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

Paladin Wealth’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	$1.48M	Buy	24,856 +2,294	+10%	+$137K	0.86%	34
2026 Q1	$1.35M	Buy	22,562 +699	+3%	+$41.9K	0.93%	31
2025 Q4	$1.31M	Buy	21,863 +44	+0.2%	+$2.64K	0.89%	31
2025 Q3	$1.31M	Buy	21,819 +4,124	+23%	+$247K	0.95%	28
2025 Q2	$1.06M	Sell	17,695 -1,558	-8%	-$93.3K	0.82%	38
2025 Q1	$1.15M	Sell	19,253 -4,708	-20%	-$282K	1.03%	34
2024 Q4	$1.43M	Sell	23,961 -3,704	-13%	-$222K	1.24%	19
2024 Q3	$1.66M	Buy	+27,665	New	+$1.66M	1.45%	17

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

Paladin Wealth's FTSM Position: Q2 2026 in Review

Paladin Wealth increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 10% in Q2 2026, buying an estimated $137K and bringing the position to 24,856 shares worth $1.48M. The position accounts for 0.86% of the portfolio, ranked #34.

Paladin Wealth first reported a position in FTSM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.66M in Q3 2024. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Paladin Wealth held 24,856 shares of First Trust Enhanced Short Maturity ETF worth $1.48M as of Q2 2026.
Paladin Wealth bought 2,294 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $137K.
First Trust Enhanced Short Maturity ETF made up 0.86% of Paladin Wealth's portfolio in Q2 2026, its #34 holding.
Paladin Wealth first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2024 and has held it in 8 quarters since.
Paladin Wealth's First Trust Enhanced Short Maturity ETF position peaked at $1.66M in Q3 2024.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.