Onyx Bridge Wealth Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Onyx Bridge Wealth Group’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 Q4	–	Sell	-3,517	Closed	-$211K	–	369
2025 Q3	$211K	Sell	3,517 -1,185	-25%	-$71.1K	0.02%	332
2025 Q2	$282K	Buy	4,702 +1,185	+34%	+$71K	0.04%	237
2025 Q1	$210K	Hold	3,517	–	–	0.03%	259
2024 Q4	$210K	Hold	3,517	–	–	0.03%	252
2024 Q3	$211K	Sell	3,517 -4,900	-58%	-$293K	0.03%	253
2024 Q2	$502K	Hold	8,417	–	–	0.08%	146
2024 Q1	$503K	Hold	8,417	–	–	0.09%	147
2023 Q4	$502K	Hold	8,417	–	–	0.1%	131
2023 Q3	$500K	Hold	8,417	–	–	0.12%	131
2023 Q2	$500K	Sell	8,417 -228	-3%	-$13.6K	0.12%	125
2023 Q1	$514K	Sell	8,645 -918	-10%	-$54.7K	0.21%	88
2022 Q4	$569K	Buy	9,563 +4,420	+86%	+$263K	0.23%	72
2022 Q3	$305K	Buy	+5,143	New	+$306K	0.14%	116

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Onyx Bridge Wealth Group's FTSM Position: Q4 2025 in Review

Onyx Bridge Wealth Group sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2025, closing a stake of 3,517 shares — an estimated $211K sold.

Onyx Bridge Wealth Group first reported a position in FTSM in Q3 2022 and held it in 13 quarters. The position peaked at $569K in Q4 2022. 402 funds tracked by Wall St. Rank hold FTSM as of Q4 2025.

Onyx Bridge Wealth Group reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2025 after selling out during the quarter.
Onyx Bridge Wealth Group sold 3,517 First Trust Enhanced Short Maturity ETF shares in Q4 2025, an estimated $211K.
Onyx Bridge Wealth Group first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2022 and held it in 13 quarters.
Onyx Bridge Wealth Group's First Trust Enhanced Short Maturity ETF position peaked at $569K in Q4 2022.
402 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2025.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2025, filed 18 Feb 2026.