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

Inspirion Wealth 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
Q1 		– Sell
-3,361
Closed -$201K – 184
2025
Q4 		$201K Sell
3,361
-14,904
-82% -$894K 0.02% 164
2025
Q3 		$1.09M Buy
18,265
+14,291
+360% +$857K 0.15% 57
2025
Q2 		$238K Sell
3,974
-6,628
-63% -$397K 0.03% 142
2025
Q1 		$634K Sell
10,602
-4,334
-29% -$260K 0.09% 82
2024
Q4 		$893K Sell
14,936
-3,329
-18% -$199K 0.12% 62
2024
Q3 		$1.09M Sell
18,265
-5,015
-22% -$300K 0.15% 57
2024
Q2 		$1.39M Sell
23,280
-5,013
-18% -$299K 0.21% 47
2024
Q1 		$1.69M Sell
28,293
-30,070
-52% -$1.8M 0.28% 41
2023
Q4 		$3.48M Sell
58,363
-7,994
-12% -$477K 0.63% 26
2023
Q3 		$3.94M Sell
66,357
-2,530
-4% -$151K 0.77% 23
2023
Q2 		$4.09M Sell
68,887
-6,052
-8% -$361K 0.78% 23
2023
Q1 		$4.46M Sell
74,939
-6,011
-7% -$358K 0.89% 20
2022
Q4 		$4.81M Buy
80,950
+4,074
+5% +$242K 1.02% 22
2022
Q3 		$4.56M Buy
76,876
+3,262
+4% +$194K 1.03% 22
2022
Q2 		$4.37M Buy
+73,614
New +$4.38M 0.96% 23

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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

Inspirion Wealth Advisors's FTSM Position: Q1 2026 in Review

Inspirion Wealth Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2026, closing a stake of 3,361 shares — an estimated $201K sold.

Inspirion Wealth Advisors first reported a position in FTSM in Q2 2022 and held it in 15 quarters. The position peaked at $4.81M in Q4 2022. 427 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

  • Inspirion Wealth Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2026 after selling out during the quarter.
  • Inspirion Wealth Advisors sold 3,361 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $201K.
  • Inspirion Wealth Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2022 and held it in 15 quarters.
  • Inspirion Wealth Advisors's First Trust Enhanced Short Maturity ETF position peaked at $4.81M in Q4 2022.
  • 427 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.