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

Nordwand 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
2025 Q2	–	Sell	-40	Closed	-$2.39K	–	191
2025 Q1	$2.39K	Hold	40	–	–	﹤0.01%	102
2024 Q4	$2.39K	Hold	40	–	–	﹤0.01%	111
2024 Q3	$2.4K	Hold	40	–	–	﹤0.01%	118
2024 Q2	$2.38K	Hold	40	–	–	﹤0.01%	141
2024 Q1	$2.38K	Hold	40	–	–	﹤0.01%	152
2023 Q4	$2.39K	Buy	+40	New	+$2.38K	﹤0.01%	143

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Nordwand Advisors's FTSM Position: Q2 2025 in Review

Nordwand Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2025, closing a stake of 40 shares — an estimated $2.39K sold.

Nordwand Advisors first reported a position in FTSM in Q4 2023 and held it in 6 quarters. The position peaked at $2.4K in Q3 2024. 417 funds tracked by Wall St. Rank hold FTSM as of Q2 2025.

Nordwand Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2025 after selling out during the quarter.
Nordwand Advisors sold 40 First Trust Enhanced Short Maturity ETF shares in Q2 2025, an estimated $2.39K.
Nordwand Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2023 and held it in 6 quarters.
Nordwand Advisors's First Trust Enhanced Short Maturity ETF position peaked at $2.4K in Q3 2024.
417 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2025.

Based on Nordwand Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.