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 Q3	–	Sell	-536	Closed	-$32.1K	–	736
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

BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cornerstone Planning Group's FTSM Position: Q3 2026 in Review

Cornerstone Planning Group sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2026, closing a stake of 536 shares — an estimated $32.1K sold.

Cornerstone Planning Group first reported a position in FTSM in Q2 2024 and held it in 9 quarters. The position peaked at $432K in Q2 2024. 90 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

Cornerstone Planning Group reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 536 First Trust Enhanced Short Maturity ETF shares in Q3 2026, an estimated $32.1K.
Cornerstone Planning Group first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2024 and held it in 9 quarters.
Cornerstone Planning Group's First Trust Enhanced Short Maturity ETF position peaked at $432K in Q2 2024.
90 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.