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Latitude Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Latitude 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
Q3 		$527K Buy
8,849
+1,561
+21% +$93.3K 0.16% 128
2026
Q2 		$435K Sell
7,288
-1,936
-21% -$116K 0.17% 137
2026
Q1 		$551K Sell
9,224
-13
-0.1% -$780 0.25% 97
2025
Q4 		$554K Sell
9,237
-1,674
-15% -$100K 0.24% 95
2025
Q3 		$654K Sell
10,911
-372
-3% -$22.3K 0.3% 82
2025
Q2 		$675K Sell
11,283
-315
-3% -$18.9K 0.34% 70
2025
Q1 		$694K Sell
11,598
-5,421
-32% -$325K 0.4% 57
2024
Q4 		$1.02M Sell
17,019
-551
-3% -$33K 0.57% 42
2024
Q3 		$1.05M Sell
17,570
-384
-2% -$23K 0.6% 40
2024
Q2 		$1.07M Sell
17,954
-6,313
-26% -$377K 0.65% 31
2024
Q1 		$1.45M Sell
24,267
-1,990
-8% -$119K 0.9% 22
2023
Q4 		$1.57M Sell
26,257
-884
-3% -$52.7K 1.1% 16
2023
Q3 		$1.61M Sell
27,141
-1,410
-5% -$84K 1.16% 16
2023
Q2 		$1.7M Sell
28,551
-187
-0.7% -$11.1K 1.18% 19
2023
Q1 		$1.71M Sell
28,738
-6,395
-18% -$381K 1.23% 17
2022
Q4 		$2.09M Sell
35,133
-7,584
-18% -$451K 1.57% 12
2022
Q3 		$2.53M Buy
42,717
+20,503
+92% +$1.22M 2.09% 12
2022
Q2 		$1.32M Sell
22,214
-18,671
-46% -$1.11M 1.21% 18
2022
Q1 		$2.43M Buy
+40,885
New +$2.44M 0.55% 29

Other funds holding FTSM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
BDFS Capital
BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return
Hansen & Associates Financial Group
Hansen & Associates Financial Group Roseville, California $175M AUM 8.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Guided Capital Wealth Management
Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return
Tucker Asset Management
Tucker Asset Management Littleton, Colorado $406M AUM 20.49% 1-Year Est. Return

Latitude Advisors's FTSM Position: Q3 2026 in Review

Latitude Advisors increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 21% in Q3 2026, buying an estimated $93.3K and bringing the position to 8,849 shares worth $527K. The position accounts for 0.16% of the portfolio, ranked #128.

Latitude Advisors first reported a position in FTSM in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.53M in Q3 2022. 265 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

  • Latitude Advisors held 8,849 shares of First Trust Enhanced Short Maturity ETF worth $527K as of Q3 2026.
  • Latitude Advisors bought 1,561 First Trust Enhanced Short Maturity ETF shares in Q3 2026, an estimated $93.3K.
  • First Trust Enhanced Short Maturity ETF made up 0.16% of Latitude Advisors's portfolio in Q3 2026, its #128 holding.
  • Latitude Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2022 and has held it in 19 quarters since.
  • Latitude Advisors's First Trust Enhanced Short Maturity ETF position peaked at $2.53M in Q3 2022.
  • 265 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.