&Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

&Partners’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	$41.9M	Buy	714,646 +52,367	+8%	+$3.13M	0.17%	117
2026 Q1	$39.6M	Buy	662,279 +75,273	+13%	+$4.51M	0.2%	104
2025 Q4	$35.1M	Buy	587,006 +220,685	+60%	+$13.2M	0.18%	112
2025 Q3	$21.9M	Buy	366,321 +32,190	+10%	+$1.93M	0.14%	142
2025 Q2	$20M	Buy	334,131 +290,237	+661%	+$17.4M	0.15%	136
2025 Q1	$2.63M	Sell	43,894 -4,334	-9%	-$260K	0.03%	450
2024 Q4	$2.86M	Buy	48,228 +17,904	+59%	+$1.07M	0.03%	391
2024 Q3	$1.79M	Buy	+30,324	New	+$1.82M	0.03%	385

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

&Partners's FTSM Position: Q2 2026 in Review

&Partners increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 7.9% in Q2 2026, buying an estimated $3.13M and bringing the position to 714,646 shares worth $41.9M. The position accounts for 0.17% of the portfolio, ranked #117.

&Partners first reported a position in FTSM in Q3 2024 and has held it in 8 quarters since. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

&Partners held 714,646 shares of First Trust Enhanced Short Maturity ETF worth $41.9M as of Q2 2026.
&Partners bought 52,367 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $3.13M.
First Trust Enhanced Short Maturity ETF made up 0.17% of &Partners's portfolio in Q2 2026, its #117 holding.
&Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2024 and has held it in 8 quarters since.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.