Kessler Investment Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Kessler Investment Group’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	-265	Closed	-$15.9K	–	123
2025 Q2	$15.9K	Buy	265 +250	+1,667%	+$15K	0.01%	125
2025 Q1	$898	Sell	15 -10	-40%	-$599	﹤0.01%	193
2024 Q4	$1.49K	Hold	25	–	–	﹤0.01%	154
2024 Q3	$1.5K	Buy	+25	New	+$1.5K	﹤0.01%	156
2020 Q3	–	Sell	-1,000	Closed	-$60K	–	116
2020 Q2	$60K	Hold	1,000	–	–	0.07%	59
2020 Q1	$59K	Buy	+1,000	New	+$59.9K	0.08%	50

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kessler Investment Group's FTSM Position: Q3 2025 in Review

Kessler Investment Group sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2025, closing a stake of 265 shares — an estimated $15.9K sold.

Kessler Investment Group first reported a position in FTSM in Q1 2020 and held it in 6 quarters. The position peaked at $60K in Q2 2020. 399 funds tracked by Wall St. Rank hold FTSM as of Q3 2025.

Kessler Investment Group reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2025 after selling out during the quarter.
Kessler Investment Group sold 265 First Trust Enhanced Short Maturity ETF shares in Q3 2025, an estimated $15.9K.
Kessler Investment Group first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2020 and held it in 6 quarters.
Kessler Investment Group's First Trust Enhanced Short Maturity ETF position peaked at $60K in Q2 2020.
399 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2025.

Based on Kessler Investment Group's 13F filing for Q3 2025, filed 9 Oct 2025.