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Brookstone Capital Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Brookstone Capital 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 		$232K Buy
3,877
+11
+0.3% +$659 ﹤0.01% 1198
2026
Q1 		$231K Sell
3,866
-435
-10% -$26.1K ﹤0.01% 1119
2025
Q4 		$258K Sell
4,301
-301
-7% -$18.1K ﹤0.01% 1034
2025
Q3 		$276K Buy
4,602
+244
+6% +$14.6K ﹤0.01% 1003
2025
Q2 		$261K Sell
4,358
-825
-16% -$49.4K ﹤0.01% 943
2025
Q1 		$310K Sell
5,183
-198
-4% -$11.9K ﹤0.01% 843
2024
Q4 		$322K Sell
5,381
-859
-14% -$51.5K ﹤0.01% 809
2024
Q3 		$374K Sell
6,240
-717
-10% -$42.9K 0.01% 769
2024
Q2 		$416K Buy
6,957
+444
+7% +$26.5K 0.01% 698
2024
Q1 		$388K Buy
6,513
+974
+18% +$58.2K 0.01% 688
2023
Q4 		$330K Buy
5,539
+839
+18% +$50K 0.01% 681
2023
Q3 		$280K Sell
4,700
-10,586
-69% -$631K 0.01% 698
2023
Q2 		$909K Buy
15,286
+1,386
+10% +$82.6K 0.02% 452
2023
Q1 		$828K Sell
13,900
-10,284
-43% -$613K 0.02% 486
2022
Q4 		$1.44M Buy
24,184
+3,275
+16% +$195K 0.03% 361
2022
Q3 		$1.24M Buy
+20,909
New +$1.24M 0.03% 360
2015
Q3 		– Sell
-430
Closed -$26K – 2020
2015
Q2 		$26K Buy
+430
New +$25.8K ﹤0.01% 726

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Brookstone Capital Management's FTSM Position: Q2 2026 in Review

Brookstone Capital Management increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.28% in Q2 2026, buying an estimated $659 and bringing the position to 3,877 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Brookstone Capital Management first reported a position in FTSM in Q2 2015 and has held it in 17 quarters since. The position peaked at $1.44M in Q4 2022. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Brookstone Capital Management held 3,877 shares of First Trust Enhanced Short Maturity ETF worth $232K as of Q2 2026.
  • Brookstone Capital Management bought 11 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $659.
  • First Trust Enhanced Short Maturity ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1198 holding.
  • Brookstone Capital Management first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2015 and has held it in 17 quarters since.
  • Brookstone Capital Management's First Trust Enhanced Short Maturity ETF position peaked at $1.44M in Q4 2022.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

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