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

Prasad Wealth 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	$831K	Buy	13,910 +15	+0.1%	+$898	0.2%	69
2026 Q1	$831K	Buy	13,895 +712	+5%	+$42.7K	0.23%	59
2025 Q4	$790K	Buy	13,183 +1,828	+16%	+$110K	0.21%	56
2025 Q3	$680K	Buy	+11,355	New	+$681K	0.19%	61

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

Prasad Wealth Partners's FTSM Position: Q2 2026 in Review

Prasad Wealth Partners increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.11% in Q2 2026, buying an estimated $898 and bringing the position to 13,910 shares worth $831K. The position accounts for 0.2% of the portfolio, ranked #69.

Prasad Wealth Partners first reported a position in FTSM in Q3 2025 and has held it in 4 quarters since. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Prasad Wealth Partners held 13,910 shares of First Trust Enhanced Short Maturity ETF worth $831K as of Q2 2026.
Prasad Wealth Partners bought 15 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $898.
First Trust Enhanced Short Maturity ETF made up 0.2% of Prasad Wealth Partners's portfolio in Q2 2026, its #69 holding.
Prasad Wealth Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2025 and has held it in 4 quarters since.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.