Investor's Fiduciary Advisor Network’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Investor's Fiduciary Advisor 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	$2.17M	Buy	36,365 +603	+2%	+$36.1K	0.74%	39
2026 Q1	$2.14M	Sell	35,762 -295	-0.8%	-$17.7K	0.65%	36
2025 Q4	$2.16M	Buy	36,057 +2,048	+6%	+$123K	0.46%	51
2025 Q3	$2.04M	Buy	34,009 +742	+2%	+$44.5K	0.69%	36
2025 Q2	$1.99M	Buy	33,267 +1,576	+5%	+$94.4K	0.74%	31
2025 Q1	$1.9M	Sell	31,691 -828	-3%	-$49.6K	0.89%	30
2024 Q4	$1.94M	Buy	+32,519	New	+$1.95M	0.74%	35

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

Investor's Fiduciary Advisor Network's FTSM Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 1.7% in Q2 2026, buying an estimated $36.1K and bringing the position to 36,365 shares worth $2.17M. The position accounts for 0.74% of the portfolio, ranked #39.

Investor's Fiduciary Advisor Network first reported a position in FTSM in Q4 2024 and has held it in 7 quarters since. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Investor's Fiduciary Advisor Network held 36,365 shares of First Trust Enhanced Short Maturity ETF worth $2.17M as of Q2 2026.
Investor's Fiduciary Advisor Network bought 603 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $36.1K.
First Trust Enhanced Short Maturity ETF made up 0.74% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #39 holding.
Investor's Fiduciary Advisor Network first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and has held it in 7 quarters since.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.