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Nations Financial Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Nations Financial Group’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 		$242K Sell
4,056
-1,819
-31% -$109K 0.01% 700
2026
Q1 		$351K Sell
5,875
-65
-1% -$3.9K 0.02% 621
2025
Q4 		$356K Sell
5,940
-893
-13% -$53.6K 0.02% 596
2025
Q3 		$409K Buy
6,833
+1,613
+31% +$96.8K 0.03% 524
2025
Q2 		$313K Sell
5,220
-1,150
-18% -$68.9K 0.02% 557
2025
Q1 		$381K Sell
6,370
-625
-9% -$37.4K 0.03% 486
2024
Q4 		$418K Sell
6,995
-933
-12% -$55.9K 0.03% 483
2024
Q3 		$475K Buy
7,928
+293
+4% +$17.6K 0.03% 453
2024
Q2 		$455K Sell
7,635
-14,994
-66% -$895K 0.04% 430
2024
Q1 		$1.35M Sell
22,629
-1,888
-8% -$113K 0.11% 205
2023
Q4 		$1.46M Sell
24,517
-5,217
-18% -$311K 0.14% 176
2023
Q3 		$1.77M Sell
29,734
-8,386
-22% -$499K 0.18% 142
2023
Q2 		$2.26M Buy
38,120
+1,782
+5% +$106K 0.22% 108
2023
Q1 		$2.16M Buy
36,338
+7,938
+28% +$473K 0.23% 115
2022
Q4 		$1.69M Buy
28,400
+8,985
+46% +$534K 0.19% 136
2022
Q3 		$1.15M Buy
19,415
+4,593
+31% +$273K 0.17% 150
2022
Q2 		$880K Buy
+14,822
New +$882K 0.12% 206
2021
Q2 		– Sell
-5,627
Closed -$337K – 403
2021
Q1 		$337K Sell
5,627
-878
-13% -$52.7K 0.08% 267
2020
Q4 		$391K Sell
6,505
-3,597
-36% -$216K 0.1% 228
2020
Q3 		$606K Sell
10,102
-439
-4% -$26.4K 0.19% 149
2020
Q2 		$632K Hold
10,541
– – 0.22% 132
2020
Q1 		$622K Buy
10,541
+476
+5% +$28.5K 0.27% 119
2019
Q4 		$605K Sell
10,065
-500
-5% -$30.1K 0.21% 151
2019
Q3 		$635K Buy
10,565
+2,065
+24% +$124K 0.23% 137
2019
Q2 		$510K Buy
8,500
+1,350
+19% +$81.1K 0.34% 86
2019
Q1 		$429K Buy
7,150
+1,000
+16% +$60K 0.29% 96
2018
Q4 		$368K Buy
6,150
+150
+3% +$8.99K 0.29% 100
2018
Q3 		$360K Buy
6,000
+600
+11% +$36K 0.26% 107
2018
Q2 		$324K Buy
+5,400
New +$324K 0.27% 110

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Nations Financial Group's FTSM Position: Q2 2026 in Review

Nations Financial Group reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 31% in Q2 2026, selling an estimated $109K and leaving 4,056 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #700.

Nations Financial Group first reported a position in FTSM in Q2 2018 and has held it in 29 quarters since. The position peaked at $2.26M in Q2 2023. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Nations Financial Group held 4,056 shares of First Trust Enhanced Short Maturity ETF worth $242K as of Q2 2026.
  • Nations Financial Group sold 1,819 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $109K.
  • First Trust Enhanced Short Maturity ETF made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #700 holding.
  • Nations Financial Group first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2018 and has held it in 29 quarters since.
  • Nations Financial Group's First Trust Enhanced Short Maturity ETF position peaked at $2.26M in Q2 2023.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.