Richmond Investment Services’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Richmond Investment Services’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	$319K	Sell	5,336 -33	-0.6%	-$1.98K	0.05%	196
2025 Q4	$322K	Sell	5,369 -2,387	-31%	-$143K	0.06%	178
2025 Q3	$465K	Sell	7,756 -6,598	-46%	-$396K	0.09%	144
2025 Q2	$859K	Buy	14,354 +51	+0.4%	+$3.06K	0.18%	77
2025 Q1	$856K	Sell	14,303 -10,143	-41%	-$608K	0.47%	41
2024 Q4	$1.46M	Buy	+24,446	New	+$1.46M	0.82%	27

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Richmond Investment Services's FTSM Position: Q1 2026 in Review

Richmond Investment Services reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.61% in Q1 2026, selling an estimated $1.98K and leaving 5,336 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #196.

Richmond Investment Services first reported a position in FTSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.46M in Q4 2024. 425 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

Richmond Investment Services held 5,336 shares of First Trust Enhanced Short Maturity ETF worth $319K as of Q1 2026.
Richmond Investment Services sold 33 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $1.98K.
First Trust Enhanced Short Maturity ETF made up 0.05% of Richmond Investment Services's portfolio in Q1 2026, its #196 holding.
Richmond Investment Services first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and has held it in 6 quarters since.
Richmond Investment Services's First Trust Enhanced Short Maturity ETF position peaked at $1.46M in Q4 2024.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.