Maridea Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Maridea Wealth 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	$1.96M	Buy	32,764 +1,579	+5%	+$94.5K	0.21%	121
2026 Q1	$1.86M	Sell	31,185 -4,406	-12%	-$264K	0.27%	98
2025 Q4	$2.13M	Sell	35,591 -1,735	-5%	-$104K	0.32%	85
2025 Q3	$2.24M	Sell	37,326 -24,508	-40%	-$1.47M	0.35%	68
2025 Q2	$3.7M	Buy	61,834 +42,102	+213%	+$2.52M	0.96%	25
2025 Q1	$1.18M	Sell	19,732 -9,389	-32%	-$562K	0.38%	51
2024 Q4	$1.74M	Buy	+29,121	New	+$1.74M	0.56%	31

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

Maridea Wealth Management's FTSM Position: Q2 2026 in Review

Maridea Wealth Management increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 5.1% in Q2 2026, buying an estimated $94.5K and bringing the position to 32,764 shares worth $1.96M. The position accounts for 0.21% of the portfolio, ranked #121.

Maridea Wealth Management first reported a position in FTSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.7M in Q2 2025. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Maridea Wealth Management held 32,764 shares of First Trust Enhanced Short Maturity ETF worth $1.96M as of Q2 2026.
Maridea Wealth Management bought 1,579 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $94.5K.
First Trust Enhanced Short Maturity ETF made up 0.21% of Maridea Wealth Management's portfolio in Q2 2026, its #121 holding.
Maridea Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $3.7M in Q2 2025.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.