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

Tortuga 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 		$518K Buy
8,673
+911
+12% +$54.6K 0.49% 48
2025
Q4 		$465K Buy
+7,762
New +$466K 0.49% 49

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

Tortuga Wealth Management's FTSM Position: Q1 2026 in Review

Tortuga Wealth Management increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 12% in Q1 2026, buying an estimated $54.6K and bringing the position to 8,673 shares worth $518K. The position accounts for 0.49% of the portfolio, ranked #48.

Tortuga Wealth Management first reported a position in FTSM in Q4 2025 and has held it in 2 quarters since. 425 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

  • Tortuga Wealth Management held 8,673 shares of First Trust Enhanced Short Maturity ETF worth $518K as of Q1 2026.
  • Tortuga Wealth Management bought 911 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $54.6K.
  • First Trust Enhanced Short Maturity ETF made up 0.49% of Tortuga Wealth Management's portfolio in Q1 2026, its #48 holding.
  • Tortuga Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2025 and has held it in 2 quarters since.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.