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United Capital Management of KS’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

United Capital Management of KS’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 		– Sell
-10,156
Closed -$608K – 111
2025
Q1 		$608K Buy
10,156
+1,270
+14% +$76.1K 0.13% 63
2024
Q4 		$531K Buy
8,886
+1,023
+13% +$61.3K 0.1% 68
2024
Q3 		$471K Buy
7,863
+61
+0.8% +$3.65K 0.1% 68
2024
Q2 		$465K Buy
7,802
+387
+5% +$23.1K 0.1% 64
2024
Q1 		$442K Buy
7,415
+908
+14% +$54.3K 0.1% 67
2023
Q4 		$388K Sell
6,507
-478
-7% -$28.5K 0.12% 67
2023
Q3 		$415K Sell
6,985
-595
-8% -$35.4K 0.14% 64
2023
Q2 		$450K Buy
7,580
+326
+4% +$19.4K 0.14% 66
2023
Q1 		$432K Buy
7,254
+1,674
+30% +$99.7K 0.16% 65
2022
Q4 		$332K Sell
5,580
-3,174
-36% -$189K 0.14% 72
2022
Q3 		$519K Buy
8,754
+238
+3% +$14.1K 0.24% 65
2022
Q2 		$506K Sell
8,516
-1,861
-18% -$111K 0.24% 65
2022
Q1 		$618K Buy
10,377
+79
+0.8% +$4.71K 0.24% 66
2021
Q4 		$616K Buy
10,298
+989
+11% +$59.2K 0.23% 71
2021
Q3 		$558K Buy
9,309
+4,833
+108% +$290K 0.23% 69
2021
Q2 		$268K Buy
4,476
+731
+20% +$43.8K 0.11% 88
2021
Q1 		$225K Buy
3,745
+360
+11% +$21.6K 0.1% 86
2020
Q4 		$203K Hold
3,385
– – 0.09% 88
2020
Q3 		$203K Hold
3,385
– – 0.11% 85
2020
Q2 		$203K Buy
+3,385
New +$202K 0.12% 82
2020
Q1 		– Sell
-7,302
Closed -$439K – 86
2019
Q4 		$439K Sell
7,302
-2,912
-29% -$175K 0.28% 80
2019
Q3 		$614K Sell
10,214
-1,767
-15% -$106K 0.45% 68
2019
Q2 		$719K Sell
11,981
-8,155
-40% -$490K 0.54% 59
2019
Q1 		$1.21M Buy
20,136
+2,988
+17% +$179K 0.95% 38
2018
Q4 		$1.03M Buy
+17,148
New +$1.03M 0.95% 38

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 $445B AUM 25.58% 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 $2.47B AUM 24.93% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

United Capital Management of KS's FTSM Position: Q2 2025 in Review

United Capital Management of KS sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2025, closing a stake of 10,156 shares — an estimated $608K sold.

United Capital Management of KS first reported a position in FTSM in Q4 2018 and held it in 25 quarters. The position peaked at $1.21M in Q1 2019. 418 funds tracked by Wall St. Rank hold FTSM as of Q2 2025.

  • United Capital Management of KS reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2025 after selling out during the quarter.
  • United Capital Management of KS sold 10,156 First Trust Enhanced Short Maturity ETF shares in Q2 2025, an estimated $608K.
  • United Capital Management of KS first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2018 and held it in 25 quarters.
  • United Capital Management of KS's First Trust Enhanced Short Maturity ETF position peaked at $1.21M in Q1 2019.
  • 418 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2025.

Based on United Capital Management of KS's 13F filing for Q2 2025, filed 1 Aug 2025.