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

Scarborough 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	$1.37M	Sell	22,875 -1,856	-8%	-$111K	0.16%	61
2026 Q1	$1.48M	Sell	24,731 -421	-2%	-$25.2K	0.16%	71
2025 Q4	$1.51M	Sell	25,152 -1,134	-4%	-$68K	0.25%	41
2025 Q3	$1.57M	Buy	26,286 +40	+0.2%	+$2.4K	0.28%	40
2025 Q2	$1.57M	Buy	26,246 +617	+2%	+$37K	0.31%	38
2025 Q1	$1.53M	Sell	25,629 -678	-3%	-$40.6K	0.22%	63
2024 Q4	$1.57M	Sell	26,307 -14,778	-36%	-$885K	0.22%	59
2024 Q3	$2.46M	Buy	41,085 +27	+0.1%	+$1.62K	0.4%	40
2024 Q2	$2.45M	Sell	41,058 -977	-2%	-$58.3K	1.01%	23
2024 Q1	$2.51M	Sell	42,035 -1,072	-2%	-$64.1K	1.16%	22
2023 Q4	$2.57M	Sell	43,107 -7,207	-14%	-$430K	0.53%	40
2023 Q3	$2.99M	Sell	50,314 -1,350	-3%	-$80.4K	0.73%	32
2023 Q2	$3.07M	Buy	51,664 +660	+1%	+$39.3K	0.73%	34
2023 Q1	$3.04M	Buy	51,004 +8,900	+21%	+$530K	0.76%	32
2022 Q4	$2.5M	Sell	42,104 -3,918	-9%	-$233K	0.67%	35
2022 Q3	$2.73M	Buy	46,022 +40,135	+682%	+$2.39M	0.85%	30
2022 Q2	$350K	Sell	5,887 -127	-2%	-$7.56K	0.12%	46
2022 Q1	$358K	Buy	6,014 +5	+0.1%	+$298	0.11%	44
2021 Q4	$359K	Buy	+6,009	New	+$360K	0.12%	45

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

Scarborough Advisors's FTSM Position: Q2 2026 in Review

Scarborough Advisors reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 7.5% in Q2 2026, selling an estimated $111K and leaving 22,875 shares worth $1.37M. The position accounts for 0.16% of the portfolio, ranked #61.

Scarborough Advisors first reported a position in FTSM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.07M in Q2 2023. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Scarborough Advisors held 22,875 shares of First Trust Enhanced Short Maturity ETF worth $1.37M as of Q2 2026.
Scarborough Advisors sold 1,856 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $111K.
First Trust Enhanced Short Maturity ETF made up 0.16% of Scarborough Advisors's portfolio in Q2 2026, its #61 holding.
Scarborough Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2021 and has held it in 19 quarters since.
Scarborough Advisors's First Trust Enhanced Short Maturity ETF position peaked at $3.07M in Q2 2023.
421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.