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

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

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. 425 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.
425 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.