Trustmark National Bank Trust Department’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Trustmark National Bank Trust Department’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	$3.39M	Sell	56,652 -3,741	-6%	-$224K	0.22%	84
2025 Q4	$3.62M	Buy	60,393 +3,312	+6%	+$199K	0.23%	78
2025 Q3	$3.42M	Sell	57,081 -3,378	-6%	-$203K	0.22%	86
2025 Q2	$3.62M	Sell	60,459 -299	-0.5%	-$17.9K	0.25%	85
2025 Q1	$3.64M	Sell	60,758 -434	-0.7%	-$26K	0.27%	75
2024 Q4	$3.66M	Buy	61,192 +361	+0.6%	+$21.6K	0.27%	76
2024 Q3	$3.64M	Sell	60,831 -52	-0.1%	-$3.12K	0.28%	80
2024 Q2	$3.63M	Sell	60,883 -3,046	-5%	-$182K	0.29%	79
2024 Q1	$3.81M	Sell	63,929 -91,939	-59%	-$5.49M	0.31%	77
2023 Q4	$9.3M	Sell	155,868 -5,010	-3%	-$299K	0.85%	25
2023 Q3	$9.56M	Sell	160,878 -2,972	-2%	-$177K	0.94%	23
2023 Q2	$9.73M	Sell	163,850 -1,910	-1%	-$114K	0.9%	25
2023 Q1	$9.86M	Sell	165,760 -15,664	-9%	-$933K	0.9%	25
2022 Q4	$10.8M	Sell	181,424 -49,669	-21%	-$2.95M	0.99%	23
2022 Q3	$13.7M	Sell	231,093 -5,860	-2%	-$348K	1.32%	19
2022 Q2	$14.1M	Buy	236,953 +143,422	+153%	+$8.53M	1.26%	20
2022 Q1	$5.57M	Sell	93,531 -5,860	-6%	-$350K	0.44%	57
2021 Q4	$5.94M	Sell	99,391 -1,757	-2%	-$105K	0.45%	57
2021 Q3	$6.06M	Sell	101,148 -180,508	-64%	-$10.8M	0.49%	52
2021 Q2	$16.9M	Buy	281,656 +20,825	+8%	+$1.25M	1.34%	18
2021 Q1	$15.6M	Buy	260,831 +22,249	+9%	+$1.34M	1.3%	20
2020 Q4	$14.3M	Sell	238,582 -1,794	-0.7%	-$108K	1.3%	19
2020 Q3	$14.4M	Buy	240,376 +26,770	+13%	+$1.61M	1.44%	19
2020 Q2	$12.8M	Buy	+213,606	New	+$12.8M	1.33%	19
2020 Q1	–	Sell	-5,098	Closed	-$306K	–	227
2019 Q4	$306K	Sell	5,098 -332	-6%	-$20K	0.03%	204
2019 Q3	$326K	Buy	5,430 +332	+7%	+$20K	0.03%	189
2019 Q2	$306K	Buy	+5,098	New	+$306K	0.03%	196

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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

Trustmark National Bank Trust Department's FTSM Position: Q1 2026 in Review

Trustmark National Bank Trust Department reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 6.2% in Q1 2026, selling an estimated $224K and leaving 56,652 shares worth $3.39M. The position accounts for 0.22% of the portfolio, ranked #84.

Trustmark National Bank Trust Department first reported a position in FTSM in Q2 2019 and has held it in 27 quarters since. The position peaked at $16.9M in Q2 2021. 427 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

Trustmark National Bank Trust Department held 56,652 shares of First Trust Enhanced Short Maturity ETF worth $3.39M as of Q1 2026.
Trustmark National Bank Trust Department sold 3,741 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $224K.
First Trust Enhanced Short Maturity ETF made up 0.22% of Trustmark National Bank Trust Department's portfolio in Q1 2026, its #84 holding.
Trustmark National Bank Trust Department first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2019 and has held it in 27 quarters since.
Trustmark National Bank Trust Department's First Trust Enhanced Short Maturity ETF position peaked at $16.9M in Q2 2021.
427 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2026, filed 14 May 2026.