Centerpoint Advisory Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Centerpoint Advisory Group’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	$3.9M	Sell	65,281 -1,879	-3%	-$112K	2.47%	10
2026 Q1	$4.01M	Buy	67,160 +39,878	+146%	+$2.39M	3.02%	9
2025 Q4	$1.63M	Buy	27,282 +13,765	+102%	+$826K	1.26%	24
2025 Q3	$810K	Buy	13,517 +525	+4%	+$31.5K	0.63%	41
2025 Q2	$778K	Buy	12,992 +270	+2%	+$16.2K	0.67%	42
2025 Q1	$761K	Sell	12,722 -317	-2%	-$19K	0.75%	36
2024 Q4	$779K	Buy	+13,039	New	+$781K	0.75%	35

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

Centerpoint Advisory Group's FTSM Position: Q2 2026 in Review

Centerpoint Advisory Group reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 2.8% in Q2 2026, selling an estimated $112K and leaving 65,281 shares worth $3.9M. The position accounts for 2.47% of the portfolio, ranked #10.

Centerpoint Advisory Group first reported a position in FTSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.01M in Q1 2026. 424 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Centerpoint Advisory Group held 65,281 shares of First Trust Enhanced Short Maturity ETF worth $3.9M as of Q2 2026.
Centerpoint Advisory Group sold 1,879 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $112K.
First Trust Enhanced Short Maturity ETF made up 2.47% of Centerpoint Advisory Group's portfolio in Q2 2026, its #10 holding.
Centerpoint Advisory Group first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and has held it in 7 quarters since.
Centerpoint Advisory Group's First Trust Enhanced Short Maturity ETF position peaked at $4.01M in Q1 2026.
424 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.