Traction Financial Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Traction Financial Partners’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	-3,544	Closed	-$212K	–	75
2025 Q2	$212K	Sell	3,544 -419	-11%	-$25.1K	0.14%	77
2025 Q1	$237K	Sell	3,963 -359	-8%	-$21.5K	0.19%	48
2024 Q4	$258K	Sell	4,322 -9,764	-69%	-$585K	0.2%	50
2024 Q3	$843K	Buy	14,086 +774	+6%	+$46.4K	0.66%	21
2024 Q2	$797K	Sell	13,312 -4,473	-25%	-$267K	0.58%	22
2024 Q1	$1.06M	Sell	17,785 -47,217	-73%	-$2.82M	0.83%	19
2023 Q4	$3.88M	Buy	+65,002	New	+$3.88M	2.6%	11

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Traction Financial Partners's FTSM Position: Q3 2025 in Review

Traction Financial Partners sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2025, closing a stake of 3,544 shares — an estimated $212K sold.

Traction Financial Partners first reported a position in FTSM in Q4 2023 and held it in 7 quarters. The position peaked at $3.88M in Q4 2023. 399 funds tracked by Wall St. Rank hold FTSM as of Q3 2025.

Traction Financial Partners reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2025 after selling out during the quarter.
Traction Financial Partners sold 3,544 First Trust Enhanced Short Maturity ETF shares in Q3 2025, an estimated $212K.
Traction Financial Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2023 and held it in 7 quarters.
Traction Financial Partners's First Trust Enhanced Short Maturity ETF position peaked at $3.88M in Q4 2023.
399 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2025.

Based on Traction Financial Partners's 13F filing for Q3 2025, filed 12 Nov 2025.