Mercer Global Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Mercer Global Advisors’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	$299K	Buy	5,004 +461	+10%	+$27.6K	﹤0.01%	2812
2026 Q1	$272K	Buy	+4,543	New	+$272K	﹤0.01%	2545
2023 Q3	–	Sell	-52,972	Closed	-$3.15M	–	1990
2023 Q2	$3.15M	Sell	52,972 -24,903	-32%	-$1.48M	0.01%	582
2023 Q1	$4.63M	Buy	77,875 +17,639	+29%	+$1.05M	0.02%	449
2022 Q4	$3.58M	Buy	+60,236	New	+$3.58M	0.02%	515
2019 Q2	–	Sell	-8,250	Closed	-$495K	–	1167
2019 Q1	$495K	Buy	+8,250	New	+$495K	0.02%	633

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

Mercer Global Advisors's FTSM Position: Q2 2026 in Review

Mercer Global Advisors increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 10% in Q2 2026, buying an estimated $27.6K and bringing the position to 5,004 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #2812.

Mercer Global Advisors first reported a position in FTSM in Q1 2019 and has held it in 6 quarters since. The position peaked at $4.63M in Q1 2023. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Mercer Global Advisors held 5,004 shares of First Trust Enhanced Short Maturity ETF worth $299K as of Q2 2026.
Mercer Global Advisors bought 461 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $27.6K.
First Trust Enhanced Short Maturity ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2812 holding.
Mercer Global Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2019 and has held it in 6 quarters since.
Mercer Global Advisors's First Trust Enhanced Short Maturity ETF position peaked at $4.63M in Q1 2023.
421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.