Merkkuri Wealth Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Merkkuri Wealth 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	$201K	Sell	3,367 -1,722	-34%	-$103K	0.12%	81
2026 Q1	$304K	Buy	5,089 +27	+0.5%	+$1.62K	0.2%	68
2025 Q4	$303K	Buy	5,062 +70	+1%	+$4.2K	0.21%	69
2025 Q3	$299K	Sell	4,992 -2,259	-31%	-$136K	0.22%	70
2025 Q2	$434K	Sell	7,251 -968	-12%	-$58K	0.33%	57
2025 Q1	$492K	Sell	8,219 -481	-6%	-$28.8K	0.42%	55
2024 Q4	$520K	Sell	8,700 -3,563	-29%	-$213K	0.41%	54
2024 Q3	$734K	Sell	12,263 -64	-0.5%	-$3.83K	0.58%	41
2024 Q2	$735K	Buy	+12,327	New	+$736K	0.68%	38

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

Merkkuri Wealth Advisors's FTSM Position: Q2 2026 in Review

Merkkuri Wealth Advisors reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 34% in Q2 2026, selling an estimated $103K and leaving 3,367 shares worth $201K. The position accounts for 0.12% of the portfolio, ranked #81.

Merkkuri Wealth Advisors first reported a position in FTSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $735K in Q2 2024. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Merkkuri Wealth Advisors held 3,367 shares of First Trust Enhanced Short Maturity ETF worth $201K as of Q2 2026.
Merkkuri Wealth Advisors sold 1,722 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $103K.
First Trust Enhanced Short Maturity ETF made up 0.12% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #81 holding.
Merkkuri Wealth Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2024 and has held it in 9 quarters since.
Merkkuri Wealth Advisors's First Trust Enhanced Short Maturity ETF position peaked at $735K in Q2 2024.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.