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

Plotkin Financial 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 Q2	$435K	Buy	+7,284	New	+$436K	0.18%	72
2020 Q4	–	Sell	-11,030	Closed	-$662K	–	72
2020 Q3	$662K	Hold	11,030	–	–	0.73%	31
2020 Q2	$662K	Hold	11,030	–	–	0.56%	33
2020 Q1	$651K	Sell	11,030 -21,644	-66%	-$1.3M	0.79%	28
2019 Q4	$1.96M	Buy	+32,674	New	+$1.96M	1.83%	18

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

Plotkin Financial Advisors's FTSM Position: Q2 2026 in Review

Plotkin Financial Advisors opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2026: 7,284 shares worth $435K. The stake represents 0.18% of the portfolio and ranks #72 among its holdings. This is a return to the name: Plotkin Financial Advisors previously reported a position in FTSM as recently as Q3 2020.

Plotkin Financial Advisors first reported a position in FTSM in Q4 2019 and has held it in 5 quarters since. The position peaked at $1.96M in Q4 2019. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Plotkin Financial Advisors held 7,284 shares of First Trust Enhanced Short Maturity ETF worth $435K as of Q2 2026.
First Trust Enhanced Short Maturity ETF was a new Plotkin Financial Advisors position in Q2 2026.
First Trust Enhanced Short Maturity ETF made up 0.18% of Plotkin Financial Advisors's portfolio in Q2 2026, its #72 holding.
Plotkin Financial Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2019 and has held it in 5 quarters since.
Plotkin Financial Advisors's First Trust Enhanced Short Maturity ETF position peaked at $1.96M in Q4 2019.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.