IWN
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Independent Wealth Network’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Independent Wealth Network’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 		– Sell
-4,729
Closed -$283K – 314
2025
Q4 		$283K Sell
4,729
-987
-17% -$59.2K 0.09% 213
2025
Q3 		$342K Sell
5,716
-2,655
-32% -$159K 0.11% 194
2025
Q2 		$501K Sell
8,371
-6,151
-42% -$368K 0.18% 139
2025
Q1 		$869K Sell
14,522
-2,515
-15% -$151K 0.35% 79
2024
Q4 		$1.02M Sell
17,037
-1,262
-7% -$75.6K 0.41% 62
2024
Q3 		$1.1M Sell
18,299
-5,465
-23% -$327K 0.48% 48
2024
Q2 		$1.42M Buy
23,764
+3,313
+16% +$198K 0.66% 38
2024
Q1 		$1.22M Sell
20,451
-10,936
-35% -$654K 0.57% 42
2023
Q4 		$1.87M Buy
31,387
+12,128
+63% +$723K 0.99% 22
2023
Q3 		$1.14M Buy
19,259
+1,263
+7% +$75.2K 0.7% 34
2023
Q2 		$1.07M Buy
17,996
+632
+4% +$37.7K 0.64% 36
2023
Q1 		$1.03M Buy
17,364
+11,335
+188% +$675K 0.66% 34
2022
Q4 		$358K Buy
+6,029
New +$358K 0.25% 102

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.16B 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