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

RiverTree 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 Q1	$8.04M	Sell	134,529 -9,596	-7%	-$575K	5.09%	2
2025 Q4	$8.64M	Buy	144,125 +21,187	+17%	+$1.27M	5.51%	2
2025 Q3	$7.37M	Sell	122,938 -49,868	-29%	-$2.99M	4.72%	3
2025 Q2	$10.3M	Sell	172,806 -13,987	-7%	-$838K	6.95%	2
2025 Q1	$11.2M	Sell	186,793 -31,996	-15%	-$1.92M	7.48%	1
2024 Q4	$13.1M	Sell	218,789 -68,070	-24%	-$4.08M	8.59%	1
2024 Q3	$17.2M	Sell	286,859 -991	-0.3%	-$59.4K	11.65%	1
2024 Q2	$17.2M	Sell	287,850 -7,718	-3%	-$461K	11.73%	1
2024 Q1	$17.6M	Buy	295,568 +4,384	+2%	+$262K	11.83%	1
2023 Q4	$17.4M	Buy	291,184 +67,426	+30%	+$4.02M	11.81%	1
2023 Q3	$13.3M	Buy	223,758 +3,883	+2%	+$231K	9.89%	2
2023 Q2	$13.1M	Sell	219,875 -4,702	-2%	-$280K	9.41%	2
2023 Q1	$13.4M	Buy	224,577 +32,236	+17%	+$1.92M	9.62%	2
2022 Q4	$11.4M	Buy	+192,341	New	+$11.4M	9.39%	1

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 $9.2B AUM 23.26% 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

RiverTree Advisors's FTSM Position: Q1 2026 in Review

RiverTree Advisors reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 6.7% in Q1 2026, selling an estimated $575K and leaving 134,529 shares worth $8.04M. The position accounts for 5.09% of the portfolio, ranked #2.

RiverTree Advisors first reported a position in FTSM in Q4 2022 and has held it in 14 quarters since. The position peaked at $17.6M in Q1 2024. 425 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

RiverTree Advisors held 134,529 shares of First Trust Enhanced Short Maturity ETF worth $8.04M as of Q1 2026.
RiverTree Advisors sold 9,596 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $575K.
First Trust Enhanced Short Maturity ETF made up 5.09% of RiverTree Advisors's portfolio in Q1 2026, its #2 holding.
RiverTree Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and has held it in 14 quarters since.
RiverTree Advisors's First Trust Enhanced Short Maturity ETF position peaked at $17.6M in Q1 2024.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on RiverTree Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.