Midwest Financial Network’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Midwest Financial Network’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	$637K	Sell	10,663 -1,799	-14%	-$108K	0.43%	63
2026 Q1	$745K	Sell	12,462 -1,837	-13%	-$110K	0.59%	49
2025 Q4	$857K	Sell	14,299 -9,247	-39%	-$555K	0.66%	44
2025 Q3	$1.41M	Buy	23,546 +383	+2%	+$23K	1.14%	38
2025 Q2	$1.39M	Buy	23,163 +1,035	+5%	+$62K	1.38%	35
2025 Q1	$1.32M	Buy	22,128 +2,605	+13%	+$156K	1.32%	35
2024 Q4	$1.17M	Buy	+19,523	New	+$1.17M	1.21%	35

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

Midwest Financial Network's FTSM Position: Q2 2026 in Review

Midwest Financial Network reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 14% in Q2 2026, selling an estimated $108K and leaving 10,663 shares worth $637K. The position accounts for 0.43% of the portfolio, ranked #63.

Midwest Financial Network first reported a position in FTSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q3 2025. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Midwest Financial Network held 10,663 shares of First Trust Enhanced Short Maturity ETF worth $637K as of Q2 2026.
Midwest Financial Network sold 1,799 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $108K.
First Trust Enhanced Short Maturity ETF made up 0.43% of Midwest Financial Network's portfolio in Q2 2026, its #63 holding.
Midwest Financial Network first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and has held it in 7 quarters since.
Midwest Financial Network's First Trust Enhanced Short Maturity ETF position peaked at $1.41M in Q3 2025.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Midwest Financial Network's 13F filing for Q2 2026, filed 7 Jul 2026.