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Toth Financial Advisory’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Toth Financial 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
2025
Q3 		– Sell
-141
Closed -$8.44K – 789
2025
Q2 		$8.44K Buy
+141
New +$8.45K ﹤0.01% 510

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Toth Financial Advisory's FTSM Position: Q3 2025 in Review

Toth Financial Advisory sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2025, closing a stake of 141 shares — an estimated $8.44K sold.

Toth Financial Advisory first reported a position in FTSM in Q2 2025 and held it in 1 quarter. The position peaked at $8.44K in Q2 2025. 399 funds tracked by Wall St. Rank hold FTSM as of Q3 2025.

  • Toth Financial Advisory reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 141 First Trust Enhanced Short Maturity ETF shares in Q3 2025, an estimated $8.44K.
  • Toth Financial Advisory first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2025 and held it in 1 quarter.
  • Toth Financial Advisory's First Trust Enhanced Short Maturity ETF position peaked at $8.44K in Q2 2025.
  • 399 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2025.

Based on Toth Financial Advisory's 13F filing for Q3 2025, filed 9 Oct 2025.