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

Maripau 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
2025 Q2	–	Sell	-5,631	Closed	-$338K	–	165
2025 Q1	$338K	Sell	5,631 -1,419	-20%	-$85K	0.19%	96
2024 Q4	$421K	Buy	+7,050	New	+$422K	0.25%	84
2024 Q3	–	Sell	-4,999	Closed	-$299K	–	75
2024 Q2	$299K	Buy	+4,999	New	+$298K	0.2%	99

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Maripau Wealth Management's FTSM Position: Q2 2025 in Review

Maripau Wealth Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2025, closing a stake of 5,631 shares — an estimated $338K sold.

Maripau Wealth Management first reported a position in FTSM in Q2 2024 and held it in 3 quarters. The position peaked at $421K in Q4 2024. 417 funds tracked by Wall St. Rank hold FTSM as of Q2 2025.

Maripau Wealth Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2025 after selling out during the quarter.
Maripau Wealth Management sold 5,631 First Trust Enhanced Short Maturity ETF shares in Q2 2025, an estimated $338K.
Maripau Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2024 and held it in 3 quarters.
Maripau Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $421K in Q4 2024.
417 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2025.

Based on Maripau Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.