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

Integrated Advisors 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	$8.9M	Sell	148,987 -557	-0.4%	-$33.3K	0.41%	52
2026 Q1	$8.94M	Buy	149,544 +22,139	+17%	+$1.33M	0.47%	44
2025 Q4	$7.64M	Buy	127,405 +19,187	+18%	+$1.15M	0.34%	65
2025 Q3	$6.48M	Sell	108,218 -1,488	-1%	-$89.3K	0.27%	91
2025 Q2	$6.57M	Buy	109,706 +24,554	+29%	+$1.47M	0.3%	83
2025 Q1	$5.1M	Buy	85,152 +20,470	+32%	+$1.23M	0.26%	90
2024 Q4	$3.87M	Sell	64,682 -3,011	-4%	-$180K	0.18%	128
2024 Q3	$4.05M	Sell	67,693 -23,530	-26%	-$1.41M	0.19%	131
2024 Q2	$5.44M	Buy	91,223 +12,391	+16%	+$740K	0.28%	85
2024 Q1	$4.7M	Buy	78,832 +16,787	+27%	+$1M	0.24%	115
2023 Q4	$3.7M	Buy	62,045 +43,445	+234%	+$2.59M	0.21%	138
2023 Q3	$1.11M	Sell	18,600 -11,251	-38%	-$670K	0.07%	259
2023 Q2	$1.77M	Buy	29,851 +21,468	+256%	+$1.28M	0.1%	209
2023 Q1	$499K	Buy	+8,383	New	+$499K	0.03%	432

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

Integrated Advisors Network's FTSM Position: Q2 2026 in Review

Integrated Advisors Network reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.37% in Q2 2026, selling an estimated $33.3K and leaving 148,987 shares worth $8.9M. The position accounts for 0.41% of the portfolio, ranked #52.

Integrated Advisors Network first reported a position in FTSM in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.94M in Q1 2026. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Integrated Advisors Network held 148,987 shares of First Trust Enhanced Short Maturity ETF worth $8.9M as of Q2 2026.
Integrated Advisors Network sold 557 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $33.3K.
First Trust Enhanced Short Maturity ETF made up 0.41% of Integrated Advisors Network's portfolio in Q2 2026, its #52 holding.
Integrated Advisors Network first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2023 and has held it in 14 quarters since.
Integrated Advisors Network's First Trust Enhanced Short Maturity ETF position peaked at $8.94M in Q1 2026.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.