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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Investor's Fiduciary Advisor Network's FTSM Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.82% in Q1 2026, selling an estimated $17.7K and leaving 35,762 shares worth $2.14M. The position accounts for 0.65% of the portfolio, ranked #36.

Investor's Fiduciary Advisor Network first reported a position in FTSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.16M in Q4 2025. 427 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

Investor's Fiduciary Advisor Network held 35,762 shares of First Trust Enhanced Short Maturity ETF worth $2.14M as of Q1 2026.
Investor's Fiduciary Advisor Network sold 295 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $17.7K.
First Trust Enhanced Short Maturity ETF made up 0.65% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #36 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 6 quarters since.
Investor's Fiduciary Advisor Network's First Trust Enhanced Short Maturity ETF position peaked at $2.16M in Q4 2025.
427 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.