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

Newbridge Financial Services 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	$1.61K	Hold	27	–	–	﹤0.01%	1092
2026 Q1	$1.61K	Sell	27 -423	-94%	-$25.4K	﹤0.01%	1042
2025 Q4	$27K	Hold	450	–	–	﹤0.01%	575
2025 Q3	$27K	Hold	450	–	–	﹤0.01%	668
2025 Q2	$26.9K	Buy	450 +423	+1,567%	+$25.3K	﹤0.01%	644
2025 Q1	$1.62K	Hold	27	–	–	﹤0.01%	909
2024 Q4	$1.61K	Hold	27	–	–	﹤0.01%	989
2024 Q3	$1.62K	Hold	27	–	–	﹤0.01%	579
2024 Q2	$1.61K	Hold	27	–	–	﹤0.01%	968
2024 Q1	$1.61K	Buy	+27	New	+$1.61K	﹤0.01%	1014

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

Newbridge Financial Services Group's FTSM Position: Q2 2026 in Review

Newbridge Financial Services Group held its First Trust Enhanced Short Maturity ETF (FTSM) position steady in Q2 2026 at 27 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Newbridge Financial Services Group first reported a position in FTSM in Q1 2024 and has held it in 10 quarters since. The position peaked at $27K in Q4 2025. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Newbridge Financial Services Group held 27 shares of First Trust Enhanced Short Maturity ETF worth $1.61K as of Q2 2026.
Newbridge Financial Services Group left its First Trust Enhanced Short Maturity ETF share count unchanged in Q2 2026.
First Trust Enhanced Short Maturity ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1092 holding.
Newbridge Financial Services Group first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2024 and has held it in 10 quarters since.
Newbridge Financial Services Group's First Trust Enhanced Short Maturity ETF position peaked at $27K in Q4 2025.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.