Keating Financial Advisory Services’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Keating Financial Advisory Services’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	$192K	Buy	3,214 +1,672	+108%	+$100K	0.03%	362
2026 Q1	$92.2K	Buy	1,542 +500	+48%	+$30K	0.01%	480
2025 Q4	$62.4K	Buy	+1,042	New	+$62.5K	0.01%	606

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

Keating Financial Advisory Services's FTSM Position: Q2 2026 in Review

Keating Financial Advisory Services increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 108% in Q2 2026, buying an estimated $100K and bringing the position to 3,214 shares worth $192K. The position accounts for 0.03% of the portfolio, ranked #362.

Keating Financial Advisory Services first reported a position in FTSM in Q4 2025 and has held it in 3 quarters since. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Keating Financial Advisory Services held 3,214 shares of First Trust Enhanced Short Maturity ETF worth $192K as of Q2 2026.
Keating Financial Advisory Services bought 1,672 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $100K.
First Trust Enhanced Short Maturity ETF made up 0.03% of Keating Financial Advisory Services's portfolio in Q2 2026, its #362 holding.
Keating Financial Advisory Services first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2025 and has held it in 3 quarters since.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.