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Raffa Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Raffa Wealth Management’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 		$87.2K Sell
1,460
-35
-2% -$2.1K 0.01% 136
2026
Q1 		$89.4K Hold
1,495
– – 0.01% 118
2025
Q4 		$89.6K Hold
1,495
– – 0.01% 122
2025
Q3 		$89.6K Sell
1,495
-42
-3% -$2.52K 0.02% 119
2025
Q2 		$92K Sell
1,537
-644
-30% -$38.6K 0.02% 131
2025
Q1 		$131K Sell
2,181
-100
-4% -$5.99K 0.03% 99
2024
Q4 		$136K Hold
2,281
– – 0.03% 96
2024
Q3 		$137K Hold
2,281
– – 0.03% 93
2024
Q2 		$136K Buy
2,281
+299
+15% +$17.9K 0.04% 114
2024
Q1 		$118K Buy
1,982
+1,139
+135% +$68.1K 0.04% 126
2023
Q4 		$50.3K Sell
843
-43
-5% -$2.56K 0.02% 133
2023
Q3 		$52.6K Sell
886
-10
-1% -$596 0.02% 125
2023
Q2 		$53.2K Sell
896
-902
-50% -$53.8K 0.02% 128
2023
Q1 		$107K Hold
1,798
– – 0.04% 94
2022
Q4 		$107K Buy
1,798
+376
+26% +$22.3K 0.04% 80
2022
Q3 		$84.4K Buy
+1,422
New +$84.5K 0.04% 99
2019
Q1 		– Sell
-9,212
Closed -$551K – 729
2018
Q4 		$551K Buy
9,212
+54
+0.6% +$3.24K 0.21% 35
2018
Q3 		$550K Buy
+9,158
New +$550K 0.19% 42

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raffa Wealth Management's FTSM Position: Q2 2026 in Review

Raffa Wealth Management reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 2.3% in Q2 2026, selling an estimated $2.1K and leaving 1,460 shares worth $87.2K. The position accounts for 0.01% of the portfolio, ranked #136.

Raffa Wealth Management first reported a position in FTSM in Q3 2018 and has held it in 18 quarters since. The position peaked at $551K in Q4 2018. 407 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Raffa Wealth Management held 1,460 shares of First Trust Enhanced Short Maturity ETF worth $87.2K as of Q2 2026.
  • Raffa Wealth Management sold 35 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $2.1K.
  • First Trust Enhanced Short Maturity ETF made up 0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Raffa Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2018 and has held it in 18 quarters since.
  • Raffa Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $551K in Q4 2018.
  • 407 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.