Sebold Capital Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Sebold Capital Management’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 Q2	$3.92M	Sell	65,457 -18,044	-22%	-$1.08M	2.41%	13
2025 Q1	$5M	Sell	83,501 -7,102	-8%	-$425K	3.28%	6
2024 Q4	$5.42M	Sell	90,603 -2,603	-3%	-$156K	3.63%	7
2024 Q3	$5.58M	Sell	93,206 -1,261	-1%	-$75.5K	3.68%	7
2024 Q2	$5.63M	Buy	94,467 +11,096	+13%	+$662K	3.89%	7
2024 Q1	$4.97M	Buy	83,371 +8,295	+11%	+$496K	3.35%	8
2023 Q4	$4.48M	Buy	75,076 +2,125	+3%	+$127K	3.31%	9
2023 Q3	$4.33M	Buy	72,951 +2,516	+4%	+$150K	3.54%	10
2023 Q2	$4.18M	Sell	70,435 -13,793	-16%	-$822K	3.34%	10
2023 Q1	$5.01M	Sell	84,228 -2,947	-3%	-$176K	3.95%	7
2022 Q4	$5.18M	Buy	+87,175	New	+$5.18M	4.25%	6

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sebold Capital Management's FTSM Position: Q2 2025 in Review

Sebold Capital Management reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 22% in Q2 2025, selling an estimated $1.08M and leaving 65,457 shares worth $3.92M. The position accounts for 2.41% of the portfolio, ranked #13.

Sebold Capital Management first reported a position in FTSM in Q4 2022 and has held it in 11 quarters since. The position peaked at $5.63M in Q2 2024. 418 funds tracked by Wall St. Rank hold FTSM as of Q2 2025.

Sebold Capital Management held 65,457 shares of First Trust Enhanced Short Maturity ETF worth $3.92M as of Q2 2025.
Sebold Capital Management sold 18,044 First Trust Enhanced Short Maturity ETF shares in Q2 2025, an estimated $1.08M.
First Trust Enhanced Short Maturity ETF made up 2.41% of Sebold Capital Management's portfolio in Q2 2025, its #13 holding.
Sebold Capital Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and has held it in 11 quarters since.
Sebold Capital Management's First Trust Enhanced Short Maturity ETF position peaked at $5.63M in Q2 2024.
418 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.