PMV Capital Advisers’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

PMV Capital Advisers’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	$238K	Sell	3,983 -968	-20%	-$58.1K	0.4%	24
2025 Q4	$297K	Buy	4,951 +200	+4%	+$12K	0.54%	20
2025 Q3	$285K	Sell	4,751 -1,883	-28%	-$113K	0.55%	26
2025 Q2	$397K	Sell	6,634 -273	-4%	-$16.4K	0.89%	19
2025 Q1	$413K	Sell	6,907 -13,659	-66%	-$818K	1%	18
2024 Q4	$1.23M	Buy	+20,566	New	+$1.23M	3.31%	9

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 $11.8B AUM 31.86% 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

PMV Capital Advisers's FTSM Position: Q1 2026 in Review

PMV Capital Advisers reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 20% in Q1 2026, selling an estimated $58.1K and leaving 3,983 shares worth $238K. The position accounts for 0.4% of the portfolio, ranked #24.

PMV Capital Advisers first reported a position in FTSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.23M in Q4 2024. 427 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

PMV Capital Advisers held 3,983 shares of First Trust Enhanced Short Maturity ETF worth $238K as of Q1 2026.
PMV Capital Advisers sold 968 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $58.1K.
First Trust Enhanced Short Maturity ETF made up 0.4% of PMV Capital Advisers's portfolio in Q1 2026, its #24 holding.
PMV Capital Advisers first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and has held it in 6 quarters since.
PMV Capital Advisers's First Trust Enhanced Short Maturity ETF position peaked at $1.23M in Q4 2024.
427 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on PMV Capital Advisers's 13F filing for Q1 2026, filed 16 Apr 2026.