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PSI Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

PSI 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
2025
Q2 		– Sell
-33
Closed -$1.98K – 307
2025
Q1 		$1.98K Hold
33
– – ﹤0.01% 600
2024
Q4 		$1.97K Sell
33
-1,283
-97% -$76.8K ﹤0.01% 730
2024
Q3 		$78.8K Hold
1,316
– – 0.02% 211
2024
Q2 		$78.4K Buy
1,316
+1,250
+1,894% +$74.6K 0.02% 205
2024
Q1 		$3.93K Hold
66
– – ﹤0.01% 613
2023
Q4 		$3.94K Hold
66
– – ﹤0.01% 655
2023
Q3 		$3.92K Hold
66
– – ﹤0.01% 625
2023
Q2 		$3.92K Hold
66
– – ﹤0.01% 612
2023
Q1 		$3.93K Sell
66
-4,487
-99% -$267K ﹤0.01% 559
2022
Q4 		$271K Hold
4,553
– – 0.14% 92
2022
Q3 		$270K Sell
4,553
-2,424
-35% -$144K 0.14% 99
2022
Q2 		$414K Buy
6,977
+3,015
+76% +$179K 0.2% 83
2022
Q1 		$236K Buy
3,962
+1,296
+49% +$77.3K 0.1% 128
2021
Q4 		$159K Sell
2,666
-3
-0.1% -$180 0.06% 162
2021
Q3 		$160K Buy
+2,669
New +$160K 0.07% 154
2021
Q2 		– Sell
-5,819
Closed -$348K – 136
2021
Q1 		$348K Sell
5,819
-11,782
-67% -$707K 0.21% 90
2020
Q4 		$1.06M Buy
17,601
+6,551
+59% +$393K 0.73% 30
2020
Q3 		$663K Buy
11,050
+5,550
+101% +$333K 0.51% 44
2020
Q2 		$329K Buy
+5,500
New +$328K 0.27% 77

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PSI Advisors's FTSM Position: Q2 2025 in Review

PSI Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2025, closing a stake of 33 shares — an estimated $1.98K sold.

PSI Advisors first reported a position in FTSM in Q2 2020 and held it in 19 quarters. The position peaked at $1.06M in Q4 2020. 418 funds tracked by Wall St. Rank hold FTSM as of Q2 2025.

  • PSI Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 33 First Trust Enhanced Short Maturity ETF shares in Q2 2025, an estimated $1.98K.
  • PSI Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2020 and held it in 19 quarters.
  • PSI Advisors's First Trust Enhanced Short Maturity ETF position peaked at $1.06M in Q4 2020.
  • 418 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.