Salomon & Ludwin’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Salomon & Ludwin’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
2025 Q3	–	Sell	-1,000	Closed	-$59.9K	–	2153
2025 Q2	$59.9K	Hold	1,000	–	–	0.01%	246
2025 Q1	$59.8K	Buy	+1,000	New	+$59.9K	0.01%	230
2024 Q1	–	Sell	-9,162	Closed	-$544K	–	862
2023 Q4	$544K	Hold	9,162	–	–	0.06%	110
2023 Q3	$544K	Buy	+9,162	New	+$546K	0.06%	110

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Salomon & Ludwin's FTSM Position: Q3 2025 in Review

Salomon & Ludwin sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2025, closing a stake of 1,000 shares — an estimated $59.9K sold.

Salomon & Ludwin first reported a position in FTSM in Q3 2023 and held it in 4 quarters. The position peaked at $544K in Q4 2023. 400 funds tracked by Wall St. Rank hold FTSM as of Q3 2025.

Salomon & Ludwin reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2025 after selling out during the quarter.
Salomon & Ludwin sold 1,000 First Trust Enhanced Short Maturity ETF shares in Q3 2025, an estimated $59.9K.
Salomon & Ludwin first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2023 and held it in 4 quarters.
Salomon & Ludwin's First Trust Enhanced Short Maturity ETF position peaked at $544K in Q4 2023.
400 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2025.

Based on Salomon & Ludwin's 13F filing for Q3 2025, filed 21 Oct 2025.