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

Imprint 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	-291	Closed	-$17.4K	–	341
2025 Q3	$17.4K	Buy	+291	New	+$17.5K	0.06%	141
2024 Q1	$445K	Buy	7,465 +313	+4%	+$18.7K	0.11%	176
2023 Q4	$427K	Buy	7,152 +577	+9%	+$34.4K	0.34%	92
2023 Q3	$392K	Buy	6,575 +782	+13%	+$46.6K	0.33%	92
2023 Q2	$345K	Buy	+5,793	New	+$345K	0.22%	127

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

Imprint Wealth's FTSM Position: Q4 2025 in Review

Imprint Wealth sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2025, closing a stake of 291 shares — an estimated $17.4K sold.

Imprint Wealth first reported a position in FTSM in Q2 2023 and held it in 5 quarters. The position peaked at $445K in Q1 2024. 401 funds tracked by Wall St. Rank hold FTSM as of Q4 2025.

Imprint Wealth reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2025 after selling out during the quarter.
Imprint Wealth sold 291 First Trust Enhanced Short Maturity ETF shares in Q4 2025, an estimated $17.4K.
Imprint Wealth first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2023 and held it in 5 quarters.
Imprint Wealth's First Trust Enhanced Short Maturity ETF position peaked at $445K in Q1 2024.
401 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2025.

Based on Imprint Wealth's 13F filing for Q4 2025, filed 17 Feb 2026.