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Insight Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Insight Advisors’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 		$1.88M Sell
31,504
-310
-1% -$18.6K 0.33% 40
2026
Q1 		$1.9M Sell
31,814
-5,836
-16% -$350K 0.36% 37
2025
Q4 		$2.26M Sell
37,650
-7,333
-16% -$440K 0.34% 49
2025
Q3 		$2.7M Sell
44,983
-34,880
-44% -$2.09M 0.41% 42
2025
Q2 		$4.78M Sell
79,863
-8,210
-9% -$492K 0.77% 20
2025
Q1 		$5.27M Sell
88,073
-6,532
-7% -$391K 0.92% 18
2024
Q4 		$5.65M Sell
94,605
-2,638
-3% -$158K 0.95% 16
2024
Q3 		$5.82M Buy
97,243
+1,923
+2% +$115K 1% 15
2024
Q2 		$5.68M Buy
95,320
+161
+0.2% +$9.61K 1.03% 13
2024
Q1 		$5.67M Sell
95,159
-1,642
-2% -$98.1K 1.09% 8
2023
Q4 		$5.78M Buy
96,801
+505
+0.5% +$30.1K 1.22% 8
2023
Q3 		$5.72M Buy
96,296
+888
+0.9% +$52.9K 1.31% 5
2023
Q2 		$5.67M Buy
95,408
+8,957
+10% +$534K 1.27% 7
2023
Q1 		$5.14M Buy
86,451
+16,277
+23% +$970K 1.21% 4
2022
Q4 		$4.17M Buy
70,174
+12,401
+21% +$737K 1.46% 6
2022
Q3 		$3.43M Buy
57,773
+31,007
+116% +$1.84M 1.35% 13
2022
Q2 		$1.59M Sell
26,766
-2,209
-8% -$131K 0.54% 42
2022
Q1 		$1.73M Buy
28,975
+3,547
+14% +$212K 0.52% 42
2021
Q4 		$1.52M Buy
25,428
+3,389
+15% +$203K 0.45% 56
2021
Q3 		$1.32M Sell
22,039
-11,475
-34% -$688K 0.39% 67
2021
Q2 		$2.01M Buy
33,514
+1,947
+6% +$117K 0.63% 38
2021
Q1 		$1.89M Buy
31,567
+5,274
+20% +$317K 0.6% 41
2020
Q4 		$1.58M Buy
+26,293
New +$1.58M 0.6% 45

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
Bank of America
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
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

Insight Advisors's FTSM Position: Q2 2026 in Review

Insight Advisors reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.97% in Q2 2026, selling an estimated $18.6K and leaving 31,504 shares worth $1.88M. The position accounts for 0.33% of the portfolio, ranked #40.

Insight Advisors first reported a position in FTSM in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.82M in Q3 2024. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Insight Advisors held 31,504 shares of First Trust Enhanced Short Maturity ETF worth $1.88M as of Q2 2026.
  • Insight Advisors sold 310 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $18.6K.
  • First Trust Enhanced Short Maturity ETF made up 0.33% of Insight Advisors's portfolio in Q2 2026, its #40 holding.
  • Insight Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2020 and has held it in 23 quarters since.
  • Insight Advisors's First Trust Enhanced Short Maturity ETF position peaked at $5.82M in Q3 2024.
  • 421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.