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JNBA Financial Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

JNBA Financial 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
2025
Q3 		– Sell
-64
Closed -$3.81K – 662
2025
Q2 		$3.81K Buy
64
+1
+2% +$60 ﹤0.01% 558
2025
Q1 		$3.77K Sell
63
-33
-34% -$1.98K ﹤0.01% 558
2024
Q4 		$5.75K Buy
96
+1
+1% +$60 ﹤0.01% 528
2024
Q3 		$5.67K Buy
95
+1
+1% +$60 ﹤0.01% 539
2024
Q2 		$5.58K Buy
94
+2
+2% +$119 ﹤0.01% 516
2024
Q1 		$5.51K Buy
92
+1
+1% +$60 ﹤0.01% 524
2023
Q4 		$5.45K Buy
91
+1
+1% +$60 ﹤0.01% 530
2023
Q3 		$5.36K Buy
90
+1
+1% +$60 ﹤0.01% 533
2023
Q2 		$5.32K Buy
89
+25
+39% +$1.49K ﹤0.01% 529
2023
Q1 		$3.79K Buy
64
+1
+2% +$60 ﹤0.01% 578
2022
Q4 		$3.76K Hold
63
– – ﹤0.01% 542
2022
Q3 		$4K Buy
63
+1
+2% +$59 ﹤0.01% 547
2022
Q2 		$4K Hold
62
– – ﹤0.01% 583
2022
Q1 		$4K Hold
62
– – ﹤0.01% 573
2021
Q4 		$4K Hold
62
– – ﹤0.01% 637
2021
Q3 		$4K Hold
62
– – ﹤0.01% 611
2021
Q2 		$4K Hold
62
– – ﹤0.01% 566
2021
Q1 		$4K Buy
62
+20
+48% +$1.2K ﹤0.01% 544
2020
Q4 		$3K Hold
42
– – ﹤0.01% 524
2020
Q3 		$3K Hold
42
– – ﹤0.01% 496
2020
Q2 		$3K Hold
42
– – ﹤0.01% 489
2020
Q1 		$2K Hold
42
– – ﹤0.01% 500
2019
Q4 		$2K Buy
42
+1
+2% +$60 ﹤0.01% 557
2019
Q3 		$2K Hold
41
– – ﹤0.01% 542
2019
Q2 		$2K Hold
41
– – ﹤0.01% 596
2019
Q1 		$2K Hold
41
– – ﹤0.01% 501
2018
Q4 		$2K Buy
+41
New +$2.46K ﹤0.01% 480
2018
Q3 		– Sell
-40
Closed -$2K – 571
2018
Q2 		$2K Buy
40
+20
+100% +$1.2K ﹤0.01% 489
2018
Q1 		$1K Buy
+20
New +$1.2K ﹤0.01% 483

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JNBA Financial Advisors's FTSM Position: Q3 2025 in Review

JNBA Financial Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2025, closing a stake of 64 shares — an estimated $3.81K sold.

JNBA Financial Advisors first reported a position in FTSM in Q1 2018 and held it in 29 quarters. The position peaked at $5.75K in Q4 2024. 401 funds tracked by Wall St. Rank hold FTSM as of Q3 2025.

  • JNBA Financial Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2025 after selling out during the quarter.
  • JNBA Financial Advisors sold 64 First Trust Enhanced Short Maturity ETF shares in Q3 2025, an estimated $3.81K.
  • JNBA Financial Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2018 and held it in 29 quarters.
  • JNBA Financial Advisors's First Trust Enhanced Short Maturity ETF position peaked at $5.75K in Q4 2024.
  • 401 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2025.

Based on JNBA Financial Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.