Southland Equity Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Southland Equity Partners’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	$233K	Buy	3,907 +113	+3%	+$6.76K	0.04%	279
2026 Q1	$227K	Sell	3,794 -47	-1%	-$2.82K	0.04%	244
2025 Q4	$230K	Buy	3,841 +71	+2%	+$4.26K	0.05%	234
2025 Q3	$226K	Sell	3,770 -782	-17%	-$46.9K	0.05%	222
2025 Q2	$273K	Buy	4,552 +295	+7%	+$17.7K	0.06%	190
2025 Q1	$255K	Sell	4,257 -181	-4%	-$10.8K	0.06%	194
2024 Q4	$265K	Sell	4,438 -261	-6%	-$15.6K	0.06%	182
2024 Q3	$281K	Sell	4,699 -222	-5%	-$13.3K	0.07%	177
2024 Q2	$293K	Sell	4,921 -307	-6%	-$18.3K	0.08%	158
2024 Q1	$312K	Sell	5,228 -187	-3%	-$11.2K	0.09%	152
2023 Q4	$323K	Sell	5,415 -121	-2%	-$7.21K	0.1%	136
2023 Q3	$329K	Sell	5,536 -300	-5%	-$17.9K	0.11%	123
2023 Q2	$347K	Sell	5,836 -157	-3%	-$9.36K	0.12%	116
2023 Q1	$357K	Sell	5,993 -119	-2%	-$7.09K	0.14%	107
2022 Q4	$363K	Sell	6,112 -3,697	-38%	-$220K	0.14%	103
2022 Q3	$582K	Sell	9,809 -189	-2%	-$11.2K	0.29%	59
2022 Q2	$594K	Buy	9,998 +185	+2%	+$11K	0.27%	65
2022 Q1	$584K	Sell	9,813 -213	-2%	-$12.7K	0.24%	71
2021 Q4	$600K	Sell	10,026 -272	-3%	-$16.3K	0.25%	75
2021 Q3	$617K	Sell	10,298 -55	-0.5%	-$3.3K	0.28%	66
2021 Q2	$621K	Sell	10,353 -121	-1%	-$7.26K	0.29%	67
2021 Q1	$628K	Buy	10,474 +20	+0.2%	+$1.2K	0.36%	56
2020 Q4	$628K	Buy	+10,454	New	+$628K	0.42%	51

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

Southland Equity Partners's FTSM Position: Q2 2026 in Review

Southland Equity Partners increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 3% in Q2 2026, buying an estimated $6.76K and bringing the position to 3,907 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #279.

Southland Equity Partners first reported a position in FTSM in Q4 2020 and has held it in 23 quarters since. The position peaked at $628K in Q1 2021. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Southland Equity Partners held 3,907 shares of First Trust Enhanced Short Maturity ETF worth $233K as of Q2 2026.
Southland Equity Partners bought 113 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $6.76K.
First Trust Enhanced Short Maturity ETF made up 0.04% of Southland Equity Partners's portfolio in Q2 2026, its #279 holding.
Southland Equity Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2020 and has held it in 23 quarters since.
Southland Equity Partners's First Trust Enhanced Short Maturity ETF position peaked at $628K in Q1 2021.
421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.