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Core Wealth Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Core Wealth 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 		$1.9M Buy
31,888
+2,570
+9% +$154K 0.81% 30
2026
Q1 		$1.75M Sell
29,318
-1,791
-6% -$107K 0.81% 34
2025
Q4 		$1.86M Sell
31,109
-3,186
-9% -$191K 0.84% 35
2025
Q3 		$2.05M Buy
34,295
+1,181
+4% +$70.8K 0.94% 33
2025
Q2 		$1.98M Sell
33,114
-15,988
-33% -$958K 1.01% 27
2025
Q1 		$2.94M Buy
49,102
+711
+1% +$42.6K 1.71% 12
2024
Q4 		$2.89M Sell
48,391
-3,930
-8% -$235K 1.66% 12
2024
Q3 		$3.13M Sell
52,321
-42,311
-45% -$2.53M 1.9% 10
2024
Q2 		$5.64M Sell
94,632
-6,951
-7% -$415K 3.85% 4
2024
Q1 		$6.06M Buy
101,583
+11,777
+13% +$704K 4.58% 4
2023
Q4 		$5.36M Buy
89,806
+7,163
+9% +$427K 4.39% 4
2023
Q3 		$4.91M Buy
82,643
+4,751
+6% +$283K 4.46% 4
2023
Q2 		$4.63M Buy
77,892
+10,833
+16% +$646K 4.27% 4
2023
Q1 		$3.99M Buy
67,059
+27,111
+68% +$1.61M 4.01% 5
2022
Q4 		$2.32M Buy
+39,948
New +$2.37M 2.61% 11

Other funds holding FTSM

BC
BDFS Capital Rehoboth Beach, Delaware $230M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
GCWM
Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Core Wealth Partners's FTSM Position: Q2 2026 in Review

Core Wealth Partners increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 8.8% in Q2 2026, buying an estimated $154K and bringing the position to 31,888 shares worth $1.9M. The position accounts for 0.81% of the portfolio, ranked #30.

Core Wealth Partners first reported a position in FTSM in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.06M in Q1 2024. 133 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Core Wealth Partners held 31,888 shares of First Trust Enhanced Short Maturity ETF worth $1.9M as of Q2 2026.
  • Core Wealth Partners bought 2,570 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $154K.
  • First Trust Enhanced Short Maturity ETF made up 0.81% of Core Wealth Partners's portfolio in Q2 2026, its #30 holding.
  • Core Wealth Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and has held it in 15 quarters since.
  • Core Wealth Partners's First Trust Enhanced Short Maturity ETF position peaked at $6.06M in Q1 2024.
  • 133 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.