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	0.81%	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 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Secure Asset Management's FTSM Position: Q2 2025 in Review

Secure Asset Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2025, closing a stake of 67,821 shares — an estimated $4.06M sold.

Secure Asset Management first reported a position in FTSM in Q2 2023 and held it in 8 quarters. The position peaked at $4.11M in Q4 2024. 418 funds tracked by Wall St. Rank hold FTSM as of Q2 2025.

Secure Asset Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2025 after selling out during the quarter.
Secure Asset Management sold 67,821 First Trust Enhanced Short Maturity ETF shares in Q2 2025, an estimated $4.06M.
Secure Asset Management first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2023 and held it in 8 quarters.
Secure Asset Management's First Trust Enhanced Short Maturity ETF position peaked at $4.11M in Q4 2024.
418 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2025.

Based on Secure Asset Management's 13F filing for Q2 2025, filed 10 Jul 2025.