Opinicus Capital’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Opinicus Capital’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	$5.07M	Buy	84,963 +16,960	+25%	+$1.02M	2.72%	6
2026 Q1	$4.07M	Buy	68,003 +31,365	+86%	+$1.88M	2.87%	9
2025 Q4	$2.2M	Buy	36,638 +10,394	+40%	+$624K	1.53%	17
2025 Q3	$1.57M	Buy	26,244 +13,152	+100%	+$789K	1.09%	26
2025 Q2	$784K	Buy	13,092 +8,305	+173%	+$497K	0.6%	52
2025 Q1	$286K	Buy	4,787 +696	+17%	+$41.7K	0.25%	86
2024 Q4	$245K	Buy	+4,091	New	+$245K	0.21%	87

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

Opinicus Capital's FTSM Position: Q2 2026 in Review

Opinicus Capital increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 25% in Q2 2026, buying an estimated $1.02M and bringing the position to 84,963 shares worth $5.07M. The position accounts for 2.72% of the portfolio, ranked #6.

Opinicus Capital first reported a position in FTSM in Q4 2024 and has held it in 7 quarters since. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Opinicus Capital held 84,963 shares of First Trust Enhanced Short Maturity ETF worth $5.07M as of Q2 2026.
Opinicus Capital bought 16,960 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $1.02M.
First Trust Enhanced Short Maturity ETF made up 2.72% of Opinicus Capital's portfolio in Q2 2026, its #6 holding.
Opinicus Capital first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and has held it in 7 quarters since.
421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Opinicus Capital's 13F filing for Q2 2026, filed 27 Jul 2026.