SCA
FTSM icon

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

Sage Capital 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
Q2 		$577K Buy
9,653
+99
+1% +$5.93K 0.12% 99
2026
Q1 		$571K Sell
9,554
-3,271
-26% -$196K 0.13% 87
2025
Q4 		$769K Buy
12,825
+129
+1% +$7.74K 0.18% 80
2025
Q3 		$761K Buy
12,696
+101
+0.8% +$6.06K 0.18% 78
2025
Q2 		$754K Buy
12,595
+102
+0.8% +$6.11K 0.19% 79
2025
Q1 		$748K Sell
12,493
-1,241
-9% -$74.3K 0.2% 76
2024
Q4 		$821K Sell
13,734
-749
-5% -$44.9K 0.21% 72
2024
Q3 		$867K Buy
14,483
+115
+0.8% +$6.89K 0.23% 72
2024
Q2 		$856K Sell
14,368
-734
-5% -$43.8K 0.25% 68
2024
Q1 		$900K Buy
15,102
+114
+0.8% +$6.81K 0.26% 66
2023
Q4 		$894K Buy
14,988
+111
+0.7% +$6.62K 0.29% 61
2023
Q3 		$884K Buy
14,877
+107
+0.7% +$6.37K 0.32% 56
2023
Q2 		$878K Buy
14,770
+37
+0.3% +$2.21K 0.31% 58
2023
Q1 		$877K Buy
14,733
+6,685
+83% +$398K 0.33% 56
2022
Q4 		$478K Sell
8,048
-1,701
-17% -$101K 0.21% 72
2022
Q3 		$578K Sell
9,749
-1,684
-15% -$100K 0.29% 59
2022
Q2 		$679K Buy
11,433
+5
+0% +$297 0.32% 51
2022
Q1 		$680K Buy
11,428
+5
+0% +$298 0.28% 57
2021
Q4 		$683K Sell
11,423
-842
-7% -$50.4K 0.26% 60
2021
Q3 		$735K Sell
12,265
-417
-3% -$25K 0.31% 56
2021
Q2 		$760K Sell
12,682
-840
-6% -$50.4K 0.31% 59
2021
Q1 		$811K Buy
13,522
+1,924
+17% +$115K 0.36% 54
2020
Q4 		$696K Buy
11,598
+3,201
+38% +$192K 0.34% 54
2020
Q3 		$504K Buy
8,397
+839
+11% +$50.4K 0.31% 55
2020
Q2 		$453K Buy
+7,558
New +$451K 0.29% 58
2020
Q1 		– Sell
-3,333
Closed -$200K – 107
2019
Q4 		$200K Buy
+3,333
New +$200K 0.13% 94

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sage Capital Advisors's FTSM Position: Q2 2026 in Review

Sage Capital Advisors increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 1% in Q2 2026, buying an estimated $5.93K and bringing the position to 9,653 shares worth $577K. The position accounts for 0.12% of the portfolio, ranked #99.

Sage Capital Advisors first reported a position in FTSM in Q4 2019 and has held it in 26 quarters since. The position peaked at $900K in Q1 2024. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Sage Capital Advisors held 9,653 shares of First Trust Enhanced Short Maturity ETF worth $577K as of Q2 2026.
  • Sage Capital Advisors bought 99 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $5.93K.
  • First Trust Enhanced Short Maturity ETF made up 0.12% of Sage Capital Advisors's portfolio in Q2 2026, its #99 holding.
  • Sage Capital Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2019 and has held it in 26 quarters since.
  • Sage Capital Advisors's First Trust Enhanced Short Maturity ETF position peaked at $900K in Q1 2024.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.