IronBridge Private Wealth’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

IronBridge Private Wealth’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	$11M	Sell	183,912 -4,501	-2%	-$269K	3.61%	5
2026 Q1	$11.3M	Buy	+188,413	New	+$11.3M	3.63%	8
2023 Q4	–	Sell	-130,996	Closed	-$7.78M	–	46
2023 Q3	$7.78M	Buy	+130,996	New	+$7.8M	4.22%	7
2023 Q2	–	Sell	-94,370	Closed	-$5.62M	–	39
2023 Q1	$5.62M	Sell	94,370 -71,147	-43%	-$4.24M	3.59%	9
2022 Q4	$9.84M	Sell	165,517 -122,602	-43%	-$7.28M	8.1%	3
2022 Q3	$17.1M	Buy	288,119 +63,513	+28%	+$3.77M	14.77%	3
2022 Q2	$13.3M	Buy	+224,606	New	+$13.4M	10%	3
2022 Q1	–	Sell	-1	Closed	–	–	128
2021 Q4	$0	Sell	1 -337,407	-100%	-$20.2M	﹤0.01%	308
2021 Q3	$20.2M	Buy	+337,408	New	+$20.2M	10.87%	2

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

IronBridge Private Wealth's FTSM Position: Q2 2026 in Review

IronBridge Private Wealth reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 2.4% in Q2 2026, selling an estimated $269K and leaving 183,912 shares worth $11M. The position accounts for 3.61% of the portfolio, ranked #5.

IronBridge Private Wealth first reported a position in FTSM in Q3 2021 and has held it in 9 quarters since. The position peaked at $20.2M in Q3 2021. 424 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

IronBridge Private Wealth held 183,912 shares of First Trust Enhanced Short Maturity ETF worth $11M as of Q2 2026.
IronBridge Private Wealth sold 4,501 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $269K.
First Trust Enhanced Short Maturity ETF made up 3.61% of IronBridge Private Wealth's portfolio in Q2 2026, its #5 holding.
IronBridge Private Wealth first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2021 and has held it in 9 quarters since.
IronBridge Private Wealth's First Trust Enhanced Short Maturity ETF position peaked at $20.2M in Q3 2021.
424 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on IronBridge Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.