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

Spire Wealth 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
2026 Q2	$2.14M	Sell	35,834 -9,839	-22%	-$589K	0.06%	265
2026 Q1	$2.73M	Sell	45,673 -19,201	-30%	-$1.15M	0.09%	201
2025 Q4	$3.89M	Sell	64,874 -1,360	-2%	-$81.6K	0.13%	149
2025 Q3	$3.97M	Sell	66,234 -6,921	-9%	-$415K	0.14%	135
2025 Q2	$4.38M	Sell	73,155 -67,165	-48%	-$4.02M	0.16%	121
2025 Q1	$8.4M	Sell	140,320 -16,528	-11%	-$990K	0.27%	77
2024 Q4	$9.37M	Buy	+156,848	New	+$9.39M	0.29%	77
2022 Q2	–	Sell	-41,203	Closed	-$2.45M	–	2728
2022 Q1	$2.45M	Sell	41,203 -27,148	-40%	-$1.62M	0.07%	240
2021 Q4	$4.09M	Sell	68,351 -1,524	-2%	-$91.2K	0.09%	198
2021 Q3	$4.19M	Buy	69,875 +23,448	+51%	+$1.41M	0.11%	175
2021 Q2	$2.78M	Sell	46,427 -12,488	-21%	-$749K	0.08%	234
2021 Q1	$3.53M	Buy	+58,915	New	+$3.54M	0.09%	196

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

Spire Wealth Management's FTSM Position: Q2 2026 in Review

Spire Wealth Management reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 22% in Q2 2026, selling an estimated $589K and leaving 35,834 shares worth $2.14M. The position accounts for 0.06% of the portfolio, ranked #265.

Spire Wealth Management first reported a position in FTSM in Q1 2021 and has held it in 12 quarters since. The position peaked at $9.37M in Q4 2024. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Spire Wealth Management held 35,834 shares of First Trust Enhanced Short Maturity ETF worth $2.14M as of Q2 2026.
Spire Wealth Management sold 9,839 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $589K.
First Trust Enhanced Short Maturity ETF made up 0.06% of Spire Wealth Management's portfolio in Q2 2026, its #265 holding.
Spire Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2021 and has held it in 12 quarters since.
Spire Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $9.37M in Q4 2024.
421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.