PKS Advisory Services’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

PKS Advisory Services’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	$675K	Sell	11,288 -3,273	-22%	-$196K	0.16%	131
2025 Q4	$873K	Sell	14,561 -785	-5%	-$47.1K	0.2%	100
2025 Q3	$919K	Buy	15,346 +4,967	+48%	+$298K	0.19%	96
2025 Q2	$621K	Buy	10,379 +5,613	+118%	+$336K	0.15%	131
2025 Q1	$285K	Sell	4,766 -1,303	-21%	-$78K	0.08%	192
2024 Q4	$363K	Buy	+6,069	New	+$364K	0.09%	167

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PKS Advisory Services's FTSM Position: Q1 2026 in Review

PKS Advisory Services reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 22% in Q1 2026, selling an estimated $196K and leaving 11,288 shares worth $675K. The position accounts for 0.16% of the portfolio, ranked #131.

PKS Advisory Services first reported a position in FTSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $919K in Q3 2025. 425 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

PKS Advisory Services held 11,288 shares of First Trust Enhanced Short Maturity ETF worth $675K as of Q1 2026.
PKS Advisory Services sold 3,273 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $196K.
First Trust Enhanced Short Maturity ETF made up 0.16% of PKS Advisory Services's portfolio in Q1 2026, its #131 holding.
PKS Advisory Services first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's First Trust Enhanced Short Maturity ETF position peaked at $919K in Q3 2025.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.