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Key Client Fiduciary Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Key Client Fiduciary 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 		$2.8M Buy
46,945
+3,431
+8% +$205K 0.81% 23
2026
Q1 		$2.6M Buy
43,514
+1,804
+4% +$108K 0.88% 21
2025
Q4 		$2.5M Buy
41,710
+921
+2% +$55.3K 0.85% 25
2025
Q3 		$2.44M Sell
40,789
-4,356
-10% -$261K 0.81% 27
2025
Q2 		$2.7M Buy
45,145
+2,336
+5% +$140K 1.09% 19
2025
Q1 		$2.56M Buy
42,809
+6,938
+19% +$416K 1.17% 18
2024
Q4 		$2.14M Buy
35,871
+905
+3% +$54.2K 0.95% 23
2024
Q3 		$2.09M Buy
34,966
+930
+3% +$55.7K 0.94% 22
2024
Q2 		$2.03M Sell
34,036
-9,760
-22% -$583K 1.01% 20
2024
Q1 		$2.61M Buy
43,796
+2,491
+6% +$149K 1.39% 17
2023
Q4 		$2.46M Sell
41,305
-2,309
-5% -$138K 1.43% 15
2023
Q3 		$2.59M Buy
43,614
+7,480
+21% +$446K 1.59% 17
2023
Q2 		$2.15M Sell
36,134
-9,795
-21% -$584K 1.25% 20
2023
Q1 		$2.73M Buy
45,929
+14,860
+48% +$885K 1.71% 14
2022
Q4 		$1.85M Buy
31,069
+6,976
+29% +$414K 1.25% 21
2022
Q3 		$1.43M Sell
24,093
-3,943
-14% -$234K 1.29% 19
2022
Q2 		$1.67M Buy
28,036
+6,521
+30% +$388K 1.62% 15
2022
Q1 		$1.28M Sell
21,515
-3,585
-14% -$214K 1.01% 25
2021
Q4 		$1.5M Buy
+25,100
New +$1.5M 1.24% 26

Other funds holding FTSM

BC
BDFS Capital Rehoboth Beach, Delaware $230M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Key Client Fiduciary Advisors's FTSM Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 7.9% in Q2 2026, buying an estimated $205K and bringing the position to 46,945 shares worth $2.8M. The position accounts for 0.81% of the portfolio, ranked #23.

Key Client Fiduciary Advisors first reported a position in FTSM in Q4 2021 and has held it in 19 quarters since. 97 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Key Client Fiduciary Advisors held 46,945 shares of First Trust Enhanced Short Maturity ETF worth $2.8M as of Q2 2026.
  • Key Client Fiduciary Advisors bought 3,431 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $205K.
  • First Trust Enhanced Short Maturity ETF made up 0.81% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #23 holding.
  • Key Client Fiduciary Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2021 and has held it in 19 quarters since.
  • 97 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.