UCFA
FTSM icon

United Capital Financial Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

United Capital Financial 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 		$349K Sell
5,847
-2,881
-33% -$173K ﹤0.01% 1255
2025
Q4 		$523K Sell
8,728
-1,905
-18% -$114K ﹤0.01% 942
2025
Q3 		$637K Sell
10,633
-3,895
-27% -$234K ﹤0.01% 788
2025
Q2 		$870K Sell
14,528
-4,731
-25% -$283K 0.01% 630
2025
Q1 		$1.15M Sell
19,259
-5,790
-23% -$347K 0.01% 537
2024
Q4 		$1.5M Sell
25,049
-2,507
-9% -$150K 0.01% 477
2024
Q3 		$1.65M Sell
27,556
-6,180
-18% -$370K 0.01% 454
2024
Q2 		$2.01M Sell
33,736
-7,307
-18% -$436K 0.02% 404
2024
Q1 		$2.45M Sell
41,043
-30,961
-43% -$1.85M 0.02% 390
2023
Q4 		$4.3M Sell
72,004
-145,734
-67% -$8.69M 0.04% 311
2023
Q3 		$12.9M Sell
217,738
-49,218
-18% -$2.93M 0.08% 199
2023
Q2 		$15.9M Sell
266,956
-200,638
-43% -$12M 0.09% 186
2023
Q1 		$27.8M Sell
467,594
-206,873
-31% -$12.3M 0.16% 126
2022
Q4 		$40.1M Sell
674,467
-214,395
-24% -$12.7M 0.22% 92
2022
Q3 		$52.7M Sell
888,862
-256,041
-22% -$15.2M 0.31% 70
2022
Q2 		$68M Sell
1,144,903
-148,268
-11% -$8.82M 0.37% 52
2022
Q1 		$77M Sell
1,293,171
-54,061
-4% -$3.23M 0.37% 53
2021
Q4 		$80.6M Sell
1,347,232
-20,167
-1% -$1.21M 0.37% 51
2021
Q3 		$82M Buy
1,367,399
+65,044
+5% +$3.9M 0.41% 48
2021
Q2 		$78.1M Sell
1,302,355
-10,341
-0.8% -$620K 0.39% 50
2021
Q1 		$78.7M Buy
1,312,696
+48,247
+4% +$2.9M 0.44% 47
2020
Q4 		$75.9M Buy
1,264,449
+96,920
+8% +$5.82M 0.46% 44
2020
Q3 		$70.1M Buy
1,167,529
+86,432
+8% +$5.19M 0.46% 45
2020
Q2 		$64.9M Buy
1,081,097
+87,158
+9% +$5.2M 0.47% 46
2020
Q1 		$58.7M Buy
993,939
+50,497
+5% +$3.02M 0.48% 40
2019
Q4 		$56.7M Buy
943,442
+46,306
+5% +$2.78M 0.37% 56
2019
Q3 		$53.9M Sell
897,136
-70,756
-7% -$4.25M 0.38% 53
2019
Q2 		$58.1M Buy
967,892
+69,930
+8% +$4.2M 0.38% 53
2019
Q1 		$53.9M Buy
897,962
+11,850
+1% +$711K 0.38% 55
2018
Q4 		$53M Buy
886,112
+282,384
+47% +$16.9M 0.42% 50
2018
Q3 		$36.2M Buy
603,728
+60,505
+11% +$3.63M 0.25% 89
2018
Q2 		$32.6M Buy
543,223
+150,031
+38% +$9M 0.24% 93
2018
Q1 		$23.6M Buy
393,192
+76,782
+24% +$4.61M 0.18% 130
2017
Q4 		$19M Buy
316,410
+37,393
+13% +$2.24M 0.15% 159
2017
Q3 		$16.7M Buy
+279,017
New +$16.7M 0.14% 167

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

United Capital Financial Advisors's FTSM Position: Q1 2026 in Review

United Capital Financial Advisors reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 33% in Q1 2026, selling an estimated $173K and leaving 5,847 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

United Capital Financial Advisors first reported a position in FTSM in Q3 2017 and has held it in 35 quarters since. The position peaked at $82M in Q3 2021. 424 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

  • United Capital Financial Advisors held 5,847 shares of First Trust Enhanced Short Maturity ETF worth $349K as of Q1 2026.
  • United Capital Financial Advisors sold 2,881 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $173K.
  • First Trust Enhanced Short Maturity ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1255 holding.
  • United Capital Financial Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2017 and has held it in 35 quarters since.
  • United Capital Financial Advisors's First Trust Enhanced Short Maturity ETF position peaked at $82M in Q3 2021.
  • 424 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.