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Sowell Financial Services’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Sowell Financial Services’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 		$3.7M Buy
61,933
+50,765
+455% +$3.04M 0.12% 187
2026
Q1 		$668K Sell
11,168
-87
-0.8% -$5.22K 0.02% 551
2025
Q4 		$675K Buy
11,255
+727
+7% +$43.6K 0.02% 558
2025
Q3 		$631K Sell
10,528
-458
-4% -$27.5K 0.02% 570
2025
Q2 		$658K Sell
10,986
-539
-5% -$32.3K 0.03% 540
2025
Q1 		$690K Sell
11,525
-779
-6% -$46.7K 0.03% 504
2024
Q4 		$735K Sell
12,304
-935
-7% -$56K 0.04% 361
2024
Q3 		$796K Sell
13,239
-77,899
-85% -$4.67M 0.04% 379
2024
Q2 		$5.45M Sell
91,138
-6,101
-6% -$364K 0.26% 92
2024
Q1 		$5.82M Buy
97,239
+21,416
+28% +$1.28M 0.27% 93
2023
Q4 		$4.52M Sell
75,823
-29,887
-28% -$1.78M 0.25% 109
2023
Q3 		$6.31M Sell
105,710
-20,803
-16% -$1.24M 0.4% 60
2023
Q2 		$7.53M Buy
126,513
+3,724
+3% +$222K 0.42% 52
2023
Q1 		$7.31M Buy
122,789
+12,877
+12% +$767K 0.56% 29
2022
Q4 		$6.53M Buy
109,912
+6,380
+6% +$379K 0.42% 50
2022
Q3 		$6.15M Buy
+103,532
New +$6.15M 0.62% 30
2022
Q1 		– Sell
-29,329
Closed -$1.75M – 279
2021
Q4 		$1.75M Sell
29,329
-48,937
-63% -$2.93M 0.1% 219
2021
Q3 		$4.69M Buy
78,266
+13,490
+21% +$809K 0.32% 75
2021
Q2 		$3.88M Sell
64,776
-158,733
-71% -$9.52M 0.26% 110
2021
Q1 		$13.4M Sell
223,509
-31,430
-12% -$1.89M 0.47% 48
2020
Q4 		$15.3M Sell
254,939
-43,918
-15% -$2.64M 0.65% 30
2020
Q3 		$17.9M Sell
298,857
-45,488
-13% -$2.73M 0.9% 19
2020
Q2 		$20.7M Sell
344,345
-35,458
-9% -$2.12M 1.14% 16
2020
Q1 		$22.4M Buy
379,803
+155,661
+69% +$9.32M 1.66% 5
2019
Q4 		$13.5M Sell
224,142
-18,796
-8% -$1.13M 1.03% 9
2019
Q3 		$14.6M Buy
+242,938
New +$14.6M 1.21% 7
2019
Q1 		$11.8M Sell
195,962
-5,034
-3% -$302K 1.31% 7
2018
Q4 		$12M Buy
+200,996
New +$12.1M 1.7% 8
2018
Q3 		– Sell
-5,043
Closed -$303K – 391
2018
Q2 		$303K Buy
+5,043
New +$303K 0.06% 224
2017
Q1 		– Sell
-48
Closed -$3K – 370
2016
Q4 		$3K Buy
+48
New +$2.88K ﹤0.01% 564

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sowell Financial Services's FTSM Position: Q2 2026 in Review

Sowell Financial Services increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 455% in Q2 2026, buying an estimated $3.04M and bringing the position to 61,933 shares worth $3.7M. The position accounts for 0.12% of the portfolio, ranked #187.

Sowell Financial Services first reported a position in FTSM in Q4 2016 and has held it in 30 quarters since. The position peaked at $22.4M in Q1 2020. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Sowell Financial Services held 61,933 shares of First Trust Enhanced Short Maturity ETF worth $3.7M as of Q2 2026.
  • Sowell Financial Services bought 50,765 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $3.04M.
  • First Trust Enhanced Short Maturity ETF made up 0.12% of Sowell Financial Services's portfolio in Q2 2026, its #187 holding.
  • Sowell Financial Services first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2016 and has held it in 30 quarters since.
  • Sowell Financial Services's First Trust Enhanced Short Maturity ETF position peaked at $22.4M in Q1 2020.
  • 421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.