Cornerstone Planning Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Cornerstone Planning 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	$32.1K	Buy	536 +3	+0.6%	+$180	﹤0.01%	521
2026 Q1	$31.8K	Buy	533 +8	+2%	+$480	﹤0.01%	531
2025 Q4	$31.6K	Hold	525	–	–	﹤0.01%	459
2025 Q3	$31.5K	Buy	525 +4	+0.8%	+$240	0.01%	451
2025 Q2	$31.2K	Sell	521 -59	-10%	-$3.53K	0.01%	319
2025 Q1	$34.8K	Sell	580 -11	-2%	-$659	0.01%	297
2024 Q4	$35.4K	Buy	591 +4	+0.7%	+$240	0.01%	229
2024 Q3	$35.2K	Sell	587 -6,626	-92%	-$397K	0.01%	229
2024 Q2	$432K	Buy	+7,213	New	+$431K	0.12%	52

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

Cornerstone Planning Group's FTSM Position: Q2 2026 in Review

Cornerstone Planning Group increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.56% in Q2 2026, buying an estimated $180 and bringing the position to 536 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Cornerstone Planning Group first reported a position in FTSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $432K in Q2 2024. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Cornerstone Planning Group held 536 shares of First Trust Enhanced Short Maturity ETF worth $32.1K as of Q2 2026.
Cornerstone Planning Group bought 3 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $180.
First Trust Enhanced Short Maturity ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #521 holding.
Cornerstone Planning Group first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2024 and has held it in 9 quarters since.
Cornerstone Planning Group's First Trust Enhanced Short Maturity ETF position peaked at $432K in Q2 2024.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

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