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 Q2	–	Sell	-5,336	Closed	-$319K	–	176
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 $1.89T 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

Richmond Investment Services's FTSM Position: Q2 2026 in Review

Richmond Investment Services sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2026, closing a stake of 5,336 shares — an estimated $319K sold.

Richmond Investment Services first reported a position in FTSM in Q4 2024 and held it in 6 quarters. The position peaked at $1.46M in Q4 2024. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Richmond Investment Services reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2026 after selling out during the quarter.
Richmond Investment Services sold 5,336 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $319K.
Richmond Investment Services first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and held it in 6 quarters.
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 Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.