Lloyd Advisory Services’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Lloyd Advisory Services’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	$31.8K	Buy	532 +519	+3,992%	+$31.1K	0.01%	275
2026 Q1	$754	Buy	+13	New	+$780	﹤0.01%	756
2022 Q2	–	Sell	-34	Closed	-$2K	–	243
2022 Q1	$2K	Hold	34	–	–	﹤0.01%	518
2021 Q4	$2K	Buy	34 +2	+6%	+$120	﹤0.01%	375
2021 Q3	$2K	Hold	32	–	–	﹤0.01%	341
2021 Q2	$2K	Hold	32	–	–	﹤0.01%	348
2021 Q1	$2K	Hold	32	–	–	﹤0.01%	331
2020 Q4	$2K	Hold	32	–	–	﹤0.01%	306
2020 Q3	$2K	Hold	32	–	–	﹤0.01%	280
2020 Q2	$2K	Buy	32 +3	+10%	+$179	﹤0.01%	264
2020 Q1	$2K	Sell	29 -9	-24%	-$539	﹤0.01%	217
2019 Q4	$2K	Buy	+38	New	+$2.29K	﹤0.01%	302

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

Lloyd Advisory Services's FTSM Position: Q2 2026 in Review

Lloyd Advisory Services increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 3,992% in Q2 2026, buying an estimated $31.1K and bringing the position to 532 shares worth $31.8K. The position accounts for 0.01% of the portfolio, ranked #275.

Lloyd Advisory Services first reported a position in FTSM in Q4 2019 and has held it in 12 quarters since. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Lloyd Advisory Services held 532 shares of First Trust Enhanced Short Maturity ETF worth $31.8K as of Q2 2026.
Lloyd Advisory Services bought 519 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $31.1K.
First Trust Enhanced Short Maturity ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #275 holding.
Lloyd Advisory Services first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2019 and has held it in 12 quarters since.
421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.