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

Parallel 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
Q1 		$247K Buy
4,124
+3,986
+2,888% +$239K ﹤0.01% 1056
2025
Q4 		$8.27K Hold
138
– – ﹤0.01% 2682
2025
Q3 		$8.27K Hold
138
– – ﹤0.01% 2595
2025
Q2 		$8.26K Hold
138
– – ﹤0.01% 2557
2025
Q1 		$8.26K Hold
138
– – ﹤0.01% 2507
2024
Q4 		$8.25K Hold
138
– – ﹤0.01% 2473
2024
Q3 		$8.26K Sell
138
-21
-13% -$1.26K ﹤0.01% 2465
2024
Q2 		$9.48K Hold
159
– – ﹤0.01% 2341
2024
Q1 		$9.48K Sell
159
-139
-47% -$8.31K ﹤0.01% 2331
2023
Q4 		$17.8K Buy
298
+16
+6% +$954 ﹤0.01% 2012
2023
Q3 		$16.8K Buy
+282
New +$16.8K ﹤0.01% 1944
2018
Q2 		– Sell
-91
Closed -$5K – 2131
2018
Q1 		$5K Buy
+91
New +$5.46K ﹤0.01% 1550

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.16B AUM 23.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return