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

Axxcess 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	$1.24M	Buy	+20,694	New	+$1.24M	0.02%	482
2026 Q1	–	Sell	-14,231	Closed	-$853K	–	619
2025 Q4	$853K	Buy	+14,231	New	+$854K	0.01%	542
2024 Q1	–	Sell	-3,663	Closed	-$219K	–	893
2023 Q4	$219K	Sell	3,663 -154	-4%	-$9.18K	0.01%	750
2023 Q3	$227K	Buy	3,817 +5	+0.1%	+$298	0.01%	692
2023 Q2	$226K	Sell	3,812 -549	-13%	-$32.7K	0.02%	526
2023 Q1	$260K	Buy	4,361 +2	+0%	+$119	0.02%	518
2022 Q4	$259K	Sell	4,359 -2,982	-41%	-$177K	0.02%	486
2022 Q3	$435K	Sell	7,341 -4,970	-40%	-$295K	0.04%	341
2022 Q2	$731K	Sell	12,311 -3,689	-23%	-$219K	0.07%	234
2022 Q1	$953K	Sell	16,000 -1,887	-11%	-$113K	0.07%	229
2021 Q4	$1.07M	Buy	+17,887	New	+$1.07M	0.08%	198

Other funds holding FTSM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BDFS Capital Rehoboth Beach, Delaware $230M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

HAFG

Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return

TAM

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

GCWM

Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2026: 20,694 shares worth $1.24M. The stake represents 0.02% of the portfolio and ranks #482 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in FTSM as recently as Q4 2025.

Axxcess Wealth Management first reported a position in FTSM in Q4 2021 and has held it in 11 quarters since. 259 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Axxcess Wealth Management held 20,694 shares of First Trust Enhanced Short Maturity ETF worth $1.24M as of Q2 2026.
First Trust Enhanced Short Maturity ETF was a new Axxcess Wealth Management position in Q2 2026.
First Trust Enhanced Short Maturity ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #482 holding.
Axxcess Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2021 and has held it in 11 quarters since.
259 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.