Wisconsin Wealth Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Wisconsin Wealth Advisors’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	$1.6M	Buy	26,849 +39	+0.1%	+$2.33K	1.37%	25
2026 Q1	$1.6M	Buy	26,810 +1,409	+6%	+$84.5K	1.58%	24
2025 Q4	$1.52M	Buy	25,401 +7,934	+45%	+$476K	1.49%	25
2025 Q3	$1.05M	Sell	17,467 -3,820	-18%	-$229K	1%	34
2025 Q2	$1.27M	Buy	21,287 +950	+5%	+$56.9K	1.46%	21
2025 Q1	$1.22M	Buy	20,337 +2,772	+16%	+$166K	1.75%	18
2024 Q4	$1.05M	Buy	+17,565	New	+$1.05M	1.55%	22

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

Wisconsin Wealth Advisors's FTSM Position: Q2 2026 in Review

Wisconsin Wealth Advisors increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.15% in Q2 2026, buying an estimated $2.33K and bringing the position to 26,849 shares worth $1.6M. The position accounts for 1.37% of the portfolio, ranked #25.

Wisconsin Wealth Advisors first reported a position in FTSM in Q4 2024 and has held it in 7 quarters since. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Wisconsin Wealth Advisors held 26,849 shares of First Trust Enhanced Short Maturity ETF worth $1.6M as of Q2 2026.
Wisconsin Wealth Advisors bought 39 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $2.33K.
First Trust Enhanced Short Maturity ETF made up 1.37% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Wisconsin Wealth Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and has held it in 7 quarters since.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.