RiverTree Advisors
FTSM icon

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
Q3 		$5.89M Buy
99,012
+19,067
+24% +$1.14M 3.51% 11
2026
Q2 		$4.78M Sell
79,945
-54,584
-41% -$3.27M 2.82% 14
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

BDFS Capital
BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Guided Capital Wealth Management
Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

RiverTree Advisors's FTSM Position: Q3 2026 in Review

RiverTree Advisors increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 24% in Q3 2026, buying an estimated $1.14M and bringing the position to 99,012 shares worth $5.89M. The position accounts for 3.51% of the portfolio, ranked #11.

RiverTree Advisors first reported a position in FTSM in Q4 2022 and has held it in 16 quarters since. The position peaked at $17.6M in Q1 2024. 91 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

  • RiverTree Advisors held 99,012 shares of First Trust Enhanced Short Maturity ETF worth $5.89M as of Q3 2026.
  • RiverTree Advisors bought 19,067 First Trust Enhanced Short Maturity ETF shares in Q3 2026, an estimated $1.14M.
  • First Trust Enhanced Short Maturity ETF made up 3.51% of RiverTree Advisors's portfolio in Q3 2026, its #11 holding.
  • RiverTree Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and has held it in 16 quarters since.
  • RiverTree Advisors's First Trust Enhanced Short Maturity ETF position peaked at $17.6M in Q1 2024.
  • 91 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on RiverTree Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.