GC Wealth Management RIA’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

GC Wealth Management RIA’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
2025 Q3	–	Sell	-29,255	Closed	-$1.75M	–	853
2025 Q2	$1.75M	Sell	29,255 -6,673	-19%	-$400K	0.14%	149
2025 Q1	$2.15M	Sell	35,928 -117	-0.3%	-$7.01K	0.39%	67
2024 Q4	$2.15M	Sell	36,045 -543	-1%	-$32.5K	0.38%	63
2024 Q3	$2.19M	Buy	36,588 +4,865	+15%	+$291K	0.38%	60
2024 Q2	$1.89M	Buy	31,723 +2,929	+10%	+$175K	0.37%	56
2024 Q1	$1.72M	Buy	+28,794	New	+$1.72M	0.34%	61

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GC Wealth Management RIA's FTSM Position: Q3 2025 in Review

GC Wealth Management RIA sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2025, closing a stake of 29,255 shares — an estimated $1.75M sold.

GC Wealth Management RIA first reported a position in FTSM in Q1 2024 and held it in 6 quarters. The position peaked at $2.19M in Q3 2024. 399 funds tracked by Wall St. Rank hold FTSM as of Q3 2025.

GC Wealth Management RIA reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2025 after selling out during the quarter.
GC Wealth Management RIA sold 29,255 First Trust Enhanced Short Maturity ETF shares in Q3 2025, an estimated $1.75M.
GC Wealth Management RIA first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2024 and held it in 6 quarters.
GC Wealth Management RIA's First Trust Enhanced Short Maturity ETF position peaked at $2.19M in Q3 2024.
399 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2025.

Based on GC Wealth Management RIA's 13F filing for Q3 2025, filed 13 Nov 2025.