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Independent Financial Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Independent Financial Group’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
Q2 		$3.16M Sell
52,892
-12,501
-19% -$748K 0.06% 333
2026
Q1 		$3.91M Sell
65,393
-108,959
-62% -$6.53M 0.09% 223
2025
Q4 		$10.4M Buy
174,352
+107,918
+162% +$6.48M 0.23% 78
2025
Q3 		$3.98M Sell
66,434
-60,482
-48% -$3.63M 0.1% 198
2025
Q2 		$7.6M Buy
126,916
+73,813
+139% +$4.42M 0.21% 89
2025
Q1 		$3.18M Sell
53,103
-792
-1% -$47.4K 0.11% 188
2024
Q4 		$3.22M Buy
53,895
+10,091
+23% +$604K 0.11% 184
2024
Q3 		$2.62M Buy
43,804
+7,636
+21% +$457K 0.1% 218
2024
Q2 		$2.16M Sell
36,168
-33,059
-48% -$1.97M 0.09% 222
2024
Q1 		$4.13M Sell
69,227
-8,478
-11% -$507K 0.19% 115
2023
Q4 		$4.64M Buy
77,705
+13,311
+21% +$794K 0.25% 94
2023
Q3 		$3.83M Buy
64,394
+29,300
+83% +$1.75M 0.25% 87
2023
Q2 		$2.08M Sell
35,094
-7,854
-18% -$468K 0.14% 154
2023
Q1 		$2.56M Buy
42,948
+11,330
+36% +$675K 0.2% 113
2022
Q4 		$1.88M Buy
31,618
+17,401
+122% +$1.03M 0.16% 122
2022
Q3 		$843K Buy
14,217
+6,933
+95% +$412K 0.08% 257
2022
Q2 		$433K Buy
7,284
+391
+6% +$23.3K 0.05% 414
2022
Q1 		$410K Sell
6,893
-57
-0.8% -$3.4K 0.03% 493
2021
Q4 		$416K Sell
6,950
-12,107
-64% -$725K 0.03% 475
2021
Q3 		$1.14M Sell
19,057
-25
-0.1% -$1.5K 0.12% 185
2021
Q2 		$1.14M Buy
19,082
+431
+2% +$25.8K 0.12% 184
2021
Q1 		$1.12M Sell
18,651
-1,493
-7% -$89.6K 0.14% 176
2020
Q4 		$1.21M Buy
20,144
+13,034
+183% +$783K 0.18% 145
2020
Q3 		$427K Sell
7,110
-2,567
-27% -$154K 0.08% 275
2020
Q2 		$580K Sell
9,677
-800
-8% -$47.8K 0.13% 192
2020
Q1 		$618K Buy
+10,477
New +$627K 0.18% 140

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Independent Financial Group's FTSM Position: Q2 2026 in Review

Independent Financial Group reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 19% in Q2 2026, selling an estimated $748K and leaving 52,892 shares worth $3.16M. The position accounts for 0.06% of the portfolio, ranked #333.

Independent Financial Group first reported a position in FTSM in Q1 2020 and has held it in 26 quarters since. The position peaked at $10.4M in Q4 2025. 407 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Independent Financial Group held 52,892 shares of First Trust Enhanced Short Maturity ETF worth $3.16M as of Q2 2026.
  • Independent Financial Group sold 12,501 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $748K.
  • First Trust Enhanced Short Maturity ETF made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #333 holding.
  • Independent Financial Group first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's First Trust Enhanced Short Maturity ETF position peaked at $10.4M in Q4 2025.
  • 407 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.