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Legacy Investment Solutions’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$585K Buy
+9,779
New +$586K 0.3% 46
2024
Q4 		$419K Sell
7,012
-2,004
-22% -$120K 0.27% 49
2024
Q3 		$540K Buy
+9,016
New +$540K 0.31% 40

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Legacy Investment Solutions's FTSM Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2025: 9,779 shares worth $585K. The stake represents 0.3% of the portfolio and ranks #46 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in FTSM as recently as Q4 2024.

Legacy Investment Solutions first reported a position in FTSM in Q3 2024 and has held it in 3 quarters since. 417 funds tracked by Wall St. Rank hold FTSM as of Q2 2025.

  • Legacy Investment Solutions held 9,779 shares of First Trust Enhanced Short Maturity ETF worth $585K as of Q2 2025.
  • First Trust Enhanced Short Maturity ETF was a new Legacy Investment Solutions position in Q2 2025.
  • First Trust Enhanced Short Maturity ETF made up 0.3% of Legacy Investment Solutions's portfolio in Q2 2025, its #46 holding.
  • Legacy Investment Solutions first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2024 and has held it in 3 quarters since.
  • 417 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.