AWM
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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

BC
BDFS Capital Rehoboth Beach, Delaware $230M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
PFS
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
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
AIS
Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM

Accurate Wealth Management's FTSM Position: Q2 2026 in Review

Accurate Wealth Management increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 181% in Q2 2026, buying an estimated $22.2M and bringing the position to 575,587 shares worth $34.4M. The position accounts for 3.28% of the portfolio, ranked #3.

Accurate Wealth Management first reported a position in FTSM in Q4 2025 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Accurate Wealth Management held 575,587 shares of First Trust Enhanced Short Maturity ETF worth $34.4M as of Q2 2026.
  • Accurate Wealth Management bought 371,004 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $22.2M.
  • First Trust Enhanced Short Maturity ETF made up 3.28% of Accurate Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Accurate Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2025 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.