Comprehensive Financial Planning’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Comprehensive Financial Planning’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	$1.37K	Hold	23	–	–	﹤0.01%	363
2026 Q1	$1.37K	Hold	23	–	–	﹤0.01%	343
2025 Q4	$1.38K	Hold	23	–	–	﹤0.01%	374
2025 Q3	$1.38K	Hold	23	–	–	﹤0.01%	309
2025 Q2	$1.38K	Hold	23	–	–	﹤0.01%	301
2025 Q1	$1.38K	Hold	23	–	–	﹤0.01%	292
2024 Q4	$1.38K	Buy	+23	New	+$1.38K	﹤0.01%	323

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

Comprehensive Financial Planning's FTSM Position: Q2 2026 in Review

Comprehensive Financial Planning held its First Trust Enhanced Short Maturity ETF (FTSM) position steady in Q2 2026 at 23 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Comprehensive Financial Planning first reported a position in FTSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.38K in Q4 2025. 424 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Comprehensive Financial Planning held 23 shares of First Trust Enhanced Short Maturity ETF worth $1.37K as of Q2 2026.
Comprehensive Financial Planning left its First Trust Enhanced Short Maturity ETF share count unchanged in Q2 2026.
First Trust Enhanced Short Maturity ETF made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #363 holding.
Comprehensive Financial Planning first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's First Trust Enhanced Short Maturity ETF position peaked at $1.38K in Q4 2025.
424 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.