Park Square Financial Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Park Square Financial 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
2026 Q2	$877K	Sell	14,685 -3,155	-18%	-$189K	7.92%	1
2026 Q1	$1.07M	Sell	17,840 -1,227	-6%	-$73.6K	8.1%	2
2025 Q4	$1.14M	Sell	19,067 -8,788	-32%	-$527K	6.76%	5
2025 Q3	$1.67M	Sell	27,855 -23,115	-45%	-$1.39M	7.21%	3
2025 Q2	$3.05M	Sell	50,970 -11,272	-18%	-$675K	2.21%	7
2025 Q1	$3.72M	Sell	62,242 -17,233	-22%	-$1.03M	2.96%	5
2024 Q4	$4.75M	Buy	+79,475	New	+$4.76M	3.28%	5

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

Park Square Financial Group's FTSM Position: Q2 2026 in Review

Park Square Financial Group reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 18% in Q2 2026, selling an estimated $189K and leaving 14,685 shares worth $877K. The position accounts for 7.92% of the portfolio, ranked #1.

Park Square Financial Group first reported a position in FTSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.75M in Q4 2024. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Park Square Financial Group held 14,685 shares of First Trust Enhanced Short Maturity ETF worth $877K as of Q2 2026.
Park Square Financial Group sold 3,155 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $189K.
First Trust Enhanced Short Maturity ETF made up 7.92% of Park Square Financial Group's portfolio in Q2 2026, its #1 holding.
Park Square Financial Group first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and has held it in 7 quarters since.
Park Square Financial Group's First Trust Enhanced Short Maturity ETF position peaked at $4.75M in Q4 2024.
421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.