CWM
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Cornerstone Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Cornerstone Wealth Management’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
Q1 		$3.28M Sell
54,840
-1,380
-2% -$82.8K 0.16% 133
2025
Q4 		$3.37M Sell
56,220
-327
-0.6% -$19.6K 0.18% 126
2025
Q3 		$3.39M Sell
56,547
-3,208
-5% -$192K 0.19% 117
2025
Q2 		$3.58M Sell
59,755
-3,532
-6% -$212K 0.22% 104
2025
Q1 		$3.79M Buy
63,287
+494
+0.8% +$29.6K 0.26% 93
2024
Q4 		$3.75M Buy
62,793
+15,236
+32% +$913K 0.25% 92
2024
Q3 		$2.85M Sell
47,557
-391
-0.8% -$23.4K 0.2% 105
2024
Q2 		$2.86M Buy
47,948
+1,635
+4% +$97.6K 0.22% 100
2024
Q1 		$2.76M Sell
46,313
-2,786
-6% -$167K 0.22% 99
2023
Q4 		$2.93M Sell
49,099
-294
-0.6% -$17.5K 0.25% 94
2023
Q3 		$2.93M Sell
49,393
-1,075
-2% -$64K 0.28% 87
2023
Q2 		$3M Sell
50,468
-12,476
-20% -$744K 0.27% 88
2023
Q1 		$3.75M Buy
+62,944
New +$3.75M 0.37% 59
2022
Q3 		$3.71M Buy
62,480
+29,233
+88% +$1.74M 0.41% 56
2022
Q2 		$1.97M Sell
33,247
-2,118
-6% -$126K 0.22% 96
2022
Q1 		$2.1M Sell
35,365
-2,044
-5% -$122K 0.2% 101
2021
Q4 		$2.23M Sell
37,409
-5,065
-12% -$303K 0.21% 109
2021
Q3 		$2.55M Sell
42,474
-580
-1% -$34.8K 0.27% 86
2021
Q2 		$2.58M Sell
43,054
-2,445
-5% -$147K 0.27% 83
2021
Q1 		$2.73M Sell
45,499
-8,604
-16% -$516K 0.32% 71
2020
Q4 		$3.25M Buy
54,103
+30,910
+133% +$1.86M 0.41% 49
2020
Q3 		$1.39M Buy
23,193
+1,522
+7% +$91.4K 0.21% 96
2020
Q2 		$1.3M Sell
21,671
-7,851
-27% -$469K 0.21% 100
2020
Q1 		$1.74M Buy
29,522
+9,081
+44% +$544K 0.34% 57
2019
Q4 		$1.23M Buy
20,441
+2,410
+13% +$145K 0.2% 102
2019
Q3 		$1.08M Buy
18,031
+3,661
+25% +$220K 0.19% 111
2019
Q2 		$863K Buy
14,370
+3,264
+29% +$196K 0.16% 144
2019
Q1 		$456K Sell
11,106
-2,878
-21% -$173K 0.06% 285
2018
Q4 		$835K Sell
13,984
-482,409
-97% -$28.9M 0.18% 121
2018
Q3 		$8.27M Sell
496,393
-286,018
-37% -$17.2M 0.1% 205
2018
Q2 		$13M Buy
782,411
+769,349
+5,890% +$46.2M 0.15% 148
2018
Q1 		$779K Buy
13,062
+577
+5% +$34.6K 0.15% 136
2017
Q4 		$747K Buy
12,485
+4,216
+51% +$253K 0.14% 150
2017
Q3 		$494K Buy
8,269
+400
+5% +$24K 0.1% 204
2017
Q2 		$470K Buy
7,869
+3,659
+87% +$220K 0.11% 191
2017
Q1 		$253K Buy
+4,210
New +$252K 0.06% 283

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cornerstone Wealth Management's FTSM Position: Q1 2026 in Review

Cornerstone Wealth Management reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 2.5% in Q1 2026, selling an estimated $82.8K and leaving 54,840 shares worth $3.28M. The position accounts for 0.16% of the portfolio, ranked #133.

Cornerstone Wealth Management first reported a position in FTSM in Q1 2017 and has held it in 36 quarters since. The position peaked at $13M in Q2 2018. 425 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

  • Cornerstone Wealth Management held 54,840 shares of First Trust Enhanced Short Maturity ETF worth $3.28M as of Q1 2026.
  • Cornerstone Wealth Management sold 1,380 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $82.8K.
  • First Trust Enhanced Short Maturity ETF made up 0.16% of Cornerstone Wealth Management's portfolio in Q1 2026, its #133 holding.
  • Cornerstone Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2017 and has held it in 36 quarters since.
  • Cornerstone Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $13M in Q2 2018.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.