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Prime Capital Investment Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Prime Capital Investment 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 		$1.2M Sell
20,043
-44,382
-69% -$2.66M 0.01% 484
2026
Q1 		$3.85M Buy
64,425
+781
+1% +$46.8K 0.04% 256
2025
Q4 		$3.81M Buy
63,644
+2,648
+4% +$159K 0.05% 242
2025
Q3 		$3.65M Buy
60,996
+2,102
+4% +$126K 0.05% 246
2025
Q2 		$3.53M Buy
58,894
+52,823
+870% +$3.16M 0.05% 249
2025
Q1 		$363K Sell
6,071
-1,487
-20% -$89.1K ﹤0.01% 771
2024
Q4 		$452K Buy
7,558
+40
+0.5% +$2.4K 0.01% 595
2024
Q3 		$450K Sell
7,518
-1,831
-20% -$110K 0.01% 615
2024
Q2 		$557K Buy
9,349
+50
+0.5% +$2.98K 0.01% 551
2024
Q1 		$554K Sell
9,299
-282
-3% -$16.9K 0.01% 595
2023
Q4 		$572K Sell
9,581
-1,550
-14% -$92.4K 0.01% 549
2023
Q3 		$661K Sell
11,131
-327
-3% -$19.5K 0.01% 416
2023
Q2 		$681K Buy
11,458
+6,572
+135% +$392K 0.01% 415
2023
Q1 		$291K Sell
4,886
-8,425
-63% -$502K 0.01% 435
2022
Q4 		$791K Buy
13,311
+8,433
+173% +$501K 0.03% 264
2022
Q3 		$289K Buy
+4,878
New +$290K 0.02% 312
2022
Q2 		– Sell
-3,687
Closed -$220K – 407
2022
Q1 		$220K Hold
3,687
– – 0.01% 331
2021
Q4 		$220K Hold
3,687
– – 0.01% 331
2021
Q3 		$221K Hold
3,687
– – 0.01% 280
2021
Q2 		$221K Buy
+3,687
New +$221K 0.01% 345
2019
Q1 		– Sell
-262
Closed -$16K – 358
2018
Q4 		$16K Buy
+262
New +$15.7K 0.01% 234

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Prime Capital Investment Advisors's FTSM Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 69% in Q2 2026, selling an estimated $2.66M and leaving 20,043 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #484.

Prime Capital Investment Advisors first reported a position in FTSM in Q4 2018 and has held it in 21 quarters since. The position peaked at $3.85M in Q1 2026. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Prime Capital Investment Advisors held 20,043 shares of First Trust Enhanced Short Maturity ETF worth $1.2M as of Q2 2026.
  • Prime Capital Investment Advisors sold 44,382 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $2.66M.
  • First Trust Enhanced Short Maturity ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #484 holding.
  • Prime Capital Investment Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2018 and has held it in 21 quarters since.
  • Prime Capital Investment Advisors's First Trust Enhanced Short Maturity ETF position peaked at $3.85M in Q1 2026.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.