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

OneDigital Investment 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 		$2.28M Buy
38,094
+20,302
+114% +$1.22M 0.02% 471
2026
Q1 		$1.06M Buy
17,792
+8,395
+89% +$503K 0.01% 664
2025
Q4 		$563K Sell
9,397
-1,154
-11% -$69.2K 0.01% 896
2025
Q3 		$632K Sell
10,551
-1,221
-10% -$73.2K 0.01% 838
2025
Q2 		$705K Hold
11,772
– – 0.01% 766
2025
Q1 		$704K Sell
11,772
-336
-3% -$20.1K 0.01% 734
2024
Q4 		$724K Sell
12,108
-12,973
-52% -$777K 0.01% 745
2024
Q3 		$1.5M Sell
25,081
-3,161
-11% -$189K 0.02% 532
2024
Q2 		$1.68M Sell
28,242
-12,010
-30% -$717K 0.02% 470
2024
Q1 		$2.4M Sell
40,252
-11,259
-22% -$673K 0.04% 296
2023
Q4 		$3.07M Sell
51,511
-6,406
-11% -$382K 0.05% 242
2023
Q3 		$3.44M Buy
57,917
+2,425
+4% +$144K 0.07% 197
2023
Q2 		$3.3M Buy
55,492
+1,513
+3% +$90.2K 0.07% 200
2023
Q1 		$3.21M Sell
53,979
-12,563
-19% -$748K 0.08% 196
2022
Q4 		$3.96M Buy
+66,542
New +$3.95M 0.11% 152
2021
Q3 		– Sell
-3,818
Closed -$229K – 785
2021
Q2 		$229K Buy
3,818
+1
+0% +$60 0.01% 638
2021
Q1 		$229K Buy
3,817
+323
+9% +$19.4K 0.01% 581
2020
Q4 		$210K Sell
3,494
-499
-12% -$30K 0.01% 589
2020
Q3 		$240K Buy
+3,993
New +$240K 0.02% 502
2019
Q3 		– Sell
-3,748
Closed -$225K – 780
2019
Q2 		$225K Buy
+3,748
New +$225K 0.02% 385
2019
Q1 		– Sell
-411
Closed -$25K – 1147
2018
Q4 		$25K Sell
411
-85
-17% -$5.1K ﹤0.01% 629
2018
Q3 		$30K Buy
496
+274
+123% +$16.4K 0.01% 535
2018
Q2 		$13K Hold
222
– – ﹤0.01% 963
2018
Q1 		$13K Buy
+222
New +$13.3K ﹤0.01% 961

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OneDigital Investment Advisors's FTSM Position: Q2 2026 in Review

OneDigital Investment Advisors increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 114% in Q2 2026, buying an estimated $1.22M and bringing the position to 38,094 shares worth $2.28M. The position accounts for 0.02% of the portfolio, ranked #471.

OneDigital Investment Advisors first reported a position in FTSM in Q1 2018 and has held it in 24 quarters since. The position peaked at $3.96M in Q4 2022. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • OneDigital Investment Advisors held 38,094 shares of First Trust Enhanced Short Maturity ETF worth $2.28M as of Q2 2026.
  • OneDigital Investment Advisors bought 20,302 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $1.22M.
  • First Trust Enhanced Short Maturity ETF made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #471 holding.
  • OneDigital Investment Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2018 and has held it in 24 quarters since.
  • OneDigital Investment Advisors's First Trust Enhanced Short Maturity ETF position peaked at $3.96M in Q4 2022.
  • 421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.