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

Daymark 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	$5.31M	Sell	88,878 -3,660	-4%	-$219K	0.13%	128
2026 Q1	$5.53M	Sell	92,538 -22,196	-19%	-$1.33M	0.17%	105
2025 Q4	$6.88M	Buy	114,734 +36,411	+46%	+$2.18M	0.22%	90
2025 Q3	$4.69M	Sell	78,323 -16,175	-17%	-$970K	0.16%	118
2025 Q2	$5.66M	Buy	94,498 +8,824	+10%	+$529K	0.22%	93
2025 Q1	$5.13M	Buy	85,674 +72,735	+562%	+$4.36M	0.22%	95
2024 Q4	$773K	Sell	12,939 -3,855	-23%	-$231K	0.03%	269
2024 Q3	$1.01M	Sell	16,794 -11,856	-41%	-$710K	0.04%	244
2024 Q2	$1.71M	Buy	+28,650	New	+$1.71M	0.08%	172

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

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

Daymark Wealth Partners reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 4% in Q2 2026, selling an estimated $219K and leaving 88,878 shares worth $5.31M. The position accounts for 0.13% of the portfolio, ranked #128.

Daymark Wealth Partners first reported a position in FTSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.88M in Q4 2025. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Daymark Wealth Partners held 88,878 shares of First Trust Enhanced Short Maturity ETF worth $5.31M as of Q2 2026.
Daymark Wealth Partners sold 3,660 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $219K.
First Trust Enhanced Short Maturity ETF made up 0.13% of Daymark Wealth Partners's portfolio in Q2 2026, its #128 holding.
Daymark Wealth Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2024 and has held it in 9 quarters since.
Daymark Wealth Partners's First Trust Enhanced Short Maturity ETF position peaked at $6.88M in Q4 2025.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.