Root Financial Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Root Financial Partners’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	-1,678	Closed	-$100K	–	1457
2026 Q1	$100K	Sell	1,678 -200	-11%	-$12K	﹤0.01%	558
2025 Q4	$113K	Sell	1,878 -3	-0.2%	-$180	0.01%	428
2025 Q3	$113K	Buy	+1,881	New	+$113K	0.01%	410

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

Root Financial Partners's FTSM Position: Q2 2026 in Review

Root Financial Partners sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2026, closing a stake of 1,678 shares — an estimated $100K sold.

Root Financial Partners first reported a position in FTSM in Q3 2025 and held it in 3 quarters. The position peaked at $113K in Q3 2025. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Root Financial Partners reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1,678 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $100K.
Root Financial Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's First Trust Enhanced Short Maturity ETF position peaked at $113K in Q3 2025.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.