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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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Prime Capital Investment Advisors's FTSM Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 1.2% in Q1 2026, buying an estimated $46.8K and bringing the position to 64,425 shares worth $3.85M. The position accounts for 0.04% of the portfolio, ranked #256.

Prime Capital Investment Advisors first reported a position in FTSM in Q4 2018 and has held it in 20 quarters since. 426 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

  • Prime Capital Investment Advisors held 64,425 shares of First Trust Enhanced Short Maturity ETF worth $3.85M as of Q1 2026.
  • Prime Capital Investment Advisors bought 781 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $46.8K.
  • First Trust Enhanced Short Maturity ETF made up 0.04% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #256 holding.
  • Prime Capital Investment Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2018 and has held it in 20 quarters since.
  • 426 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.