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NewEdge Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

NewEdge 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 		$19.9M Sell
332,805
-14,103
-4% -$846K 0.07% 259
2025
Q4 		$20.8M Buy
346,908
+83,090
+31% +$4.99M 0.08% 241
2025
Q3 		$15.8M Sell
263,818
-63,429
-19% -$3.8M 0.07% 273
2025
Q2 		$19.6M Buy
327,247
+33,252
+11% +$1.99M 0.1% 208
2025
Q1 		$17.6M Sell
293,995
-48,262
-14% -$2.89M 0.1% 197
2024
Q4 		$20.5M Buy
342,257
+3,872
+1% +$232K 0.12% 171
2024
Q3 		$20.3M Buy
338,385
+27,306
+9% +$1.64M 0.13% 167
2024
Q2 		$18.5M Buy
311,079
+13,539
+5% +$808K 0.14% 156
2024
Q1 		$17.7M Sell
297,540
-30,289
-9% -$1.81M 0.15% 141
2023
Q4 		$19.6M Sell
327,829
-30,023
-8% -$1.79M 0.19% 121
2023
Q3 		$21.3M Buy
357,852
+10,580
+3% +$630K 0.23% 103
2023
Q2 		$20.6M Sell
347,272
-113,039
-25% -$6.74M 0.23% 103
2023
Q1 		$27.4M Sell
460,311
-221,059
-32% -$13.2M 0.34% 75
2022
Q4 		$5.67M Buy
681,370
+424,833
+166% +$25.2M 0.15% 139
2022
Q3 		$15.2M Buy
256,537
+154,508
+151% +$9.18M 0.25% 105
2022
Q2 		$6.06M Buy
102,029
+59,346
+139% +$3.53M 0.1% 202
2022
Q1 		$2.54M Sell
42,683
-65,042
-60% -$3.88M 0.04% 368
2021
Q4 		$6.44M Buy
107,725
+32,306
+43% +$1.93M 0.1% 202
2021
Q3 		$4.52M Sell
75,419
-22,427
-23% -$1.34M 0.11% 183
2021
Q2 		$5.87M Buy
97,846
+2,419
+3% +$145K 0.16% 139
2021
Q1 		$5.72M Buy
95,427
+7,837
+9% +$470K 0.17% 126
2020
Q4 		$5.26M Sell
87,590
-13,003
-13% -$781K 0.17% 122
2020
Q3 		$6.04M Sell
100,593
-6,459
-6% -$388K 0.21% 105
2020
Q2 		$6.42M Sell
107,052
-6,387
-6% -$381K 0.25% 94
2020
Q1 		$6.7M Buy
113,439
+54,560
+93% +$3.27M 0.32% 83
2019
Q4 		$3.54M Sell
58,879
-32,808
-36% -$1.97M 0.14% 163
2019
Q3 		$5.51M Sell
91,687
-19,219
-17% -$1.16M 0.24% 100
2019
Q2 		$6.66M Buy
110,906
+5,287
+5% +$318K 0.41% 63
2019
Q1 		$6.33M Buy
105,619
+4,453
+4% +$267K 0.41% 69
2018
Q4 		$6.05K Buy
101,166
+77,203
+322% +$4.63M 0.39% 63
2018
Q3 		$1.44M Buy
23,963
+8,077
+51% +$485K 0.11% 187
2018
Q2 		$953 Sell
15,886
-11,239
-41% -$674K 0.09% 217
2018
Q1 		$1.63M Sell
27,125
-10,840
-29% -$651K 0.19% 121
2017
Q4 		$2.28M Sell
37,965
-4,250
-10% -$255K 0.31% 77
2017
Q3 		$2.53M Buy
42,215
+36,626
+655% +$2.2M 0.39% 66
2017
Q2 		$336K Sell
5,589
-6,817
-55% -$409K 0.06% 242
2017
Q1 		$745K Buy
12,406
+1,804
+17% +$108K 0.17% 130
2016
Q4 		$638K Buy
+10,602
New +$635K 0.18% 123

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 $2.47B AUM 24.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NewEdge Advisors's FTSM Position: Q1 2026 in Review

NewEdge Advisors reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 4.1% in Q1 2026, selling an estimated $846K and leaving 332,805 shares worth $19.9M. The position accounts for 0.07% of the portfolio, ranked #259.

NewEdge Advisors first reported a position in FTSM in Q4 2016 and has held it in 38 quarters since. The position peaked at $27.4M in Q1 2023. 427 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

  • NewEdge Advisors held 332,805 shares of First Trust Enhanced Short Maturity ETF worth $19.9M as of Q1 2026.
  • NewEdge Advisors sold 14,103 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $846K.
  • First Trust Enhanced Short Maturity ETF made up 0.07% of NewEdge Advisors's portfolio in Q1 2026, its #259 holding.
  • NewEdge Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2016 and has held it in 38 quarters since.
  • NewEdge Advisors's First Trust Enhanced Short Maturity ETF position peaked at $27.4M in Q1 2023.
  • 427 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.