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Mount Yale Investment Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Mount Yale Investment Advisors’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 		$1.59M Buy
26,622
+17,570
+194% +$1.05M 0.04% 419
2025
Q4 		$542K Buy
9,052
+405
+5% +$24.3K 0.03% 444
2025
Q3 		$520K Buy
+8,647
New +$519K 0.04% 411

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 $445B AUM 25.58% 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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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

Mount Yale Investment Advisors's FTSM Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 194% in Q1 2026, buying an estimated $1.05M and bringing the position to 26,622 shares worth $1.59M. The position accounts for 0.04% of the portfolio, ranked #419.

Mount Yale Investment Advisors first reported a position in FTSM in Q3 2025 and has held it in 3 quarters since. 427 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

  • Mount Yale Investment Advisors held 26,622 shares of First Trust Enhanced Short Maturity ETF worth $1.59M as of Q1 2026.
  • Mount Yale Investment Advisors bought 17,570 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $1.05M.
  • First Trust Enhanced Short Maturity ETF made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #419 holding.
  • Mount Yale Investment Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2025 and has held it in 3 quarters since.
  • 427 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.