Insigneo Advisory Services’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Insigneo Advisory Services’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	$1.7M	Hold	28,415	–	–	0.06%	213
2026 Q1	$1.7M	Sell	28,415 -750	-3%	-$45K	0.12%	150
2025 Q4	$1.75M	Sell	29,165 -611	-2%	-$36.7K	0.13%	141
2025 Q3	$1.78M	Sell	29,776 -900	-3%	-$54K	0.13%	131
2025 Q2	$1.84M	Hold	30,676	–	–	0.16%	121
2025 Q1	$1.84M	Sell	30,676 -8,700	-22%	-$521K	0.19%	105
2024 Q4	$2.35M	Buy	39,376 +8,000	+25%	+$479K	0.24%	80
2024 Q3	$1.88M	Hold	31,376	–	–	0.19%	110
2024 Q2	$1.88M	Buy	+31,376	New	+$1.87M	0.21%	95

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

Insigneo Advisory Services's FTSM Position: Q2 2026 in Review

Insigneo Advisory Services held its First Trust Enhanced Short Maturity ETF (FTSM) position steady in Q2 2026 at 28,415 shares worth $1.7M. The position accounts for 0.06% of the portfolio, ranked #213.

Insigneo Advisory Services first reported a position in FTSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.35M in Q4 2024. 424 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Insigneo Advisory Services held 28,415 shares of First Trust Enhanced Short Maturity ETF worth $1.7M as of Q2 2026.
Insigneo Advisory Services left its First Trust Enhanced Short Maturity ETF share count unchanged in Q2 2026.
First Trust Enhanced Short Maturity ETF made up 0.06% of Insigneo Advisory Services's portfolio in Q2 2026, its #213 holding.
Insigneo Advisory Services first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2024 and has held it in 9 quarters since.
Insigneo Advisory Services's First Trust Enhanced Short Maturity ETF position peaked at $2.35M in Q4 2024.
424 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.