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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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $837M 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 $59.6B 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
SWM
Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return