SW
FTSM icon

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

SVB Wealth’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
2025
Q2 		– Sell
-2,200
Closed -$132K – 937
2025
Q1 		$132K Buy
+2,200
New +$132K 0.01% 365

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SVB Wealth's FTSM Position: Q2 2025 in Review

SVB Wealth sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2025, closing a stake of 2,200 shares — an estimated $132K sold.

SVB Wealth first reported a position in FTSM in Q1 2025 and held it in 1 quarter. The position peaked at $132K in Q1 2025. 417 funds tracked by Wall St. Rank hold FTSM as of Q2 2025.

  • SVB Wealth reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 2,200 First Trust Enhanced Short Maturity ETF shares in Q2 2025, an estimated $132K.
  • SVB Wealth first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's First Trust Enhanced Short Maturity ETF position peaked at $132K in Q1 2025.
  • 417 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.