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

Gibbs Wealth 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 		$530K Buy
8,867
+3,993
+82% +$239K 0.07% 281
2025
Q4 		$292K Sell
4,874
-1,366
-22% -$82K 0.07% 279
2025
Q3 		$374K Sell
6,240
-5,117
-45% -$307K 0.08% 244
2025
Q2 		$680K Buy
11,357
+7,243
+176% +$434K 0.13% 182
2025
Q1 		$246K Buy
+4,114
New +$246K 0.06% 278

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Gibbs Wealth Management's FTSM Position: Q1 2026 in Review

Gibbs Wealth Management increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 82% in Q1 2026, buying an estimated $239K and bringing the position to 8,867 shares worth $530K. The position accounts for 0.07% of the portfolio, ranked #281.

Gibbs Wealth Management first reported a position in FTSM in Q1 2025 and has held it in 5 quarters since. The position peaked at $680K in Q2 2025. 429 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

  • Gibbs Wealth Management held 8,867 shares of First Trust Enhanced Short Maturity ETF worth $530K as of Q1 2026.
  • Gibbs Wealth Management bought 3,993 First Trust Enhanced Short Maturity ETF shares in Q1 2026, an estimated $239K.
  • First Trust Enhanced Short Maturity ETF made up 0.07% of Gibbs Wealth Management's portfolio in Q1 2026, its #281 holding.
  • Gibbs Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2025 and has held it in 5 quarters since.
  • Gibbs Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $680K in Q2 2025.
  • 429 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.