What This $21.6 Million Bet on Short-Term Loans Signals for Investors

2 hours ago 2

Sarah Sidlow, The Motley Fool

Fri, January 23, 2026 astatine 10:12 AM CST 5 min read

Kaydan Wealth Management, Inc. accrued its holdings by 360,223 shares of FTSM; the estimated transaction worth was $21.61 cardinal based connected quarterly mean pricing.
This commercialized represented a 6.3% alteration successful 13F reportable assets nether absorption (AUM).
Post-trade involvement reached 415,493 shares, worthy $24.9 million.
The presumption present accounts for 7.2% of 13F AUM, which places it extracurricular the fund's apical 5 holdings.
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On Jan. 12, 2026, Kaydan Wealth Management, Inc. disclosed a bargain of 360,223 shares of First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM), with an estimated transaction worth of $21.61 cardinal based connected quarterly mean pricing.

According to the SEC filing dated Jan. 12, 2026, Kaydan Wealth Management, Inc. accrued its involvement successful First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM) by 360,223 shares. The estimated worth of this trade, based connected the mean closing terms for the quarter, was $21.61 million. The quarter-end worth of the presumption accrued by $21.59 million, a fig that reflects some further buying and marketplace terms changes. After the transaction, the money held 415,493 shares valued astatine $24.9 million, representing 7.2% of its 13F reportable AUM.

Top 5 holdings aft the filing:
- Vanguard Tax Managed Fund FTSE Developed Markets ETF: $41.99 cardinal (12.2% of AUM)
- iShares Gold Trust: $35.03 cardinal (10.1% of AUM)
- Vanguard Value Index Fund ETF: $31.77 cardinal (9.2% of AUM)
- iShares Core S&P Total US Stock Market ETF: $30.06 cardinal (8.7% of AUM)
- iShares 7-10 Year Treasury Bond ETF: $25.95 cardinal (7.5% of AUM)
As of Jan. 9, 2026, shares of FTSM were priced astatine $59.98.
One-year full instrumentality for FTSM was 4.7%; this effect lagged the S&P 500 by 13.1 percent points implicit the aforesaid period.
Annualized dividend output for FTSM was 4.3% arsenic of Jan. 12, 2026.

Metric

Value

Price (as of marketplace adjacent January 9, 2026)	$59.98
Dividend yield	4.3%
1-year full return	4.7%
Market capitalization	$6.24 billion

Focuses connected U.S. dollar-denominated fixed- and variable-rate indebtedness securities.
Targets an mean portfolio duration of little than 1 twelvemonth and maturity nether 3 years.
Seeks to present enhanced output with debased involvement complaint sensitivity done progressive management.

First Trust Enhanced Short Maturity ETF is simply a short-duration fixed income exchange-traded money that invests successful a diversified portfolio of high-quality, short-term indebtedness securities. Its progressive absorption and absorption connected liquidity marque it a competitory enactment for investors seeking superior preservation and income successful a changing complaint environment.