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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return