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Morton Brown Family Wealth’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Morton Brown Family Wealth’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
Q1 		– Sell
-35
Closed -$2.1K – 297
2025
Q4 		$2.1K Buy
+35
New +$2.1K ﹤0.01% 253

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morton Brown Family Wealth's FTSM Position: Q1 2026 in Review

Morton Brown Family Wealth sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2026, closing a stake of 35 shares — an estimated $2.1K sold.

Morton Brown Family Wealth first reported a position in FTSM in Q4 2025 and held it in 1 quarter. The position peaked at $2.1K in Q4 2025. 429 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

  • Morton Brown Family Wealth reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2026 after selling out during the quarter.
  • Morton Brown Family Wealth sold 35 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $2.1K.
  • Morton Brown Family Wealth first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2025 and held it in 1 quarter.
  • Morton Brown Family Wealth's First Trust Enhanced Short Maturity ETF position peaked at $2.1K in Q4 2025.
  • 429 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on Morton Brown Family Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.