Moment Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Moment Partners’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	–	Sell	-47,809	Closed	-$2.87M	–	107
2026 Q1	$2.87M	Buy	+47,809	New	+$2.87M	0.51%	17
2025 Q4	–	Sell	-67,116	Closed	-$4.02M	–	114
2025 Q3	$4.02M	Buy	67,116 +1,189	+2%	+$71.3K	0.71%	15
2025 Q2	$3.95M	Sell	65,927 -2,607	-4%	-$156K	0.74%	14
2025 Q1	$4.1M	Sell	68,534 -904	-1%	-$54.1K	0.81%	15
2024 Q4	$4.15M	Buy	+69,438	New	+$4.16M	0.79%	15

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

Moment Partners's FTSM Position: Q2 2026 in Review

Moment Partners sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2026, closing a stake of 47,809 shares — an estimated $2.87M sold.

Moment Partners first reported a position in FTSM in Q4 2024 and held it in 5 quarters. The position peaked at $4.15M in Q4 2024. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Moment Partners reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2026 after selling out during the quarter.
Moment Partners sold 47,809 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $2.87M.
Moment Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and held it in 5 quarters.
Moment Partners's First Trust Enhanced Short Maturity ETF position peaked at $4.15M in Q4 2024.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.