Monument Capital Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Monument Capital 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 Q2	–	Sell	-19,531	Closed	-$1.17M	–	227
2025 Q1	$1.17M	Sell	19,531 -2,813	-13%	-$168K	0.36%	78
2024 Q4	$1.34M	Sell	22,344 -262	-1%	-$15.7K	0.37%	70
2024 Q3	$1.35M	Sell	22,606 -2,033	-8%	-$122K	0.37%	68
2024 Q2	$1.47M	Sell	24,639 -488	-2%	-$29.1K	0.43%	67
2024 Q1	$1.5M	Sell	25,127 -5,604	-18%	-$335K	0.43%	70
2023 Q4	$1.83M	Sell	30,731 -7,878	-20%	-$470K	0.59%	58
2023 Q3	$2.29M	Sell	38,609 -8,649	-18%	-$515K	0.77%	43
2023 Q2	$2.81M	Sell	47,258 -346,342	-88%	-$20.6M	0.9%	30
2023 Q1	$23.4M	Buy	+393,600	New	+$23.4M	7.84%	1

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Monument Capital Management's FTSM Position: Q2 2025 in Review

Monument Capital Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2025, closing a stake of 19,531 shares — an estimated $1.17M sold.

Monument Capital Management first reported a position in FTSM in Q1 2023 and held it in 9 quarters. The position peaked at $23.4M in Q1 2023. 418 funds tracked by Wall St. Rank hold FTSM as of Q2 2025.

Monument Capital Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2025 after selling out during the quarter.
Monument Capital Management sold 19,531 First Trust Enhanced Short Maturity ETF shares in Q2 2025, an estimated $1.17M.
Monument Capital Management first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2023 and held it in 9 quarters.
Monument Capital Management's First Trust Enhanced Short Maturity ETF position peaked at $23.4M in Q1 2023.
418 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2025.

Based on Monument Capital Management's 13F filing for Q2 2025, filed 24 Jul 2025.