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 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%	-$3.35K	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

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

GK Wealth Management's FTSM Position: Q2 2026 in Review

GK Wealth Management opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2026: 3,690 shares worth $220K. The stake represents 0.12% of the portfolio and ranks #203 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in FTSM as recently as Q4 2025.

GK Wealth Management first reported a position in FTSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $305K in Q4 2024. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

GK Wealth Management held 3,690 shares of First Trust Enhanced Short Maturity ETF worth $220K as of Q2 2026.
First Trust Enhanced Short Maturity ETF was a new GK Wealth Management position in Q2 2026.
First Trust Enhanced Short Maturity ETF made up 0.12% of GK Wealth Management's portfolio in Q2 2026, its #203 holding.
GK Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and has held it in 6 quarters since.
GK Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $305K in Q4 2024.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.