Simplicity Wealth’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Simplicity Wealth’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 Q1	$7.54M	Sell	126,206 -13,538	-10%	-$812K	0.43%	51
2025 Q4	$8.37M	Sell	139,744 -4,329	-3%	-$260K	0.5%	42
2025 Q3	$8.63M	Sell	144,073 -143,921	-50%	-$8.63M	0.5%	38
2025 Q2	$17.2M	Buy	287,994 +107,737	+60%	+$6.45M	0.72%	25
2025 Q1	$10.8M	Buy	180,257 +173,362	+2,514%	+$10.4M	0.84%	18
2024 Q4	$412K	Sell	6,895 -218,740	-97%	-$13.1M	0.09%	189
2024 Q3	$13.5M	Sell	225,635 -18,122	-7%	-$1.09M	1.25%	13
2024 Q2	$14.5M	Sell	243,757 -28,907	-11%	-$1.73M	0.33%	57
2024 Q1	$16.3M	Sell	272,664 -11,519	-4%	-$688K	0.39%	45
2023 Q4	$17M	Buy	284,183 +8,010	+3%	+$478K	6.56%	2
2023 Q3	$16.4M	Buy	276,173 +18,219	+7%	+$1.09M	9.6%	2
2023 Q2	$15.3M	Sell	257,954 -5,863	-2%	-$349K	9.53%	2
2023 Q1	$15.7M	Buy	263,817 +13,778	+6%	+$821K	10.44%	1
2022 Q4	$14.9M	Buy	+250,039	New	+$14.9M	13.12%	1

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

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 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

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

Simplicity Wealth's FTSM Position: Q1 2026 in Review

Simplicity Wealth reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 9.7% in Q1 2026, selling an estimated $812K and leaving 126,206 shares worth $7.54M. The position accounts for 0.43% of the portfolio, ranked #51.

Simplicity Wealth first reported a position in FTSM in Q4 2022 and has held it in 14 quarters since. The position peaked at $17.2M in Q2 2025. 425 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

Simplicity Wealth held 126,206 shares of First Trust Enhanced Short Maturity ETF worth $7.54M as of Q1 2026.
Simplicity Wealth sold 13,538 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $812K.
First Trust Enhanced Short Maturity ETF made up 0.43% of Simplicity Wealth's portfolio in Q1 2026, its #51 holding.
Simplicity Wealth first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and has held it in 14 quarters since.
Simplicity Wealth's First Trust Enhanced Short Maturity ETF position peaked at $17.2M in Q2 2025.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.