James T. Borello RIA’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

James T. Borello RIA’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 Q3	$495K	Buy	8,313 +63	+0.8%	+$3.77K	0.1%	70
2026 Q2	$493K	Sell	8,250 -4,542	-36%	-$272K	0.11%	68
2026 Q1	$765K	Buy	12,792 +430	+3%	+$25.8K	0.19%	54
2025 Q4	$741K	Buy	12,362 +125	+1%	+$7.5K	0.19%	54
2025 Q3	$733K	Buy	12,237 +6,274	+105%	+$376K	0.2%	52
2025 Q2	$357K	Buy	+5,963	New	+$357K	0.1%	65

Other funds holding FTSM

BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

James T. Borello RIA's FTSM Position: Q3 2026 in Review

James T. Borello RIA increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.76% in Q3 2026, buying an estimated $3.77K and bringing the position to 8,313 shares worth $495K. The position accounts for 0.1% of the portfolio, ranked #70.

James T. Borello RIA first reported a position in FTSM in Q2 2025 and has held it in 6 quarters since. The position peaked at $765K in Q1 2026. 99 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

James T. Borello RIA held 8,313 shares of First Trust Enhanced Short Maturity ETF worth $495K as of Q3 2026.
James T. Borello RIA bought 63 First Trust Enhanced Short Maturity ETF shares in Q3 2026, an estimated $3.77K.
First Trust Enhanced Short Maturity ETF made up 0.1% of James T. Borello RIA's portfolio in Q3 2026, its #70 holding.
James T. Borello RIA first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2025 and has held it in 6 quarters since.
James T. Borello RIA's First Trust Enhanced Short Maturity ETF position peaked at $765K in Q1 2026.
99 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.