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Kesler Norman & Wride’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Kesler Norman & Wride’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 		$2.66M Sell
44,491
-4,786
-10% -$287K 0.42% 64
2026
Q1 		$2.95M Buy
49,277
+25,251
+105% +$1.51M 0.51% 58
2025
Q4 		$1.44M Buy
24,026
+3,799
+19% +$228K 0.25% 94
2025
Q3 		$1.21M Buy
20,227
+601
+3% +$36.1K 0.24% 93
2025
Q2 		$1.18M Sell
19,626
-379
-2% -$22.7K 0.21% 103
2025
Q1 		$1.2M Sell
20,005
-222
-1% -$13.3K 0.23% 97
2024
Q4 		$1.21M Buy
+20,227
New +$1.21M 0.26% 88
2022
Q4 		– Sell
-7,640
Closed -$453K – 157
2022
Q3 		$453K Sell
7,640
-572
-7% -$34K 0.13% 137
2022
Q2 		$488K Sell
8,212
-12,309
-60% -$732K 0.14% 123
2022
Q1 		$1.22M Buy
20,521
+4,938
+32% +$295K 0.27% 78
2021
Q4 		$932K Sell
15,583
-730
-4% -$43.7K 0.2% 111
2021
Q3 		$978K Sell
16,313
-841
-5% -$50.4K 0.23% 103
2021
Q2 		$1.03M Sell
17,154
-48,970
-74% -$2.94M 0.24% 107
2021
Q1 		$3.96M Buy
66,124
+45,586
+222% +$2.74M 0.98% 41
2020
Q4 		$1.23M Buy
+20,538
New +$1.23M 0.34% 77

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

Kesler Norman & Wride's FTSM Position: Q2 2026 in Review

Kesler Norman & Wride reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 9.7% in Q2 2026, selling an estimated $287K and leaving 44,491 shares worth $2.66M. The position accounts for 0.42% of the portfolio, ranked #64.

Kesler Norman & Wride first reported a position in FTSM in Q4 2020 and has held it in 15 quarters since. The position peaked at $3.96M in Q1 2021. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Kesler Norman & Wride held 44,491 shares of First Trust Enhanced Short Maturity ETF worth $2.66M as of Q2 2026.
  • Kesler Norman & Wride sold 4,786 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $287K.
  • First Trust Enhanced Short Maturity ETF made up 0.42% of Kesler Norman & Wride's portfolio in Q2 2026, its #64 holding.
  • Kesler Norman & Wride first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2020 and has held it in 15 quarters since.
  • Kesler Norman & Wride's First Trust Enhanced Short Maturity ETF position peaked at $3.96M in Q1 2021.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.