Capasso Planning Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Capasso Planning Partners’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	$5.69M	Sell	95,237 -43,953	-32%	-$2.63M	2.84%	10
2026 Q1	$8.32M	Buy	139,190 +11,725	+9%	+$703K	4.49%	7
2025 Q4	$7.64M	Sell	127,465 -28,650	-18%	-$1.72M	4.18%	7
2025 Q3	$9.35M	Sell	156,115 -43,876	-22%	-$2.63M	5.74%	5
2025 Q2	$12M	Buy	199,991 +20,820	+12%	+$1.25M	6.77%	3
2025 Q1	$10.7M	Buy	179,171 +123,012	+219%	+$7.37M	4.49%	6
2024 Q4	$3.36M	Buy	56,159 +27,315	+95%	+$1.64M	1.34%	14
2024 Q3	$1.73M	Hold	28,844	–	–	0.51%	40
2024 Q2	$1.72M	Sell	28,844 -2,910	-9%	-$174K	0.56%	42
2024 Q1	$1.89M	Buy	+31,754	New	+$1.9M	0.78%	26

Other funds holding FTSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Capasso Planning Partners's FTSM Position: Q2 2026 in Review

Capasso Planning Partners reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 32% in Q2 2026, selling an estimated $2.63M and leaving 95,237 shares worth $5.69M. The position accounts for 2.84% of the portfolio, ranked #10.

Capasso Planning Partners first reported a position in FTSM in Q1 2024 and has held it in 10 quarters since. The position peaked at $12M in Q2 2025. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Capasso Planning Partners held 95,237 shares of First Trust Enhanced Short Maturity ETF worth $5.69M as of Q2 2026.
Capasso Planning Partners sold 43,953 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $2.63M.
First Trust Enhanced Short Maturity ETF made up 2.84% of Capasso Planning Partners's portfolio in Q2 2026, its #10 holding.
Capasso Planning Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2024 and has held it in 10 quarters since.
Capasso Planning Partners's First Trust Enhanced Short Maturity ETF position peaked at $12M in Q2 2025.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.