Western Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Western Wealth Management’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	$24.4M	Buy	409,290 +117,879	+40%	+$7.06M	0.8%	21
2026 Q1	$17.4M	Buy	291,411 +15,570	+6%	+$934K	0.66%	27
2025 Q4	$16.5M	Buy	275,841 +32,904	+14%	+$1.97M	0.76%	24
2025 Q3	$14.6M	Buy	242,937 +13,968	+6%	+$838K	0.77%	23
2025 Q2	$13.7M	Sell	228,969 -72,920	-24%	-$4.37M	0.81%	23
2025 Q1	$18.1M	Buy	301,889 +3,684	+1%	+$221K	1.2%	17
2024 Q4	$17.8M	Buy	298,205 +50,156	+20%	+$3M	0.95%	19
2024 Q3	$14.9M	Sell	248,049 -12,116	-5%	-$726K	0.85%	21
2024 Q2	$15.5M	Buy	260,165 +68,994	+36%	+$4.12M	1.15%	18
2024 Q1	$11.4M	Buy	191,171 +30,134	+19%	+$1.8M	0.89%	21
2023 Q4	$9.61M	Buy	161,037 +37,449	+30%	+$2.23M	0.69%	28
2023 Q3	$7.34M	Buy	123,588 +33,210	+37%	+$1.98M	0.62%	31
2023 Q2	$5.37M	Buy	90,378 +802	+0.9%	+$47.8K	0.46%	38
2023 Q1	$5.33M	Buy	89,576 +42,082	+89%	+$2.51M	0.5%	37
2022 Q4	$2.82M	Sell	47,494 -42,579	-47%	-$2.53M	0.29%	83
2022 Q3	$5.34M	Sell	90,073 -8,278	-8%	-$492K	0.31%	66
2022 Q2	$5.84M	Buy	98,351 +29,628	+43%	+$1.76M	0.34%	66
2022 Q1	$4.09M	Buy	68,723 +28,259	+70%	+$1.69M	0.2%	108
2021 Q4	$2.42M	Buy	+40,464	New	+$2.42M	0.24%	95
2021 Q2	$3.63M	Sell	60,483 -12,946	-18%	-$776K	0.37%	57
2021 Q1	$4.4M	Buy	73,429 +14,075	+24%	+$845K	0.59%	26
2020 Q4	$3.56M	Buy	59,354 +11,148	+23%	+$669K	0.52%	34
2020 Q3	$2.89M	Buy	48,206 +5,809	+14%	+$349K	0.47%	40
2020 Q2	$2.54M	Buy	42,397 +4,345	+11%	+$259K	0.46%	40
2020 Q1	$2.25M	Sell	38,052 -19,669	-34%	-$1.18M	0.52%	38
2019 Q4	$3.47M	Buy	57,721 +7,132	+14%	+$429K	0.53%	41
2019 Q3	$3.04M	Buy	50,589 +8,196	+19%	+$493K	0.63%	27
2019 Q2	$2.55M	Buy	42,393 +14,068	+50%	+$845K	0.33%	63
2019 Q1	$1.7M	Buy	28,325 +2,052	+8%	+$123K	0.38%	61
2018 Q4	$1.57M	Buy	+26,273	New	+$1.58M	0.42%	49

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

Western Wealth Management's FTSM Position: Q2 2026 in Review

Western Wealth Management increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 40% in Q2 2026, buying an estimated $7.06M and bringing the position to 409,290 shares worth $24.4M. The position accounts for 0.8% of the portfolio, ranked #21.

Western Wealth Management first reported a position in FTSM in Q4 2018 and has held it in 30 quarters since. 424 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Western Wealth Management held 409,290 shares of First Trust Enhanced Short Maturity ETF worth $24.4M as of Q2 2026.
Western Wealth Management bought 117,879 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $7.06M.
First Trust Enhanced Short Maturity ETF made up 0.8% of Western Wealth Management's portfolio in Q2 2026, its #21 holding.
Western Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2018 and has held it in 30 quarters since.
424 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.