BFC Planning, Inc.’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

BFC Planning, Inc.’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	$11.4M	Buy	190,626 +15,974	+9%	+$956K	0.46%	37
2026 Q1	$10.4M	Buy	174,652 +10,876	+7%	+$652K	0.47%	38
2025 Q4	$9.8M	Buy	163,776 +155,949	+1,992%	+$9.36M	0.43%	45
2025 Q3	$469K	Sell	7,827 -22	-0.3%	-$1.32K	0.03%	406
2025 Q2	$470K	Sell	7,849 -906	-10%	-$54.3K	0.04%	376
2025 Q1	$524K	Buy	8,755 +281	+3%	+$16.8K	0.05%	324
2024 Q4	$507K	Buy	+8,474	New	+$508K	0.04%	338

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

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

BFC Planning, Inc.'s FTSM Position: Q2 2026 in Review

BFC Planning, Inc. increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 9.1% in Q2 2026, buying an estimated $956K and bringing the position to 190,626 shares worth $11.4M. The position accounts for 0.46% of the portfolio, ranked #37.

BFC Planning, Inc. first reported a position in FTSM in Q4 2024 and has held it in 7 quarters since. 429 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

BFC Planning, Inc. held 190,626 shares of First Trust Enhanced Short Maturity ETF worth $11.4M as of Q2 2026.
BFC Planning, Inc. bought 15,974 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $956K.
First Trust Enhanced Short Maturity ETF made up 0.46% of BFC Planning, Inc.'s portfolio in Q2 2026, its #37 holding.
BFC Planning, Inc. first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and has held it in 7 quarters since.
429 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.