Strait & Sound Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Strait & Sound 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 Q1	$229K	Sell	3,835 -468	-11%	-$28.1K	0.09%	146
2025 Q4	$258K	Hold	4,303	–	–	0.1%	128
2025 Q3	$258K	Sell	4,303 -208	-5%	-$12.5K	0.1%	129
2025 Q2	$270K	Sell	4,511 -1,244	-22%	-$74.5K	0.11%	124
2025 Q1	$344K	Sell	5,755 -3,259	-36%	-$195K	0.16%	103
2024 Q4	$539K	Sell	9,014 -160	-2%	-$9.58K	0.25%	72
2024 Q3	$549K	Sell	9,174 -4,485	-33%	-$269K	0.27%	69
2024 Q2	$814K	Sell	13,659 -2,424	-15%	-$145K	0.42%	44
2024 Q1	$960K	Sell	16,083 -604	-4%	-$36.1K	0.54%	32
2023 Q4	$998K	Buy	16,687 +44	+0.3%	+$2.62K	0.62%	32
2023 Q3	$989K	Buy	16,643 +375	+2%	+$22.3K	0.85%	26
2023 Q2	$966K	Buy	16,268 +4,216	+35%	+$251K	0.96%	24
2023 Q1	$717K	Sell	12,052 -24,657	-67%	-$1.47M	0.71%	35
2022 Q4	$2.19M	Buy	+36,709	New	+$2.18M	2.39%	10

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 $11.8B AUM 31.86% 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

Strait & Sound Wealth Management's FTSM Position: Q1 2026 in Review

Strait & Sound Wealth Management reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 11% in Q1 2026, selling an estimated $28.1K and leaving 3,835 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #146.

Strait & Sound Wealth Management first reported a position in FTSM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.19M in Q4 2022. 427 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

Strait & Sound Wealth Management held 3,835 shares of First Trust Enhanced Short Maturity ETF worth $229K as of Q1 2026.
Strait & Sound Wealth Management sold 468 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $28.1K.
First Trust Enhanced Short Maturity ETF made up 0.09% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #146 holding.
Strait & Sound Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and has held it in 14 quarters since.
Strait & Sound Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $2.19M in Q4 2022.
427 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.