Financial Gravity Asset Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Financial Gravity Asset 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	$72.1K	Sell	1,206 -255	-17%	-$15.3K	0.01%	259
2025 Q4	$87.6K	Sell	1,461 -2,136	-59%	-$128K	0.02%	197
2025 Q3	$215K	Buy	+3,597	New	+$216K	0.04%	146
2025 Q1	$8.98K	Buy	+150	New	+$8.98K	﹤0.01%	627
2024 Q2	$28.2K	Sell	473 -60	-11%	-$3.58K	0.01%	336
2024 Q1	$31.8K	Sell	533 -4	-0.7%	-$239	0.01%	314
2023 Q4	$32K	Buy	+537	New	+$32K	0.01%	316
2021 Q3	$60K	Buy	+123	New	+$7.37K	0.03%	492
2019 Q4	$206K	Sell	3,432 -2,738	-44%	-$165K	0.14%	113
2019 Q3	$371K	Buy	6,170 +1,004	+19%	+$60.4K	0.32%	66
2019 Q2	$310K	Sell	5,166 -845	-14%	-$50.8K	0.25%	90
2019 Q1	$361K	Buy	+6,011	New	+$361K	0.29%	78
2018 Q3	$9K	Sell	149 -132	-47%	-$7.92K	0.01%	596
2018 Q2	$17K	Buy	+281	New	+$16.9K	0.02%	495

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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

Financial Gravity Asset Management's FTSM Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 17% in Q1 2026, selling an estimated $15.3K and leaving 1,206 shares worth $72.1K. The position accounts for 0.01% of the portfolio, ranked #259.

Financial Gravity Asset Management first reported a position in FTSM in Q2 2018 and has held it in 14 quarters since. The position peaked at $371K in Q3 2019. 428 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

Financial Gravity Asset Management held 1,206 shares of First Trust Enhanced Short Maturity ETF worth $72.1K as of Q1 2026.
Financial Gravity Asset Management sold 255 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $15.3K.
First Trust Enhanced Short Maturity ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #259 holding.
Financial Gravity Asset Management first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2018 and has held it in 14 quarters since.
Financial Gravity Asset Management's First Trust Enhanced Short Maturity ETF position peaked at $371K in Q3 2019.
428 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.