LaSalle St. Investment Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

LaSalle St. Investment 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	$2.41M	Buy	40,283 +276	+0.7%	+$16.5K	0.29%	62
2026 Q1	$2.39M	Sell	40,007 -587	-1%	-$35.2K	0.34%	51
2025 Q4	$2.43M	Sell	40,594 -865	-2%	-$51.9K	0.39%	41
2025 Q3	$2.48M	Sell	41,459 -866	-2%	-$51.9K	0.45%	36
2025 Q2	$2.53M	Sell	42,325 -1,161	-3%	-$69.5K	0.7%	23
2025 Q1	$2.6M	Sell	43,486 -980	-2%	-$58.7K	0.61%	26
2024 Q4	$2.66M	Buy	44,466 +41,037	+1,197%	+$2.46M	0.82%	17
2024 Q3	$205K	Sell	3,429 -365	-10%	-$21.9K	0.08%	201
2024 Q2	$226K	Buy	+3,794	New	+$227K	0.11%	150

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

LaSalle St. Investment Advisors's FTSM Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.69% in Q2 2026, buying an estimated $16.5K and bringing the position to 40,283 shares worth $2.41M. The position accounts for 0.29% of the portfolio, ranked #62.

LaSalle St. Investment Advisors first reported a position in FTSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.66M in Q4 2024. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

LaSalle St. Investment Advisors held 40,283 shares of First Trust Enhanced Short Maturity ETF worth $2.41M as of Q2 2026.
LaSalle St. Investment Advisors bought 276 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $16.5K.
First Trust Enhanced Short Maturity ETF made up 0.29% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #62 holding.
LaSalle St. Investment Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2024 and has held it in 9 quarters since.
LaSalle St. Investment Advisors's First Trust Enhanced Short Maturity ETF position peaked at $2.66M in Q4 2024.
421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.