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 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 $1.66T 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 $9.2B AUM 23.26% 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

IronBridge Private Wealth's FTSM Position: Q1 2026 in Review

IronBridge Private Wealth opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2026: 188,413 shares worth $11.3M. The stake represents 3.63% of the portfolio and ranks #8 among its holdings. This is a return to the name: IronBridge Private Wealth previously reported a position in FTSM as recently as Q3 2023.

IronBridge Private Wealth first reported a position in FTSM in Q3 2021 and has held it in 8 quarters since. The position peaked at $20.2M in Q3 2021. 425 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

IronBridge Private Wealth held 188,413 shares of First Trust Enhanced Short Maturity ETF worth $11.3M as of Q1 2026.
First Trust Enhanced Short Maturity ETF was a new IronBridge Private Wealth position in Q1 2026.
First Trust Enhanced Short Maturity ETF made up 3.63% of IronBridge Private Wealth's portfolio in Q1 2026, its #8 holding.
IronBridge Private Wealth first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2021 and has held it in 8 quarters since.
IronBridge Private Wealth's First Trust Enhanced Short Maturity ETF position peaked at $20.2M in Q3 2021.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on IronBridge Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.