Truist Financial
FTSM icon

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

Truist Financial’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
Q3 		$35.8M Buy
602,217
+11,625
+2% +$695K 0.04% 314
2026
Q2 		$35.3M Buy
590,592
+34,130
+6% +$2.04M 0.04% 316
2026
Q1 		$33.3M Sell
556,462
-16,032
-3% -$961K 0.04% 309
2025
Q4 		$34.3M Buy
572,494
+7,680
+1% +$461K 0.05% 301
2025
Q3 		$33.8M Buy
564,814
+27,997
+5% +$1.68M 0.05% 301
2025
Q2 		$32.1M Buy
536,817
+16,530
+3% +$990K 0.05% 300
2025
Q1 		$31.1M Buy
520,287
+2,915
+0.6% +$175K 0.05% 298
2024
Q4 		$30.9M Buy
517,372
+209,257
+68% +$12.5M 0.05% 305
2024
Q3 		$18.4M Sell
308,115
-4,981
-2% -$298K 0.03% 422
2024
Q2 		$18.7M Buy
313,096
+52,501
+20% +$3.13M 0.03% 425
2024
Q1 		$15.5M Sell
260,595
-3,176
-1% -$190K 0.02% 492
2023
Q4 		$15.7M Sell
263,771
-7,846
-3% -$468K 0.03% 472
2023
Q3 		$16.1M Sell
271,617
-10,900
-4% -$649K 0.03% 445
2023
Q2 		$16.8M Sell
282,517
-70,098
-20% -$4.18M 0.03% 436
2023
Q1 		$21M Sell
352,615
-144,909
-29% -$8.63M 0.04% 367
2022
Q4 		$29.6M Buy
497,524
+23,483
+5% +$1.4M 0.05% 310
2022
Q3 		$28.1M Buy
474,041
+65,334
+16% +$3.88M 0.05% 302
2022
Q2 		$24.3M Buy
408,707
+177,257
+77% +$10.5M 0.04% 332
2022
Q1 		$13.8M Buy
231,450
+160,448
+226% +$9.6M 0.02% 539
2021
Q4 		$4.25M Sell
71,002
-16,492
-19% -$987K 0.01% 947
2021
Q3 		$5.24M Sell
87,494
-55,973
-39% -$3.36M 0.01% 862
2021
Q2 		$8.6M Buy
143,467
+3,229
+2% +$194K 0.01% 685
2021
Q1 		$8.41M Buy
140,238
+16,072
+13% +$965K 0.01% 656
2020
Q4 		$7.46M Buy
124,166
+6,601
+6% +$396K 0.01% 683
2020
Q3 		$7.06M Sell
117,565
-143,730
-55% -$8.63M 0.02% 653
2020
Q2 		$15.7M Buy
261,295
+129,660
+98% +$7.74M 0.04% 416
2020
Q1 		$7.77M Sell
131,635
-220,774
-63% -$13.2M 0.02% 565
2019
Q4 		$21.2M Buy
+352,409
New +$21.2M 0.04% 404

Other funds holding FTSM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
BDFS Capital
BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return
Hansen & Associates Financial Group
Hansen & Associates Financial Group Roseville, California $175M AUM 8.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial's FTSM Position: Q3 2026 in Review

Truist Financial increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 2% in Q3 2026, buying an estimated $695K and bringing the position to 602,217 shares worth $35.8M. The position accounts for 0.04% of the portfolio, ranked #314.

Truist Financial first reported a position in FTSM in Q4 2019 and has held it in 28 quarters since. 328 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

  • Truist Financial held 602,217 shares of First Trust Enhanced Short Maturity ETF worth $35.8M as of Q3 2026.
  • Truist Financial bought 11,625 First Trust Enhanced Short Maturity ETF shares in Q3 2026, an estimated $695K.
  • First Trust Enhanced Short Maturity ETF made up 0.04% of Truist Financial's portfolio in Q3 2026, its #314 holding.
  • Truist Financial first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2019 and has held it in 28 quarters since.
  • 328 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.