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U.S. Capital Wealth Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

U.S. Capital Wealth Advisors’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 		$341K Buy
5,708
+1,410
+33% +$84.6K 0.01% 779
2025
Q4 		$258K Buy
+4,298
New +$258K 0.01% 850
2024
Q1 		– Sell
-4,100
Closed -$245K – 688
2023
Q4 		$245K Sell
4,100
-6,200
-60% -$370K 0.01% 594
2023
Q3 		$612K Sell
10,300
-7,400
-42% -$441K 0.03% 392
2023
Q2 		$1.05M Sell
17,700
-3,250
-16% -$194K 0.05% 318
2023
Q1 		$1.25M Buy
20,950
+20,750
+10,375% +$1.24M 0.06% 271
2022
Q4 		$11.9K Buy
+200
New +$11.9K ﹤0.01% 1237

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
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 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