Modern Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Modern Wealth Management’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	$811K	Buy	+13,580	New	+$813K	0.01%	572
2025 Q1	–	Sell	-4,100	Closed	-$245K	–	684
2024 Q4	$245K	Buy	+4,100	New	+$246K	0.01%	504
2024 Q3	–	Sell	-27,690	Closed	-$1.65M	–	448
2024 Q2	$1.65M	Buy	+27,690	New	+$1.65M	0.12%	104

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

Modern Wealth Management's FTSM Position: Q2 2026 in Review

Modern Wealth Management opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2026: 13,580 shares worth $811K. The stake represents 0.01% of the portfolio and ranks #572 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in FTSM as recently as Q4 2024.

Modern Wealth Management first reported a position in FTSM in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.65M in Q2 2024. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Modern Wealth Management held 13,580 shares of First Trust Enhanced Short Maturity ETF worth $811K as of Q2 2026.
First Trust Enhanced Short Maturity ETF was a new Modern Wealth Management position in Q2 2026.
First Trust Enhanced Short Maturity ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #572 holding.
Modern Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2024 and has held it in 3 quarters since.
Modern Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $1.65M in Q2 2024.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.