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

Premier Path 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
2025 Q4	–	Sell	-18,621	Closed	-$1.12M	–	406
2025 Q3	$1.12M	Buy	18,621 +144	+0.8%	+$8.64K	0.14%	167
2025 Q2	$1.11M	Buy	18,477 +12	+0.1%	+$719	0.15%	162
2025 Q1	$1.1M	Sell	18,465 -14,549	-44%	-$871K	0.17%	149
2024 Q4	$1.97M	Sell	33,014 -65	-0.2%	-$3.89K	0.3%	78
2024 Q3	$1.98M	Buy	33,079 +840	+3%	+$50.3K	0.31%	77
2024 Q2	$1.92M	Buy	+32,239	New	+$1.92M	0.33%	74

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Premier Path Wealth Partners's FTSM Position: Q4 2025 in Review

Premier Path Wealth Partners sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2025, closing a stake of 18,621 shares — an estimated $1.12M sold.

Premier Path Wealth Partners first reported a position in FTSM in Q2 2024 and held it in 6 quarters. The position peaked at $1.98M in Q3 2024. 401 funds tracked by Wall St. Rank hold FTSM as of Q4 2025.

Premier Path Wealth Partners reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2025 after selling out during the quarter.
Premier Path Wealth Partners sold 18,621 First Trust Enhanced Short Maturity ETF shares in Q4 2025, an estimated $1.12M.
Premier Path Wealth Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2024 and held it in 6 quarters.
Premier Path Wealth Partners's First Trust Enhanced Short Maturity ETF position peaked at $1.98M in Q3 2024.
401 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2025.

Based on Premier Path Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.