SAM
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Secure Asset Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Secure Asset 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 		– Sell
-67,821
Closed -$4.06M – 335
2025
Q1 		$4.06M Sell
67,821
-993
-1% -$59.5K 0.82% 25
2024
Q4 		$4.11M Buy
68,814
+3,219
+5% +$193K 0.62% 32
2024
Q3 		$3.93M Buy
65,595
+2,700
+4% +$162K 0.66% 29
2024
Q2 		$3.75M Sell
62,895
-1,095
-2% -$65.4K 0.71% 25
2024
Q1 		$3.82M Buy
63,990
+8,336
+15% +$498K 0.9% 18
2023
Q4 		$3.32M Sell
55,654
-1,734
-3% -$103K 0.89% 19
2023
Q3 		$3.41M Buy
57,388
+405
+0.7% +$24.1K 1.02% 20
2023
Q2 		$3.39M Buy
+56,983
New +$3.4M 1.03% 18

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return