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
2026 Q2	$217K	Buy	+3,634	New	+$218K	0.05%	138
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 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

PSI Advisors's FTSM Position: Q2 2026 in Review

PSI Advisors opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2026: 3,634 shares worth $217K. The stake represents 0.05% of the portfolio and ranks #138 among its holdings. This is a return to the name: PSI Advisors previously reported a position in FTSM as recently as Q1 2025.

PSI Advisors first reported a position in FTSM in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.06M in Q4 2020. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

PSI Advisors held 3,634 shares of First Trust Enhanced Short Maturity ETF worth $217K as of Q2 2026.
First Trust Enhanced Short Maturity ETF was a new PSI Advisors position in Q2 2026.
First Trust Enhanced Short Maturity ETF made up 0.05% of PSI Advisors's portfolio in Q2 2026, its #138 holding.
PSI Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2020 and has held it in 20 quarters since.
PSI Advisors's First Trust Enhanced Short Maturity ETF position peaked at $1.06M in Q4 2020.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.