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Moloney Securities Asset Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Moloney Securities Asset 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
2025
Q3 		$8.6M Buy
143,519
+16,404
+13% +$984K 1.02% 21
2025
Q2 		$7.61M Buy
127,115
+4,166
+3% +$250K 0.94% 17
2025
Q1 		$7.36M Buy
122,949
+29,076
+31% +$1.74M 1% 14
2024
Q4 		$5.61M Buy
93,873
+4,252
+5% +$255K 0.75% 29
2024
Q3 		$5.37M Buy
89,621
+13,477
+18% +$807K 0.72% 29
2024
Q2 		$4.54M Sell
76,144
-8,006
-10% -$478K 0.66% 34
2024
Q1 		$5.02M Sell
84,150
-4,918
-6% -$294K 0.76% 28
2023
Q4 		$5.31M Buy
89,068
+12,869
+17% +$767K 0.84% 19
2023
Q3 		$4.53M Buy
76,199
+11,845
+18% +$706K 0.82% 22
2023
Q2 		$3.82M Buy
64,354
+20,923
+48% +$1.25M 0.68% 31
2023
Q1 		$2.58M Buy
43,431
+34,918
+410% +$2.08M 0.48% 55
2022
Q4 		$506K Buy
8,513
+429
+5% +$25.5K 0.11% 216
2022
Q3 		$480K Buy
+8,084
New +$480K 0.12% 206
2022
Q2 		– Sell
-8,931
Closed -$532K – 397
2022
Q1 		$532K Sell
8,931
-410
-4% -$24.5K 0.1% 217
2021
Q4 		$559K Sell
9,341
-575
-6% -$34.4K 0.1% 228
2021
Q3 		$594K Buy
9,916
+1,945
+24% +$117K 0.11% 220
2021
Q2 		$478K Sell
7,971
-215
-3% -$12.9K 0.09% 250
2021
Q1 		$491K Sell
8,186
-6,021
-42% -$361K 0.1% 233
2020
Q4 		$853K Sell
14,207
-61
-0.4% -$3.66K 0.19% 143
2020
Q3 		$856K Buy
14,268
+875
+7% +$52.6K 0.23% 113
2020
Q2 		$803K Buy
+13,393
New +$800K 0.23% 115
2018
Q3 		– Sell
-10,018
Closed -$601K – 310
2018
Q2 		$601K Buy
+10,018
New +$601K 0.23% 130

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
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
CAG
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Moloney Securities Asset Management's FTSM Position: Q3 2025 in Review

Moloney Securities Asset Management increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 13% in Q3 2025, buying an estimated $984K and bringing the position to 143,519 shares worth $8.6M. The position accounts for 1.02% of the portfolio, ranked #21.

Moloney Securities Asset Management first reported a position in FTSM in Q2 2018 and has held it in 22 quarters since. 400 funds tracked by Wall St. Rank hold FTSM as of Q3 2025.

  • Moloney Securities Asset Management held 143,519 shares of First Trust Enhanced Short Maturity ETF worth $8.6M as of Q3 2025.
  • Moloney Securities Asset Management bought 16,404 First Trust Enhanced Short Maturity ETF shares in Q3 2025, an estimated $984K.
  • First Trust Enhanced Short Maturity ETF made up 1.02% of Moloney Securities Asset Management's portfolio in Q3 2025, its #21 holding.
  • Moloney Securities Asset Management first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2018 and has held it in 22 quarters since.
  • 400 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.