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

KKM Financial’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	$1.16M	Buy	19,434 +115	+0.6%	+$6.88K	0.16%	90
2026 Q1	$1.16M	Hold	19,319	–	–	0.21%	88
2025 Q4	$1.16M	Buy	19,319 +2,473	+15%	+$148K	0.21%	88
2025 Q3	$1.01M	Sell	16,846 -652	-4%	-$39.1K	0.32%	64
2025 Q2	$1.05M	Sell	17,498 -4,838	-22%	-$290K	0.36%	66
2025 Q1	$1.34M	Sell	22,336 -50	-0.2%	-$3K	0.57%	59
2024 Q4	$1.34M	Buy	22,386 +3,426	+18%	+$205K	0.56%	59
2024 Q3	$1.14M	Buy	18,960 +7,419	+64%	+$444K	0.56%	57
2024 Q2	$688K	Buy	11,541 +613	+6%	+$36.6K	0.33%	80
2024 Q1	$652K	Buy	10,928 +6,963	+176%	+$416K	0.32%	81
2023 Q4	$237K	Buy	+3,965	New	+$236K	0.15%	117

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

KKM Financial's FTSM Position: Q2 2026 in Review

KKM Financial increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.6% in Q2 2026, buying an estimated $6.88K and bringing the position to 19,434 shares worth $1.16M. The position accounts for 0.16% of the portfolio, ranked #90.

KKM Financial first reported a position in FTSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q4 2024. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

KKM Financial held 19,434 shares of First Trust Enhanced Short Maturity ETF worth $1.16M as of Q2 2026.
KKM Financial bought 115 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $6.88K.
First Trust Enhanced Short Maturity ETF made up 0.16% of KKM Financial's portfolio in Q2 2026, its #90 holding.
KKM Financial first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2023 and has held it in 11 quarters since.
KKM Financial's First Trust Enhanced Short Maturity ETF position peaked at $1.34M in Q4 2024.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.