TSWM
FTSM icon

Tyler-Stone Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Tyler-Stone 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
2025
Q2 		$917K Hold
15,313
– – 0.15% 127
2025
Q1 		$916K Buy
15,313
+4,700
+44% +$282K 0.16% 116
2024
Q4 		$634K Sell
10,613
-1,400
-12% -$83.9K 0.11% 165
2024
Q3 		$719K Buy
12,013
+4,707
+64% +$282K 0.14% 143
2024
Q2 		$435K Sell
7,306
-1,690
-19% -$101K 0.18% 108
2024
Q1 		$536K Sell
8,996
-5,160
-36% -$308K 0.24% 87
2023
Q4 		$845K Buy
14,156
+12,352
+685% +$736K 0.42% 49
2023
Q3 		$107K Buy
1,804
+22
+1% +$1.31K 0.06% 247
2023
Q2 		$106K Buy
+1,782
New +$106K 0.06% 248
2022
Q4 		$632K Buy
10,631
+17
+0.2% +$1.01K 0.43% 56
2022
Q3 		$630K Buy
10,614
+7
+0.1% +$416 0.48% 50
2022
Q2 		$630K Buy
10,607
+3
+0% +$178 0.42% 57
2022
Q1 		$631K Buy
10,604
+1
+0% +$60 0.35% 64
2021
Q4 		$634K Buy
+10,603
New +$635K 0.34% 63

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Tyler-Stone Wealth Management's FTSM Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its First Trust Enhanced Short Maturity ETF (FTSM) position steady in Q2 2025 at 15,313 shares worth $917K. The position accounts for 0.15% of the portfolio, ranked #127.

Tyler-Stone Wealth Management first reported a position in FTSM in Q4 2021 and has held it in 14 quarters since. 417 funds tracked by Wall St. Rank hold FTSM as of Q2 2025.

  • Tyler-Stone Wealth Management held 15,313 shares of First Trust Enhanced Short Maturity ETF worth $917K as of Q2 2025.
  • Tyler-Stone Wealth Management left its First Trust Enhanced Short Maturity ETF share count unchanged in Q2 2025.
  • First Trust Enhanced Short Maturity ETF made up 0.15% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #127 holding.
  • Tyler-Stone Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2021 and has held it in 14 quarters since.
  • 417 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.