IFP Advisors Sells Off 395,000 First Trust Enhanced Short Maturity ETF (FTSM) Shares Worth $23.7 Million

2 hours ago 2

Cory Renauer, The Motley Fool

Sat, December 20, 2025 astatine 3:37 PM CST 5 min read

  • Sold 395,379 shares, with an estimated $23.66 cardinal nett presumption decrease

  • Represents a commercialized of astir 0.6116% of money AUM

  • Post-trade stake: 361,611 shares valued astatine $21.66 million

  • Position present 0.56% of money AUM, which places it extracurricular the fund's apical 5 holdings

  • These 10 stocks could mint the adjacent question of millionaires ›

On December 2, 2025, IFP Advisors, Inc disclosed a merchantability of 395,379 shares of First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM), reducing its presumption by an estimated $23.66 million, according to a caller SEC filing.

  • Sold 395,379 shares, with an estimated $23.66 cardinal nett presumption decrease

  • Represents a commercialized of astir 0.6116% of money AUM

  • Post-trade stake: 361,611 shares valued astatine $21.66 million

  • Position present 0.56% of money AUM, which places it extracurricular the fund's apical 5 holdings

According to a Securities and Exchange Commission (SEC) filing dated Dec. 2, 2025, IFP Advisors, Inc. reduced its holdings successful First Trust Enhanced Short Maturity ETF by 395,379 shares during the 3rd quarter. The post-sale presumption stands astatine 361,611 shares, worthy $21.66 cardinal astatine quarter-end. The transaction reflects mean trading activity, with the involvement present accounting for astir 0.56% of the fund's reported U.S. equity assets.

  • The money sold FTSM, reducing its involvement to 0.56% of 13F reportable assets nether management.

  • Top holdings aft the filing:

    • NASDAQ:AAPL: $104.18 cardinal (2.7% of AUM)

    • NASDAQ:NVDA: $69.81 cardinal (1.8% of AUM)

    • NYSEMKT:VUG: $60.89 cardinal (1.6% of AUM)

    • NYSEMKT:SPY: $59.17 cardinal (1.5% of AUM)

    • NASDAQ:QQQ: $55.90 cardinal (1.4% of AUM)

  • As of December 1, 2025, shares of FTSM were priced astatine $59.90, down 0.4% from the 52-week high.

  • One-year full instrumentality was 4.2%, underperforming the S&P 500 by 9.25 percent points.

  • The reported annualized dividend output was 4.34% arsenic of December 2, 2025.

Metric

Value

Price (as of marketplace adjacent December 1, 2025)

$59.90

Dividend yield

4.34%

1-year full return

4.58%

  • Investment strategy focuses connected maintaining a portfolio of U.S. dollar-denominated fixed- and variable-rate indebtedness securities with an mean duration of little than 1 twelvemonth and mean maturity beneath 3 years.

  • Fund operation is an ETF that invests successful U.S. dollar-denominated fixed- and variable-rate indebtedness securities with an mean duration of little than 1 twelvemonth and mean maturity beneath 3 years.

  • Targets organization and idiosyncratic investors seeking competitory income and debased volatility successful changing complaint environments.

First Trust Enhanced Short Maturity ETF (FTSM) is simply a short-duration fixed income ETF with a marketplace capitalization of $6.16 billion, designed to connection enhanced output portion minimizing involvement complaint risk. The fund's progressive absorption attack allows for dynamic allocation among high-quality, short-term indebtedness instruments, supporting some liquidity and superior preservation.


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