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Sunbelt Securities’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Sunbelt Securities’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 		$38.8K Buy
649
+4
+0.6% +$240 ﹤0.01% 1089
2025
Q4 		$38.7K Sell
645
-26
-4% -$1.56K ﹤0.01% 1065
2025
Q3 		$40.2K Sell
671
-3,248
-83% -$195K ﹤0.01% 1062
2025
Q2 		$234K Buy
3,919
+2,149
+121% +$129K 0.02% 551
2025
Q1 		$106K Sell
1,770
-2,146
-55% -$129K 0.01% 720
2024
Q4 		$234K Sell
3,916
-345
-8% -$20.7K 0.02% 552
2024
Q3 		$255K Buy
4,261
+339
+9% +$20.3K 0.03% 529
2024
Q2 		$234K Sell
3,922
-1,000
-20% -$59.7K 0.02% 515
2024
Q1 		$293K Buy
4,922
+5
+0.1% +$299 0.03% 445
2023
Q4 		$293K Sell
4,917
-1,640
-25% -$97.8K 0.04% 411
2023
Q3 		$390K Buy
6,557
+1,059
+19% +$63.1K 0.05% 342
2023
Q2 		$327K Buy
5,498
+582
+12% +$34.7K 0.05% 374
2023
Q1 		$293K Buy
4,916
+1,130
+30% +$67.3K 0.05% 367
2022
Q4 		$225K Buy
+3,786
New +$225K 0.04% 405
2021
Q4 		– Sell
-4,512
Closed -$270K – 482
2021
Q3 		$270K Hold
4,512
– – 0.05% 371
2021
Q2 		$270K Sell
4,512
-2,900
-39% -$174K 0.05% 370
2021
Q1 		$445K Sell
7,412
-512
-6% -$30.7K 0.09% 259
2020
Q4 		$476K Buy
+7,924
New +$476K 0.1% 236

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sunbelt Securities's FTSM Position: Q1 2026 in Review

Sunbelt Securities increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.62% in Q1 2026, buying an estimated $240 and bringing the position to 649 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Sunbelt Securities first reported a position in FTSM in Q4 2020 and has held it in 18 quarters since. The position peaked at $476K in Q4 2020. 425 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

  • Sunbelt Securities held 649 shares of First Trust Enhanced Short Maturity ETF worth $38.8K as of Q1 2026.
  • Sunbelt Securities bought 4 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $240.
  • First Trust Enhanced Short Maturity ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1089 holding.
  • Sunbelt Securities first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2020 and has held it in 18 quarters since.
  • Sunbelt Securities's First Trust Enhanced Short Maturity ETF position peaked at $476K in Q4 2020.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.