KFA
FTSM icon

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

Kelleher 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
2026
Q2 		$110K Buy
1,842
+921
+100% +$55.1K 0.02% 362
2026
Q1 		$55.1K Hold
921
– – 0.01% 362
2025
Q4 		$55.2K Hold
921
– – 0.01% 389
2025
Q3 		$55.2K Buy
+921
New +$55.2K 0.01% 331

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

Kelleher Financial Advisors's FTSM Position: Q2 2026 in Review

Kelleher Financial Advisors increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 100% in Q2 2026, buying an estimated $55.1K and bringing the position to 1,842 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #362.

Kelleher Financial Advisors first reported a position in FTSM in Q3 2025 and has held it in 4 quarters since. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Kelleher Financial Advisors held 1,842 shares of First Trust Enhanced Short Maturity ETF worth $110K as of Q2 2026.
  • Kelleher Financial Advisors bought 921 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $55.1K.
  • First Trust Enhanced Short Maturity ETF made up 0.02% of Kelleher Financial Advisors's portfolio in Q2 2026, its #362 holding.
  • Kelleher Financial Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2025 and has held it in 4 quarters since.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.