NBT Bank’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

NBT Bank’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	$75.7K	Sell	1,268 -6,087	-83%	-$364K	0.01%	471
2026 Q1	$440K	Buy	7,355 +7,235	+6,029%	+$434K	0.03%	284
2025 Q4	$432K	Hold	120	–	–	0.03%	283
2025 Q3	$432K	Sell	120 -7,127	-98%	-$428K	0.03%	290
2025 Q2	$434K	Sell	7,247 -33	-0.5%	-$1.98K	0.03%	286
2025 Q1	$436K	Sell	7,280 -400	-5%	-$24K	0.03%	281
2024 Q4	$459K	Buy	7,680 +1,098	+17%	+$65.8K	0.03%	280
2024 Q3	$394K	Sell	6,582 -1,332	-17%	-$79.8K	0.03%	307
2024 Q2	$472K	Hold	7,914	–	–	0.03%	284
2024 Q1	$472K	Sell	7,914 -1,287	-14%	-$76.9K	0.03%	282
2023 Q4	$549K	Buy	+9,201	New	+$549K	0.04%	254

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

NBT Bank's FTSM Position: Q2 2026 in Review

NBT Bank reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 83% in Q2 2026, selling an estimated $364K and leaving 1,268 shares worth $75.7K. The position accounts for 0.01% of the portfolio, ranked #471.

NBT Bank first reported a position in FTSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $549K in Q4 2023. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

NBT Bank held 1,268 shares of First Trust Enhanced Short Maturity ETF worth $75.7K as of Q2 2026.
NBT Bank sold 6,087 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $364K.
First Trust Enhanced Short Maturity ETF made up 0.01% of NBT Bank's portfolio in Q2 2026, its #471 holding.
NBT Bank first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2023 and has held it in 11 quarters since.
NBT Bank's First Trust Enhanced Short Maturity ETF position peaked at $549K in Q4 2023.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.