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Mattson Financial Services’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Mattson Financial Services’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 		$746K Buy
12,486
+718
+6% +$43.1K 0.18% 132
2025
Q4 		$705K Buy
11,768
+907
+8% +$54.4K 0.16% 137
2025
Q3 		$651K Buy
10,861
+2,722
+33% +$163K 0.16% 135
2025
Q2 		$487K Sell
8,139
-57
-0.7% -$3.41K 0.13% 130
2025
Q1 		$490K Sell
8,196
-3,201
-28% -$192K 0.15% 127
2024
Q4 		$682K Sell
11,397
-263
-2% -$15.8K 0.22% 119
2024
Q3 		$695K Sell
11,660
-46
-0.4% -$2.75K 0.25% 117
2024
Q2 		$698K Buy
+11,706
New +$699K 0.25% 117

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Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.16B AUM 23.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return