust Enhanced Short Maturity ETF position peaked at $1.08M in Q3 2024.
402 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2025.

Based on Impact Partnership Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.