Brady Family Wealth’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Brady Family Wealth’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	$296K	Sell	4,953 -1	-0%	-$60	0.09%	97
2026 Q1	$296K	Sell	4,954 -67	-1%	-$4.02K	0.09%	92
2025 Q4	$301K	Sell	5,021 -269	-5%	-$16.1K	0.09%	92
2025 Q3	$317K	Hold	5,290	–	–	0.1%	92
2025 Q2	$317K	Hold	5,290	–	–	0.1%	94
2025 Q1	$317K	Buy	+5,290	New	+$317K	0.1%	94
2024 Q4	–	Sell	-4,156	Closed	-$249K	–	117
2024 Q3	$249K	Hold	4,156	–	–	0.07%	112
2024 Q2	$248K	Buy	4,156 +83	+2%	+$4.96K	0.08%	105
2024 Q1	$243K	Buy	+4,073	New	+$243K	0.08%	110

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

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 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 $837M 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 $59.6B AUM 29.42% 1-Year Est. Return

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