Commonwealth Financial Services’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Commonwealth Financial Services’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	$4.47M	Buy	+74,885	New	+$4.48M	0.6%	35
2024 Q2	–	Sell	-6,863	Closed	-$409K	–	197
2024 Q1	$409K	Hold	6,863	–	–	0.1%	108
2023 Q4	$409K	Sell	6,863 -12,223	-64%	-$729K	0.1%	107
2023 Q3	$1.13M	Buy	+19,086	New	+$1.14M	0.34%	59

Other funds holding FTSM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 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

Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM

Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return