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Woodmont Investment Counsel’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Woodmont Investment Counsel’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
Q3 		– Sell
-11,807
Closed -$707K – 274
2025
Q2 		$707K Buy
11,807
+1,231
+12% +$73.7K 0.05% 175
2025
Q1 		$633K Buy
10,576
+1,731
+20% +$104K 0.05% 172
2024
Q4 		$529K Buy
+8,845
New +$530K 0.04% 182

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $2.18B AUM 16.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Woodmont Investment Counsel's FTSM Position: Q3 2025 in Review

Woodmont Investment Counsel sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2025, closing a stake of 11,807 shares — an estimated $707K sold.

Woodmont Investment Counsel first reported a position in FTSM in Q4 2024 and held it in 3 quarters. The position peaked at $707K in Q2 2025. 400 funds tracked by Wall St. Rank hold FTSM as of Q3 2025.

  • Woodmont Investment Counsel reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2025 after selling out during the quarter.
  • Woodmont Investment Counsel sold 11,807 First Trust Enhanced Short Maturity ETF shares in Q3 2025, an estimated $707K.
  • Woodmont Investment Counsel first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and held it in 3 quarters.
  • Woodmont Investment Counsel's First Trust Enhanced Short Maturity ETF position peaked at $707K in Q2 2025.
  • 400 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2025.

Based on Woodmont Investment Counsel's 13F filing for Q3 2025, filed 4 Nov 2025.