Legacy Wealth Management (Idaho)’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Legacy Wealth Management (Idaho)’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	$3.28M	Sell	54,969 -2,671	-5%	-$160K	1.35%	18
2026 Q1	$3.45M	Sell	57,640 -50	-0.1%	-$3K	1.71%	10
2025 Q4	$3.46M	Sell	57,690 -4,899	-8%	-$294K	1.65%	11
2025 Q3	$3.75M	Buy	62,589 +52,810	+540%	+$3.17M	1.7%	12
2025 Q2	$585K	Buy	9,779 +4,414	+82%	+$264K	0.3%	46
2025 Q1	$321K	Sell	5,365 -1,647	-23%	-$98.6K	0.23%	54
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 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

Legacy Wealth Management (Idaho)'s FTSM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 4.6% in Q2 2026, selling an estimated $160K and leaving 54,969 shares worth $3.28M. The position accounts for 1.35% of the portfolio, ranked #18.

Legacy Wealth Management (Idaho) first reported a position in FTSM in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.75M in Q3 2025. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Legacy Wealth Management (Idaho) held 54,969 shares of First Trust Enhanced Short Maturity ETF worth $3.28M as of Q2 2026.
Legacy Wealth Management (Idaho) sold 2,671 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $160K.
First Trust Enhanced Short Maturity ETF made up 1.35% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #18 holding.
Legacy Wealth Management (Idaho) first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2024 and has held it in 8 quarters since.
Legacy Wealth Management (Idaho)'s First Trust Enhanced Short Maturity ETF position peaked at $3.75M in Q3 2025.
421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.