NWF Advisory Services’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

NWF Advisory Services’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	$2.53M	Buy	42,339 +141	+0.3%	+$8.44K	0.24%	82
2026 Q1	$2.52M	Buy	+42,198	New	+$2.53M	0.28%	72
2025 Q1	–	Sell	-6,369	Closed	-$381K	–	388
2024 Q4	$381K	Buy	+6,369	New	+$381K	0.06%	174

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

NWF Advisory Services's FTSM Position: Q2 2026 in Review

NWF Advisory Services increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.33% in Q2 2026, buying an estimated $8.44K and bringing the position to 42,339 shares worth $2.53M. The position accounts for 0.24% of the portfolio, ranked #82.

NWF Advisory Services first reported a position in FTSM in Q4 2024 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

NWF Advisory Services held 42,339 shares of First Trust Enhanced Short Maturity ETF worth $2.53M as of Q2 2026.
NWF Advisory Services bought 141 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $8.44K.
First Trust Enhanced Short Maturity ETF made up 0.24% of NWF Advisory Services's portfolio in Q2 2026, its #82 holding.
NWF Advisory Services first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and has held it in 3 quarters since.
421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.