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

OakTrust Wealth 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 Q2	$269K	Buy	4,496 +46	+1%	+$2.75K	0.23%	56
2026 Q1	$266K	Buy	4,450 +31	+0.7%	+$1.86K	0.24%	54
2025 Q4	$265K	Buy	+4,419	New	+$265K	0.24%	59

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

OakTrust Wealth Advisors's FTSM Position: Q2 2026 in Review

OakTrust Wealth Advisors increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 1% in Q2 2026, buying an estimated $2.75K and bringing the position to 4,496 shares worth $269K. The position accounts for 0.23% of the portfolio, ranked #56.

OakTrust Wealth Advisors first reported a position in FTSM in Q4 2025 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

OakTrust Wealth Advisors held 4,496 shares of First Trust Enhanced Short Maturity ETF worth $269K as of Q2 2026.
OakTrust Wealth Advisors bought 46 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $2.75K.
First Trust Enhanced Short Maturity ETF made up 0.23% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #56 holding.
OakTrust Wealth Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2025 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 OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.