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FTSM
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Uptick Partners Adds to Its S&P 500 Bet, Buying $3.2 Million Worth of STRV
What happened According to a recent SEC filing, Uptick Partners, LLC bought 72,967 additional shares of Strive 500 ETF(NYSE:STRV) during the first quarter of 2026. The estimated transaction value was $3.2 million, calculated using the quar…
Why Shelton Wealth Management Sold Its $8.61 Million IBTG Stake
Key Points Shelton Wealth Management exited 376,011 shares of IBTG; estimated trade value was $8.61 million based on quarterly average pricing. The quarter-end value shift for the position was $8.60 million, reflecting both trading and pri…
Second Line Capital Buys $6.8 Million in First Trust Enhanced Short Maturity ETF
What happened According to a recent SEC filing dated February 17, 2026, Second Line Capital, LLC increased its position in First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM) by 113,340 shares. The fund's position value at quarter-end ro…
Flaharty Buys $15 Million of First Trust Enhanced Short Maturity ETF
Key Points Flaherty acquired 247,122 shares of FTSM in the fourth quarter. The firm's quarter-end position value increased by $14.8 million due to the purchase. The position represents a 1.8% change in fund 13F assets under management (AUM…
Flaharty Buys $15 Million of First Trust Enhanced Short Maturity ETF
On February 6, 2026, Flaharty Asset Management, LLC disclosed a new position in First Trust Enhanced Short Maturity ETF(NASDAQ:FTSM) , where it bought 247,122 shares in the fourth quarter. What happened According to a SEC filing dated Febr…
FSC Wealth Advisors Sells $6 Million of First Trust Enhanced Short Maturity ETF
On Jan. 22, 2026, FSC Wealth Advisors, LLC disclosed in an SEC filing that it sold 99,329 shares of First Trust Enhanced Short Maturity ETF(NASDAQ:FTSM), an estimated $5.96 million trade based on quarterly average pricing. What happened Ac…
What One $6 Million Exit Signals About Cash-Like ETFs for Long-Term Investors
On January 28, TKG Advisors reported selling out its position in the First Trust Enhanced Short Maturity ETF(NASDAQ:FTSM), with an estimated transaction value of $5.78 million based on quarterly average pricing. What happened According to…
What This $21.6 Million Bet on Short-Term Loans Signals for Investors
Key Points Kaydan Wealth Management, Inc. increased its holdings by 360,223 shares of FTSM; the estimated transaction value was $21.61 million based on quarterly average pricing. This trade represented a 6.3% change in 13F reportable asset…
A $24 Million Bond ETF Stake Shows Where One Portfolio Is Hiding From Volatility
Key Points Texas-based Coppell Advisory Solutions added 103,077 FTSM shares in the third quarter. The overall value of the position jumped by about $6.21 million from the previous period. As of September 30, Coppell reported owning 402,044…
Why This $83 Million Exit Signals a Shift as Short-Term Bond ETF Loses 8.6% Allocation
Key Points Florida-based Bramshill Investments sold 1.38 million FTSM shares in the third quarter. The overall value of the position was about $82.60 million. The move marked a full exit from FTSM, which previously represented 8.64% of fun…
Why This $83 Million Exit Signals a Shift as Short-Term Bond ETF Loses 8.6% Allocation
Key Points Florida-based Bramshill Investments sold 1.38 million FTSM shares in the third quarter. The overall value of the position was about $82.60 million. The move marked a full exit from FTSM, which previously represented 8.64% of fun…
IFP Advisors Sells Off 395,000 First Trust Enhanced Short Maturity ETF (FTSM) Shares Worth $23.7 Million
Key Points Sold 395,379 shares, with an estimated $23.66 million net position decrease Represents a trade of approximately 0.6116% of fund AUM Post-trade stake: 361,611 shares valued at $21.66 million Position now 0.56% of fund AUM, which…
IFP Advisors Sells Off 395,000 First Trust Enhanced Short Maturity ETF (FTSM) Shares Worth $23.7 Million
Key Points Sold 395,379 shares, with an estimated $23.66 million net position decrease Represents a trade of approximately 0.6116% of fund AUM Post-trade stake: 361,611 shares valued at $21.66 million Position now 0.56% of fund AUM, which…
Second Line Capital Adds First Trust Enhanced Short Maturity ETF Shares
Key Points The firm added 120,501 shares, representing an estimated $7.2 million at quarter end. The position equals 1.5% of 13F reportable assets under management The new holding lands the fund's top five positionsThese 10 stocks could mi…
First Trust Enhanced Short Maturity Breaks Below 200-Day Moving Average - Notable for FTSM
In trading on Monday, shares of the First Trust Enhanced Short Maturity ETF (Symbol: FTSM) crossed below their 200 day moving average of $59.91, changing hands as low as $59.86 per share. First Trust Enhanced Short Maturity shares are curr…
First Trust Advisors L.P. Announces Distribution for First Trust Enhanced Short Maturity ETF
WHEATON, Ill.--(BUSINESS WIRE)--First Trust Advisors L.P. ("FTA") announces the declaration of the Monthly distribution for First Trust Enhanced Short Maturity ETF, a series of First Trust Exchange-Traded Fund IV. The following dates apply…
In trading on Friday, shares of the First Trust Enhanced Short Maturity ETF (Symbol: FTSM) crossed below their 200 day moving average of $59.91, changing hands as low as $59.79 per share. First Trust Enhanced Short Maturity shares are curr…
Milestone Advisory Partners Buys First Trust Preferred Securities and Income ETF, FIRST TR ...
Investment company Milestone Advisory Partners (Current Portfolio) buys First Trust Preferred Securities and Income ETF, FIRST TR EXCHANGE, Invesco DWA Momentum ETF, First Trust Dow Jones Internet Index Fund, Recon Capital NASDAQ-100 Cover…
Towerpoint Wealth, LLC Buys iShares iBoxx USD High Yield Corporate Bond ETF, Vanguard Mid-Cap ...
Investment company Towerpoint Wealth, LLC (Current Portfolio) buys iShares iBoxx USD High Yield Corporate Bond ETF, Vanguard Mid-Cap ETF, iShares National Muni Bond ETF, First Trust Enhanced Short Maturity ETF, iShares Core MSCI Emerging M…
Sigma Planning Corp Buys First Trust Enhanced Short Maturity ETF, First Trust Low Duration ...
Ann Arbor, MI, based Investment company Sigma Planning Corp (Current Portfolio) buys First Trust Enhanced Short Maturity ETF, First Trust Low Duration Mortgage Opportunities ET, First Trust NASDAQ Rising Dividend Achievers ETF, iShares TIP…
Grimes & Company, Inc. Buys Technology Select Sector SPDR ETF, JPMorgan Ultra-Short Income ...
Westborough, MA, based Investment company Grimes & Company, Inc. (Current Portfolio) buys Technology Select Sector SPDR ETF, JPMorgan Ultra-Short Income ETF, First Trust Enhanced Short Maturity ETF, BTC BlackRock Ultra Short-Term Bond ETF,…
Avantax Advisory Services, Inc. Buys Schwab U.S. ...
Investment company Avantax Advisory Services, Inc. (Current Portfolio) buys Schwab U.S. Large-Cap Growth ETF, iShares TIPS Bond ETF, Schwab U.S. Large-Cap Value ETF, John Hancock Multifactor Large Cap ETF, Schwab U.S. Large-Cap ETF, sells…
EWG Elevate Inc. Buys First Trust Financials AlphaDEX Fund, PowerShares QQQ Trust Ser 1, The ...
Investment company EWG Elevate Inc. (Current Portfolio) buys First Trust Financials AlphaDEX Fund, PowerShares QQQ Trust Ser 1, The Energy Select Sector SPDR Fund, iShares U.S. Regional Banks ETF, iShares Russell Mid-Cap ETF, sells S&P 500…
Welch & Forbes Llc Buys Vanguard Ultra-Short Bond ETF, First Trust Enhanced Short Maturity ...
Boston, MA, based Investment company Welch & Forbes Llc (Current Portfolio) buys Vanguard Ultra-Short Bond ETF, First Trust Enhanced Short Maturity ETF, Verisk Analytics Inc, ConocoPhillips, HP Inc, sells Service Properties Trust, iShares…
Purus Wealth Management, LLC Buys First Trust SMID Cap Rising Dividend Achievers ETF, First ...
Investment company Purus Wealth Management, LLC (Current Portfolio) buys First Trust SMID Cap Rising Dividend Achievers ETF, First Trust Industrials/Producer Durables AlphaDEX, Global X Lithium & Battery Tech ETF, First Trust Health Care A…