Accurate Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Accurate Wealth Management’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 Q2	$34.4M	Buy	575,587 +371,004	+181%	+$22.2M	3.28%	3
2026 Q1	$12.2M	Buy	204,583 +175,798	+611%	+$10.5M	1.47%	8
2025 Q4	$1.73M	Buy	+28,785	New	+$1.73M	0.22%	114

Other funds holding FTSM

BDFS Capital Rehoboth Beach, Delaware $230M AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM