Virtus Wealth Solutions’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Virtus Wealth Solutions’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 Q2	$7.79M	Sell	130,357 -10,567	-7%	-$633K	1.06%	21
2026 Q1	$8.42M	Sell	140,924 -3,051	-2%	-$183K	1.6%	23
2025 Q4	$8.63M	Buy	143,975 +1,008	+0.7%	+$60.5K	1.64%	18
2025 Q3	$8.57M	Sell	142,967 -86	-0.1%	-$5.16K	1.65%	16
2025 Q2	$8.56M	Sell	143,053 -2,283	-2%	-$137K	1.77%	14
2025 Q1	$8.7M	Sell	145,336 -2,431	-2%	-$146K	2.64%	10
2024 Q4	$8.83M	Buy	+147,767	New	+$8.85M	2.08%	12

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Virtus Wealth Solutions's FTSM Position: Q2 2026 in Review

Virtus Wealth Solutions reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 7.5% in Q2 2026, selling an estimated $633K and leaving 130,357 shares worth $7.79M. The position accounts for 1.06% of the portfolio, ranked #21.

Virtus Wealth Solutions first reported a position in FTSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.83M in Q4 2024. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Virtus Wealth Solutions held 130,357 shares of First Trust Enhanced Short Maturity ETF worth $7.79M as of Q2 2026.
Virtus Wealth Solutions sold 10,567 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $633K.
First Trust Enhanced Short Maturity ETF made up 1.06% of Virtus Wealth Solutions's portfolio in Q2 2026, its #21 holding.
Virtus Wealth Solutions first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and has held it in 7 quarters since.
Virtus Wealth Solutions's First Trust Enhanced Short Maturity ETF position peaked at $8.83M in Q4 2024.
421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Virtus Wealth Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.