Lunt Capital Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Lunt Capital Management’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	$406K	Hold	6,803	–	–	0.15%	66
2026 Q1	$407K	Hold	6,803	–	–	0.16%	69
2025 Q4	$408K	Hold	6,803	–	–	0.15%	66
2025 Q3	$408K	Sell	6,803 -57	-0.8%	-$3.42K	0.16%	69
2025 Q2	$411K	Sell	6,860 -156	-2%	-$9.35K	0.16%	66
2025 Q1	$420K	Sell	7,016 -404	-5%	-$24.2K	0.15%	64
2024 Q4	$443K	Sell	7,420 -27	-0.4%	-$1.62K	0.17%	60
2024 Q3	$446K	Sell	7,447 -1,003	-12%	-$60.1K	0.21%	62
2024 Q2	$504K	Sell	8,450 -2,552	-23%	-$152K	0.25%	60
2024 Q1	$656K	Sell	11,002 -52,080	-83%	-$3.11M	0.33%	49
2023 Q4	$3.76M	Sell	63,082 -41,059	-39%	-$2.45M	1.95%	12
2023 Q3	$6.19M	Sell	104,141 -11,894	-10%	-$708K	3.26%	7
2023 Q2	$6.89M	Buy	+116,035	New	+$6.92M	3.72%	6

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

Lunt Capital Management's FTSM Position: Q2 2026 in Review

Lunt Capital Management held its First Trust Enhanced Short Maturity ETF (FTSM) position steady in Q2 2026 at 6,803 shares worth $406K. The position accounts for 0.15% of the portfolio, ranked #66.

Lunt Capital Management first reported a position in FTSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.89M in Q2 2023. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Lunt Capital Management held 6,803 shares of First Trust Enhanced Short Maturity ETF worth $406K as of Q2 2026.
Lunt Capital Management left its First Trust Enhanced Short Maturity ETF share count unchanged in Q2 2026.
First Trust Enhanced Short Maturity ETF made up 0.15% of Lunt Capital Management's portfolio in Q2 2026, its #66 holding.
Lunt Capital Management first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2023 and has held it in 13 quarters since.
Lunt Capital Management's First Trust Enhanced Short Maturity ETF position peaked at $6.89M in Q2 2023.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Lunt Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.