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 Q2	$358K	Buy	+6,000	New	+$359K	0.09%	222
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Independent Wealth Network's FTSM Position: Q2 2026 in Review

Independent Wealth Network opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2026: 6,000 shares worth $358K. The stake represents 0.09% of the portfolio and ranks #222 among its holdings. This is a return to the name: Independent Wealth Network previously reported a position in FTSM as recently as Q4 2025.

Independent Wealth Network first reported a position in FTSM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.87M in Q4 2023. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Independent Wealth Network held 6,000 shares of First Trust Enhanced Short Maturity ETF worth $358K as of Q2 2026.
First Trust Enhanced Short Maturity ETF was a new Independent Wealth Network position in Q2 2026.
First Trust Enhanced Short Maturity ETF made up 0.09% of Independent Wealth Network's portfolio in Q2 2026, its #222 holding.
Independent Wealth Network first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and has held it in 14 quarters since.
Independent Wealth Network's First Trust Enhanced Short Maturity ETF position peaked at $1.87M in Q4 2023.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.