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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

U.S. Capital Wealth Advisors's FTSM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 33% in Q1 2026, buying an estimated $84.6K and bringing the position to 5,708 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #779.

U.S. Capital Wealth Advisors first reported a position in FTSM in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.25M in Q1 2023. 429 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

U.S. Capital Wealth Advisors held 5,708 shares of First Trust Enhanced Short Maturity ETF worth $341K as of Q1 2026.
U.S. Capital Wealth Advisors bought 1,410 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $84.6K.
First Trust Enhanced Short Maturity ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #779 holding.
U.S. Capital Wealth Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and has held it in 7 quarters since.
U.S. Capital Wealth Advisors's First Trust Enhanced Short Maturity ETF position peaked at $1.25M in Q1 2023.
429 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.