IIL
FTSM icon

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

Insight Inv LLC’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 		$41.8K Hold
700
– – 0.02% 100
2026
Q1 		$41.8K Hold
700
– – 0.02% 96
2025
Q4 		$42K Sell
700
-475
-40% -$28.5K 0.02% 102
2025
Q3 		$70.4K Hold
1,175
– – 0.04% 102
2025
Q2 		$70.3K Hold
1,175
– – 0.05% 102
2025
Q1 		$70.3K Hold
1,175
– – 0.05% 110
2024
Q4 		$70.2K Hold
1,175
– – 0.05% 107
2024
Q3 		$70.6K Hold
1,175
– – 0.06% 81
2024
Q2 		$70.3K Hold
1,175
– – 0.06% 78
2024
Q1 		$70.1K Sell
1,175
-550
-32% -$32.9K 0.06% 81
2023
Q4 		$103K Hold
1,725
– – 0.1% 74
2023
Q3 		$103K Hold
1,725
– – 0.11% 72
2023
Q2 		$102K Hold
1,725
– – 0.11% 75
2023
Q1 		$103K Sell
1,725
-1,550
-47% -$92.3K 0.11% 75
2022
Q4 		$195K Hold
3,275
– – 0.2% 76
2022
Q3 		$195K Hold
3,275
– – 0.22% 76
2022
Q2 		$195K Sell
3,275
-1,150
-26% -$68.4K 0.2% 76
2022
Q1 		$264K Hold
4,425
– – 0.24% 75
2021
Q4 		$265K Buy
+4,425
New +$265K 0.24% 79

Other funds holding FTSM

BC
BDFS Capital Rehoboth Beach, Delaware $230M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
GCWM
Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Insight Inv LLC's FTSM Position: Q2 2026 in Review

Insight Inv LLC held its First Trust Enhanced Short Maturity ETF (FTSM) position steady in Q2 2026 at 700 shares worth $41.8K. The position accounts for 0.02% of the portfolio, ranked #100.

Insight Inv LLC first reported a position in FTSM in Q4 2021 and has held it in 19 quarters since. The position peaked at $265K in Q4 2021. 133 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Insight Inv LLC held 700 shares of First Trust Enhanced Short Maturity ETF worth $41.8K as of Q2 2026.
  • Insight Inv LLC left its First Trust Enhanced Short Maturity ETF share count unchanged in Q2 2026.
  • First Trust Enhanced Short Maturity ETF made up 0.02% of Insight Inv LLC's portfolio in Q2 2026, its #100 holding.
  • Insight Inv LLC first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2021 and has held it in 19 quarters since.
  • Insight Inv LLC's First Trust Enhanced Short Maturity ETF position peaked at $265K in Q4 2021.
  • 133 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.