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Steward Partners Investment Advisory’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Steward Partners Investment Advisory’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 		$16.1M Sell
269,758
-243,941
-47% -$14.6M 0.08% 237
2026
Q1 		$30.7M Buy
513,699
+30,314
+6% +$1.82M 0.16% 119
2025
Q4 		$29M Buy
483,385
+29,284
+6% +$1.76M 0.16% 120
2025
Q3 		$27.2M Buy
454,101
+60,225
+15% +$3.61M 0.16% 121
2025
Q2 		$23.6M Buy
393,876
+204,583
+108% +$12.3M 0.18% 108
2025
Q1 		$11.3M Sell
189,293
-15,517
-8% -$929K 0.1% 204
2024
Q4 		$12.2M Sell
204,810
-31,335
-13% -$1.88M 0.11% 183
2024
Q3 		$14.1M Sell
236,145
-113,689
-32% -$6.81M 0.13% 165
2024
Q2 		$20.9M Buy
349,834
+10,769
+3% +$643K 0.22% 94
2024
Q1 		$20.2M Sell
339,065
-20,552
-6% -$1.23M 0.22% 89
2023
Q4 		$21.5M Sell
359,617
-38,522
-10% -$2.3M 0.29% 68
2023
Q3 		$23.7M Sell
398,139
-171,184
-30% -$10.2M 0.36% 57
2023
Q2 		$33.8M Sell
569,323
-18,321
-3% -$1.09M 0.51% 36
2023
Q1 		$35M Buy
587,644
+3,518
+0.6% +$210K 0.56% 30
2022
Q4 		$34.7M Buy
584,126
+39,151
+7% +$2.33M 0.59% 26
2022
Q3 		$32.3M Buy
544,975
+20,044
+4% +$1.19M 0.6% 23
2022
Q2 		$31.2M Buy
524,931
+18,149
+4% +$1.08M 0.57% 26
2022
Q1 		$30.2M Buy
506,782
+118,288
+30% +$7.06M 0.47% 38
2021
Q4 		$23.2M Buy
388,494
+159,286
+69% +$9.54M 0.35% 57
2021
Q3 		$13.7M Buy
229,208
+24,053
+12% +$1.44M 0.24% 93
2021
Q2 		$12.3M Buy
205,155
+71,018
+53% +$4.26M 0.21% 110
2021
Q1 		$8.04M Buy
134,137
+15,491
+13% +$930K 0.14% 161
2020
Q4 		$7.12M Buy
118,646
+10,149
+9% +$609K 0.15% 147
2020
Q3 		$6.51M Buy
108,497
+11,151
+11% +$670K 0.16% 140
2020
Q2 		$5.84M Buy
97,346
+16,956
+21% +$1.01M 0.17% 147
2020
Q1 		$4.75M Sell
80,390
-39,031
-33% -$2.34M 0.17% 145
2019
Q4 		$7.18M Buy
119,421
+29,631
+33% +$1.78M 0.21% 112
2019
Q3 		$5.39M Sell
89,790
-139,265
-61% -$8.37M 0.18% 129
2019
Q2 		$13.8M Buy
229,055
+1,368
+0.6% +$82.2K 0.5% 47
2019
Q1 		$13.7M Buy
227,687
+87,695
+63% +$5.26M 0.58% 41
2018
Q4 		$8.38M Buy
139,992
+42,433
+43% +$2.54M 0.41% 61
2018
Q3 		$5.86M Buy
97,559
+10,215
+12% +$613K 0.28% 88
2018
Q2 		$5.24M Buy
87,344
+28,534
+49% +$1.71M 0.31% 76
2018
Q1 		$3.53M Buy
58,810
+53,730
+1,058% +$3.22M 0.24% 97
2017
Q4 		$304K Buy
5,080
+3,169
+166% +$190K 0.02% 450
2017
Q3 		$114K Buy
1,911
+811
+74% +$48.7K 0.01% 521
2017
Q2 		$65K Buy
1,100
+250
+29% +$15K 0.01% 561
2017
Q1 		$50K Buy
+850
New +$51K 0.01% 548

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

Steward Partners Investment Advisory's FTSM Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 47% in Q2 2026, selling an estimated $14.6M and leaving 269,758 shares worth $16.1M. The position accounts for 0.08% of the portfolio, ranked #237.

Steward Partners Investment Advisory first reported a position in FTSM in Q1 2017 and has held it in 38 quarters since. The position peaked at $35M in Q1 2023. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Steward Partners Investment Advisory held 269,758 shares of First Trust Enhanced Short Maturity ETF worth $16.1M as of Q2 2026.
  • Steward Partners Investment Advisory sold 243,941 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $14.6M.
  • First Trust Enhanced Short Maturity ETF made up 0.08% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #237 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2017 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's First Trust Enhanced Short Maturity ETF position peaked at $35M in Q1 2023.
  • 421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.