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Jaffetilchin Investment Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Jaffetilchin Investment Partners’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 		$14.4M Sell
240,449
-20,008
-8% -$1.2M 0.86% 28
2025
Q4 		$15.6M Buy
260,457
+14,845
+6% +$891K 0.91% 25
2025
Q3 		$14.7M Sell
245,612
-345
-0.1% -$20.7K 0.88% 24
2025
Q2 		$14.7M Buy
245,957
+4,939
+2% +$296K 0.96% 24
2025
Q1 		$14.4M Sell
241,018
-8,433
-3% -$505K 1.05% 23
2024
Q4 		$14.9M Buy
249,451
+8,237
+3% +$493K 1.08% 22
2024
Q3 		$14.4M Sell
241,214
-4,255
-2% -$255K 1.09% 23
2024
Q2 		$14.6M Buy
245,469
+72,883
+42% +$4.35M 1.25% 21
2024
Q1 		$10.3M Buy
172,586
+3,616
+2% +$216K 0.92% 26
2023
Q4 		$10.1M Buy
168,970
+33,604
+25% +$2M 0.98% 25
2023
Q3 		$8.04M Buy
135,366
+13,190
+11% +$786K 0.89% 28
2023
Q2 		$7.26M Sell
122,176
-56,632
-32% -$3.38M 0.77% 32
2023
Q1 		$10.6M Sell
178,808
-43,434
-20% -$2.59M 1.21% 16
2022
Q4 		$13.2M Sell
222,242
-11,264
-5% -$669K 1.61% 12
2022
Q3 		$13.9M Buy
233,506
+150,439
+181% +$8.94M 1.78% 15
2022
Q2 		$4.93M Buy
83,067
+45,365
+120% +$2.7M 0.58% 37
2022
Q1 		$2.24M Sell
37,702
-62,176
-62% -$3.71M 0.26% 60
2021
Q4 		$5.97M Buy
99,878
+37,972
+61% +$2.27M 0.56% 40
2021
Q3 		$3.71M Buy
61,906
+53,407
+628% +$3.2M 0.39% 49
2021
Q2 		$509K Sell
8,499
-259,337
-97% -$15.6M 0.04% 256
2021
Q1 		$16.1M Sell
267,836
-151,618
-36% -$9.1M 1.89% 11
2020
Q4 		$25.2M Buy
419,454
+237,334
+130% +$14.3M 3.57% 8
2020
Q3 		$10.9M Buy
182,120
+170,874
+1,519% +$10.3M 2.02% 13
2020
Q2 		$675K Sell
11,246
-25,797
-70% -$1.54M 0.15% 90
2020
Q1 		$2.19M Buy
37,043
+9,375
+34% +$561K 0.77% 22
2019
Q4 		$1.66M Buy
27,668
+17,709
+178% +$1.06M 0.36% 54
2019
Q3 		$598K Buy
9,959
+4,875
+96% +$293K 0.14% 97
2019
Q2 		$305K Buy
5,084
+32
+0.6% +$1.92K 0.07% 187
2019
Q1 		$303K Buy
5,052
+22
+0.4% +$1.32K 0.07% 210
2018
Q4 		$301K Buy
5,030
+30
+0.6% +$1.8K 0.08% 184
2018
Q3 		$300K Buy
+5,000
New +$300K 0.06% 230

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jaffetilchin Investment Partners's FTSM Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 7.7% in Q1 2026, selling an estimated $1.2M and leaving 240,449 shares worth $14.4M. The position accounts for 0.86% of the portfolio, ranked #28.

Jaffetilchin Investment Partners first reported a position in FTSM in Q3 2018 and has held it in 31 quarters since. The position peaked at $25.2M in Q4 2020. 427 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

  • Jaffetilchin Investment Partners held 240,449 shares of First Trust Enhanced Short Maturity ETF worth $14.4M as of Q1 2026.
  • Jaffetilchin Investment Partners sold 20,008 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $1.2M.
  • First Trust Enhanced Short Maturity ETF made up 0.86% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #28 holding.
  • Jaffetilchin Investment Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2018 and has held it in 31 quarters since.
  • Jaffetilchin Investment Partners's First Trust Enhanced Short Maturity ETF position peaked at $25.2M in Q4 2020.
  • 427 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.