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 Q2	$1.59M	Buy	26,701 +79	+0.3%	+$4.73K	0.03%	465
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 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

Mount Yale Investment Advisors's FTSM Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.3% in Q2 2026, buying an estimated $4.73K and bringing the position to 26,701 shares worth $1.59M. The position accounts for 0.03% of the portfolio, ranked #465.

Mount Yale Investment Advisors first reported a position in FTSM in Q3 2025 and has held it in 4 quarters since. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Mount Yale Investment Advisors held 26,701 shares of First Trust Enhanced Short Maturity ETF worth $1.59M as of Q2 2026.
Mount Yale Investment Advisors bought 79 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $4.73K.
First Trust Enhanced Short Maturity ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #465 holding.
Mount Yale Investment Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2025 and has held it in 4 quarters since.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.