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RAFFA WEALTH MANAGEMENT, LLC’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$87.2K Sell
1,460
-35
-2% -$2.1K 0.01% 136
2026
Q1 		$89.4K Hold
1,495
– – 0.01% 118
2025
Q4 		$89.6K Hold
1,495
– – 0.01% 122
2025
Q3 		$89.6K Sell
1,495
-42
-3% -$2.52K 0.02% 119
2025
Q2 		$92K Sell
1,537
-644
-30% -$38.6K 0.02% 131
2025
Q1 		$131K Sell
2,181
-100
-4% -$5.99K 0.03% 99
2024
Q4 		$136K Hold
2,281
– – 0.03% 96
2024
Q3 		$137K Hold
2,281
– – 0.03% 93
2024
Q2 		$136K Buy
2,281
+299
+15% +$17.9K 0.04% 114
2024
Q1 		$118K Buy
1,982
+1,139
+135% +$68.1K 0.04% 126
2023
Q4 		$50.3K Sell
843
-43
-5% -$2.56K 0.02% 133
2023
Q3 		$52.6K Sell
886
-10
-1% -$596 0.02% 125
2023
Q2 		$53.2K Sell
896
-902
-50% -$53.8K 0.02% 128
2023
Q1 		$107K Hold
1,798
– – 0.04% 94
2022
Q4 		$107K Buy
1,798
+376
+26% +$22.3K 0.04% 80
2022
Q3 		$84.4K Buy
+1,422
New +$84.5K 0.04% 99
2019
Q1 		– Sell
-9,212
Closed -$551K – 729
2018
Q4 		$551K Buy
9,212
+54
+0.6% +$3.24K 0.21% 35
2018
Q3 		$550K Buy
+9,158
New +$550K 0.19% 42

Other funds holding FTSM

BC
BDFS Capital Rehoboth Beach, Delaware $230M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
GCWM
Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's FTSM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 2.3% in Q2 2026, selling an estimated $2.1K and leaving 1,460 shares worth $87.2K. The position accounts for 0.01% of the portfolio, ranked #136.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FTSM in Q3 2018 and has held it in 18 quarters since. The position peaked at $551K in Q4 2018. 157 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1,460 shares of First Trust Enhanced Short Maturity ETF worth $87.2K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 35 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $2.1K.
  • First Trust Enhanced Short Maturity ETF made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #136 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2018 and has held it in 18 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's First Trust Enhanced Short Maturity ETF position peaked at $551K in Q4 2018.
  • 157 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.