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JFS Wealth Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

JFS Wealth Advisors’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 		– Sell
-500
Closed -$30K – 2269
2026
Q1 		$30K Buy
+500
New +$30K ﹤0.01% 634

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JFS Wealth Advisors's FTSM Position: Q2 2026 in Review

JFS Wealth Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2026, closing a stake of 500 shares — an estimated $30K sold.

JFS Wealth Advisors first reported a position in FTSM in Q1 2026 and held it in 1 quarter. The position peaked at $30K in Q1 2026. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • JFS Wealth Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 500 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $30K.
  • JFS Wealth Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2026 and held it in 1 quarter.
  • JFS Wealth Advisors's First Trust Enhanced Short Maturity ETF position peaked at $30K in Q1 2026.
  • 421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.