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

GK 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 Q3	$136K	Sell	2,281 -1,409	-38%	-$84.2K	0.08%	239
2026 Q2	$220K	Buy	+3,690	New	+$221K	0.12%	203
2026 Q1	–	Sell	-4,324	Closed	-$259K	–	105
2025 Q4	$259K	Sell	4,324 -33	-0.8%	-$1.98K	0.17%	142
2025 Q3	$261K	Sell	4,357 -5	-0.1%	-$300	0.19%	130
2025 Q2	$261K	Sell	4,362 -56	-1%	-$3.36K	0.24%	111
2025 Q1	$264K	Sell	4,418 -685	-13%	-$41K	0.3%	96
2024 Q4	$305K	Buy	+5,103	New	+$306K	0.39%	81

Other funds holding FTSM

BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return

Tucker Asset Management Littleton, Colorado $406M AUM 20.49% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

GK Wealth Management's FTSM Position: Q3 2026 in Review

GK Wealth Management reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 38% in Q3 2026, selling an estimated $84.2K and leaving 2,281 shares worth $136K. The position accounts for 0.08% of the portfolio, ranked #239.

GK Wealth Management first reported a position in FTSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $305K in Q4 2024. 162 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

GK Wealth Management held 2,281 shares of First Trust Enhanced Short Maturity ETF worth $136K as of Q3 2026.
GK Wealth Management sold 1,409 First Trust Enhanced Short Maturity ETF shares in Q3 2026, an estimated $84.2K.
First Trust Enhanced Short Maturity ETF made up 0.08% of GK Wealth Management's portfolio in Q3 2026, its #239 holding.
GK Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and has held it in 7 quarters since.
GK Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $305K in Q4 2024.
162 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.