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 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 $1.66T 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

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 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

Maridea Wealth Management's FTSM Position: Q1 2026 in Review

Maridea Wealth Management reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 12% in Q1 2026, selling an estimated $264K and leaving 31,185 shares worth $1.86M. The position accounts for 0.27% of the portfolio, ranked #98.

Maridea Wealth Management first reported a position in FTSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.7M in Q2 2025. 425 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

Maridea Wealth Management held 31,185 shares of First Trust Enhanced Short Maturity ETF worth $1.86M as of Q1 2026.
Maridea Wealth Management sold 4,406 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $264K.
First Trust Enhanced Short Maturity ETF made up 0.27% of Maridea Wealth Management's portfolio in Q1 2026, its #98 holding.
Maridea Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and has held it in 6 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 Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.