Accurate Wealth Management
FTSM icon

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
Q3 		$27.3M Sell
457,105
-118,482
-21% -$7.08M 2.35% 5
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
BDFS Capital
BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Guided Capital Wealth Management
Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return
Tucker Asset Management
Tucker Asset Management Littleton, Colorado $406M AUM 20.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Accurate Wealth Management's FTSM Position: Q3 2026 in Review

Accurate Wealth Management reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 21% in Q3 2026, selling an estimated $7.08M and leaving 457,105 shares worth $27.3M. The position accounts for 2.35% of the portfolio, ranked #5.

Accurate Wealth Management first reported a position in FTSM in Q4 2025 and has held it in 4 quarters since. The position peaked at $34.4M in Q2 2026. 186 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

  • Accurate Wealth Management held 457,105 shares of First Trust Enhanced Short Maturity ETF worth $27.3M as of Q3 2026.
  • Accurate Wealth Management sold 118,482 First Trust Enhanced Short Maturity ETF shares in Q3 2026, an estimated $7.08M.
  • First Trust Enhanced Short Maturity ETF made up 2.35% of Accurate Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Accurate Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2025 and has held it in 4 quarters since.
  • Accurate Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $34.4M in Q2 2026.
  • 186 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.