Merit Financial Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Merit Financial Group’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	$2.83M	Buy	47,304 +1,636	+4%	+$98.1K	0.02%	551
2025 Q4	$2.74M	Buy	+45,668	New	+$2.74M	0.02%	529
2024 Q4	–	Sell	-3,669	Closed	-$220K	–	1167
2024 Q3	$220K	Buy	+3,669	New	+$220K	﹤0.01%	764
2024 Q1	–	Sell	-4,049	Closed	-$242K	–	877
2023 Q4	$242K	Sell	4,049 -45,798	-92%	-$2.73M	0.01%	677
2023 Q3	$2.96M	Sell	49,847 -3,208	-6%	-$191K	0.1%	162
2023 Q2	$3.15M	Buy	53,055 +3,061	+6%	+$182K	0.1%	153
2023 Q1	$2.98M	Buy	+49,994	New	+$2.98M	0.11%	145
2019 Q4	–	Sell	-8,573	Closed	-$515K	–	239
2019 Q3	$515K	Buy	+8,573	New	+$515K	0.06%	83

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $9.2B 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

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