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

Gateway 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	$11M	Sell	184,253 -175,767	-49%	-$10.5M	0.66%	28
2026 Q1	$21.5M	Buy	360,020 +206,616	+135%	+$12.4M	0.84%	19
2025 Q4	$9.19M	Buy	153,404 +4,059	+3%	+$244K	1.02%	20
2025 Q3	$8.95M	Buy	149,345 +121,018	+427%	+$7.26M	1.21%	15
2025 Q2	$1.7M	Buy	28,327 +2,139	+8%	+$128K	0.32%	88
2025 Q1	$1.57M	Buy	26,188 +4,639	+22%	+$278K	0.35%	77
2024 Q4	$1.29M	Sell	21,549 -3,098	-13%	-$186K	0.33%	72
2024 Q3	$1.48M	Sell	24,647 -2,041	-8%	-$122K	0.41%	63
2024 Q2	$1.59M	Sell	26,688 -1,095	-4%	-$65.4K	0.48%	54
2024 Q1	$1.66M	Sell	27,783 -2,376	-8%	-$142K	0.59%	45
2023 Q4	$1.8M	Sell	30,159 -4,951	-14%	-$295K	0.72%	36
2023 Q3	$2.09M	Sell	35,110 -4,083	-10%	-$243K	0.38%	55
2023 Q2	$2.33M	Buy	39,193 +6,834	+21%	+$407K	0.42%	52
2023 Q1	$1.93M	Buy	32,359 +14,184	+78%	+$845K	0.3%	58
2022 Q4	$1.08M	Buy	+18,175	New	+$1.08M	0.19%	62

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

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

Gateway Wealth Partners reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 49% in Q2 2026, selling an estimated $10.5M and leaving 184,253 shares worth $11M. The position accounts for 0.66% of the portfolio, ranked #28.

Gateway Wealth Partners first reported a position in FTSM in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.5M in Q1 2026. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Gateway Wealth Partners held 184,253 shares of First Trust Enhanced Short Maturity ETF worth $11M as of Q2 2026.
Gateway Wealth Partners sold 175,767 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $10.5M.
First Trust Enhanced Short Maturity ETF made up 0.66% of Gateway Wealth Partners's portfolio in Q2 2026, its #28 holding.
Gateway Wealth Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and has held it in 15 quarters since.
Gateway Wealth Partners's First Trust Enhanced Short Maturity ETF position peaked at $21.5M in Q1 2026.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.