GGM Wealth Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

GGM Wealth Advisors’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 Q1	$725K	Buy	12,071 +4,784	+66%	+$287K	0.4%	56
2024 Q4	$436K	Sell	7,287 -8,494	-54%	-$509K	0.23%	80
2024 Q3	$949K	Sell	15,781 -5,058	-24%	-$303K	0.41%	51
2024 Q2	$1.24M	Hold	20,839	–	–	0.57%	42
2024 Q1	$1.24M	Sell	20,839 -5,227	-20%	-$312K	0.58%	43
2023 Q4	$1.56M	Sell	26,066 -3,921	-13%	-$234K	0.65%	36
2023 Q3	$1.78M	Sell	29,987 -1,629	-5%	-$97K	0.77%	31
2023 Q2	$1.88M	Sell	31,616 -25,904	-45%	-$1.54M	0.76%	29
2023 Q1	$3.42M	Buy	57,520 +45,328	+372%	+$2.7M	1.95%	17
2022 Q4	$725K	Buy	12,192 +3,380	+38%	+$201K	0.37%	52
2022 Q3	$523K	Buy	+8,812	New	+$524K	0.28%	70
2022 Q1	–	Sell	-20,832	Closed	-$1.25M	–	140
2021 Q4	$1.25M	Buy	+20,832	New	+$1.25M	0.99%	25
2021 Q3	–	Sell	-34,666	Closed	-$2.08M	–	99
2021 Q2	$2.08M	Sell	34,666 -3,000	-8%	-$180K	1.77%	14
2021 Q1	$2.26M	Buy	37,666 +1,987	+6%	+$119K	1.8%	13
2020 Q4	$2.14M	Buy	+35,679	New	+$2.14M	2.11%	11

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

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

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

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

GGM Wealth Advisors's FTSM Position: Q1 2025 in Review

GGM Wealth Advisors increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 66% in Q1 2025, buying an estimated $287K and bringing the position to 12,071 shares worth $725K. The position accounts for 0.4% of the portfolio, ranked #56.

GGM Wealth Advisors first reported a position in FTSM in Q4 2020 and has held it in 15 quarters since. The position peaked at $3.42M in Q1 2023. 429 funds tracked by Wall St. Rank hold FTSM as of Q1 2025.

GGM Wealth Advisors held 12,071 shares of First Trust Enhanced Short Maturity ETF worth $725K as of Q1 2025.
GGM Wealth Advisors bought 4,784 First Trust Enhanced Short Maturity ETF shares in Q1 2025, an estimated $287K.
First Trust Enhanced Short Maturity ETF made up 0.4% of GGM Wealth Advisors's portfolio in Q1 2025, its #56 holding.
GGM Wealth Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2020 and has held it in 15 quarters since.
GGM Wealth Advisors's First Trust Enhanced Short Maturity ETF position peaked at $3.42M in Q1 2023.
429 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.