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

Creative 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 		$1.39M Buy
23,307
+746
+3% +$44.7K ﹤0.01% 2374
2026
Q1 		$1.35M Buy
22,561
+8,207
+57% +$492K ﹤0.01% 2220
2025
Q4 		$860K Buy
14,354
+3
+0% +$180 ﹤0.01% 2402
2025
Q3 		$860K Sell
14,351
-137
-0.9% -$8.22K ﹤0.01% 2255
2025
Q2 		$867K Sell
14,488
-103
-0.7% -$6.17K ﹤0.01% 1979
2025
Q1 		$873K Buy
14,591
+3,005
+26% +$180K ﹤0.01% 1823
2024
Q4 		$692K Sell
11,586
-2,550
-18% -$153K ﹤0.01% 1929
2024
Q3 		$846K Sell
14,136
-1,009
-7% -$60.4K ﹤0.01% 1652
2024
Q2 		$903K Sell
15,145
-3,437
-18% -$205K ﹤0.01% 1481
2024
Q1 		$1.11M Buy
18,582
+3,819
+26% +$228K ﹤0.01% 1271
2023
Q4 		$884K Buy
14,763
+9,608
+186% +$573K ﹤0.01% 1301
2023
Q3 		$306K Sell
5,155
-2,304
-31% -$137K ﹤0.01% 1925
2023
Q2 		$443K Buy
7,459
+486
+7% +$29K ﹤0.01% 1639
2023
Q1 		$415K Sell
6,973
-7,892
-53% -$470K ﹤0.01% 1592
2022
Q4 		$884K Sell
14,865
-8,193
-36% -$487K ﹤0.01% 1097
2022
Q3 		$1.37M Sell
23,058
-11,942
-34% -$710K ﹤0.01% 825
2022
Q2 		$2.08M Buy
35,000
+6,747
+24% +$401K ﹤0.01% 702
2022
Q1 		$1.68M Sell
28,253
-28,164
-50% -$1.68M ﹤0.01% 774
2021
Q4 		$3.37M Buy
+56,417
New +$3.38M 0.01% 527
2020
Q1 		– Sell
-4,361
Closed -$262K – 1952
2019
Q4 		$262K Buy
+4,361
New +$262K ﹤0.01% 1485
2017
Q3 		– Sell
-1,084
Closed -$65K – 2549
2017
Q2 		$65K Buy
1,084
+279
+35% +$16.7K ﹤0.01% 2308
2017
Q1 		$48K Buy
+805
New +$48.3K ﹤0.01% 2501

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Creative Planning's FTSM Position: Q2 2026 in Review

Creative Planning increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 3.3% in Q2 2026, buying an estimated $44.7K and bringing the position to 23,307 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2374.

Creative Planning first reported a position in FTSM in Q1 2017 and has held it in 22 quarters since. The position peaked at $3.37M in Q4 2021. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Creative Planning held 23,307 shares of First Trust Enhanced Short Maturity ETF worth $1.39M as of Q2 2026.
  • Creative Planning bought 746 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $44.7K.
  • First Trust Enhanced Short Maturity ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2374 holding.
  • Creative Planning first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2017 and has held it in 22 quarters since.
  • Creative Planning's First Trust Enhanced Short Maturity ETF position peaked at $3.37M in Q4 2021.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.