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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BDFS Capital Rehoboth Beach, Delaware $230M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

GCWM

Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Latitude Advisors's FTSM Position: Q2 2026 in Review

Latitude Advisors reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 21% in Q2 2026, selling an estimated $116K and leaving 7,288 shares worth $435K. The position accounts for 0.17% of the portfolio, ranked #137.

Latitude Advisors first reported a position in FTSM in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.53M in Q3 2022. 200 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Latitude Advisors held 7,288 shares of First Trust Enhanced Short Maturity ETF worth $435K as of Q2 2026.
Latitude Advisors sold 1,936 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $116K.
First Trust Enhanced Short Maturity ETF made up 0.17% of Latitude Advisors's portfolio in Q2 2026, its #137 holding.
Latitude Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2022 and has held it in 18 quarters since.
Latitude Advisors's First Trust Enhanced Short Maturity ETF position peaked at $2.53M in Q3 2022.
200 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.