Westside Investment Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Westside Investment 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	$108K	Sell	1,800 -300	-14%	-$18K	0.01%	422
2026 Q1	$126K	Hold	2,100	–	–	0.02%	367
2025 Q4	$126K	Sell	2,100 -200	-9%	-$12K	0.02%	356
2025 Q3	$138K	Hold	2,300	–	–	0.02%	340
2025 Q2	$138K	Hold	2,300	–	–	0.03%	297
2025 Q1	$138K	Sell	2,300 -600	-21%	-$35.9K	0.03%	272
2024 Q4	$173K	Sell	2,900 -1,391	-32%	-$83.3K	0.04%	250
2024 Q3	$257K	Hold	4,291	–	–	0.05%	205
2024 Q2	$256K	Sell	4,291 -130	-3%	-$7.76K	0.06%	202
2024 Q1	$264K	Sell	4,421 -1,000	-18%	-$59.8K	0.06%	201
2023 Q4	$323K	Sell	5,421 -9,579	-64%	-$571K	0.08%	172
2023 Q3	$891K	Sell	15,000 -1,500	-9%	-$89.3K	0.26%	99
2023 Q2	$980K	Buy	+16,500	New	+$983K	0.28%	94

Other funds holding FTSM

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

BDFS Capital Rehoboth Beach, Delaware $230M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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 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

Westside Investment Management's FTSM Position: Q2 2026 in Review

Westside Investment Management reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 14% in Q2 2026, selling an estimated $18K and leaving 1,800 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #422.

Westside Investment Management first reported a position in FTSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $980K in Q2 2023. 177 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Westside Investment Management held 1,800 shares of First Trust Enhanced Short Maturity ETF worth $108K as of Q2 2026.
Westside Investment Management sold 300 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $18K.
First Trust Enhanced Short Maturity ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #422 holding.
Westside Investment Management first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2023 and has held it in 13 quarters since.
Westside Investment Management's First Trust Enhanced Short Maturity ETF position peaked at $980K in Q2 2023.
177 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.