Mach-1 Financial Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Mach-1 Financial Group’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 Q3	–	Sell	-3,349	Closed	-$201K	–	321
2025 Q2	$201K	Buy	+3,349	New	+$201K	0.06%	216
2024 Q4	–	Sell	-3,397	Closed	-$203K	–	66
2024 Q3	$203K	Buy	+3,397	New	+$203K	0.12%	88
2024 Q1	–	Sell	-4,436	Closed	-$265K	–	131
2023 Q4	$265K	Buy	+4,436	New	+$264K	0.1%	191
2023 Q3	–	Sell	-61,289	Closed	-$3.64M	–	219
2023 Q2	$3.64M	Buy	61,289 +30,285	+98%	+$1.8M	1.03%	17
2023 Q1	$90.5M	Buy	31,004 +4,842	+19%	+$288K	0.58%	47
2022 Q4	$1.56M	Buy	26,162 +25,167	+2,529%	+$1.5M	0.51%	35
2022 Q3	$58K	Buy	995 +347	+54%	+$20.6K	0.06%	98
2022 Q2	$37K	Buy	648 +405	+167%	+$24.1K	0.03%	138
2022 Q1	$14K	Sell	243 -12	-5%	-$716	0.01%	108
2021 Q4	$15K	Buy	+255	New	+$15.3K	0.01%	98
2021 Q3	–	Sell	-266	Closed	-$15K	–	59
2021 Q2	$15K	Sell	266 -5	-2%	-$300	0.01%	71
2021 Q1	$16K	Sell	271 -2,335	-90%	-$140K	0.01%	97
2020 Q4	$156K	Buy	+2,606	New	+$156K	0.17%	55

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mach-1 Financial Group's FTSM Position: Q3 2025 in Review

Mach-1 Financial Group sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2025, closing a stake of 3,349 shares — an estimated $201K sold.

Mach-1 Financial Group first reported a position in FTSM in Q4 2020 and held it in 13 quarters. The position peaked at $90.5M in Q1 2023. 399 funds tracked by Wall St. Rank hold FTSM as of Q3 2025.

Mach-1 Financial Group reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2025 after selling out during the quarter.
Mach-1 Financial Group sold 3,349 First Trust Enhanced Short Maturity ETF shares in Q3 2025, an estimated $201K.
Mach-1 Financial Group first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2020 and held it in 13 quarters.
Mach-1 Financial Group's First Trust Enhanced Short Maturity ETF position peaked at $90.5M in Q1 2023.
399 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2025.

Based on Mach-1 Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.