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Wealthspire Advisors (New York)’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-800
Closed -$47.9K – 1726
2025
Q3 		$47.9K Buy
+800
New +$48K ﹤0.01% 1264

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s FTSM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2025, closing a stake of 800 shares — an estimated $47.9K sold.

Wealthspire Advisors (New York) first reported a position in FTSM in Q3 2025 and held it in 1 quarter. The position peaked at $47.9K in Q3 2025. 402 funds tracked by Wall St. Rank hold FTSM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 800 First Trust Enhanced Short Maturity ETF shares in Q4 2025, an estimated $47.9K.
  • Wealthspire Advisors (New York) first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s First Trust Enhanced Short Maturity ETF position peaked at $47.9K in Q3 2025.
  • 402 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.