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Gladstone Institutional Advisory’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Gladstone Institutional Advisory’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 		$4.5M Sell
75,395
-4,736
-6% -$284K 0.14% 156
2026
Q1 		$4.79M Sell
80,131
-99,452
-55% -$5.96M 0.18% 134
2025
Q4 		$10.8M Sell
179,583
-15,847
-8% -$951K 0.41% 51
2025
Q3 		$11.7M Buy
195,430
+6,667
+4% +$400K 0.45% 47
2025
Q2 		$11.3M Sell
188,763
-5,593
-3% -$335K 0.47% 46
2025
Q1 		$11.6M Sell
194,356
-673
-0.3% -$40.3K 0.54% 40
2024
Q4 		$11.7M Buy
195,029
+37,161
+24% +$2.23M 0.54% 36
2024
Q3 		$9.45M Sell
157,868
-1,481
-0.9% -$88.7K 0.46% 50
2024
Q2 		$9.5M Sell
159,349
-20,311
-11% -$1.21M 0.49% 38
2024
Q1 		$10.7M Sell
179,660
-14,866
-8% -$888K 0.59% 33
2023
Q4 		$11.6M Sell
194,526
-13,081
-6% -$780K 0.65% 27
2023
Q3 		$12.3M Buy
207,607
+22,083
+12% +$1.32M 0.8% 21
2023
Q2 		$11M Sell
185,524
-316,450
-63% -$18.9M 0.67% 23
2023
Q1 		$29.9M Sell
501,974
-60,416
-11% -$3.6M 1.93% 4
2022
Q4 		$33.4M Buy
562,390
+10,820
+2% +$643K 2.36% 2
2022
Q3 		$32.7M Buy
551,570
+102,128
+23% +$6.07M 2.56% 3
2022
Q2 		$26.7M Buy
449,442
+359,757
+401% +$21.4M 2.11% 4
2022
Q1 		$5.34M Sell
89,685
-57,393
-39% -$3.43M 0.36% 65
2021
Q4 		$8.79M Sell
147,078
-7,863
-5% -$471K 0.68% 28
2021
Q3 		$9.29M Sell
154,941
-11,163
-7% -$669K 0.91% 17
2021
Q2 		$9.96M Sell
166,104
-292
-0.2% -$17.5K 1.18% 14
2021
Q1 		$9.98M Sell
166,396
-356,654
-68% -$21.4M 1.55% 11
2020
Q4 		$31.4M Buy
523,050
+184,176
+54% +$11.1M 6.26% 1
2020
Q3 		$20.3M Buy
338,874
+72,959
+27% +$4.38M 4.86% 1
2020
Q2 		$16M Sell
265,915
-257,035
-49% -$15.3M 4.06% 2
2020
Q1 		$30.9M Buy
522,950
+18,111
+4% +$1.08M 7.97% 1
2019
Q4 		$30.3M Buy
504,839
+46,399
+10% +$2.79M 7.44% 1
2019
Q3 		$27.5M Buy
458,440
+204,105
+80% +$12.3M 7% 1
2019
Q2 		$15.3M Buy
254,335
+96,017
+61% +$5.77M 4.65% 2
2019
Q1 		$9.5M Buy
158,318
+17,965
+13% +$1.08M 3.49% 5
2018
Q4 		$8.4M Buy
+140,353
New +$8.42M 4.89% 2

Other funds holding FTSM

BC
BDFS Capital Rehoboth Beach, Delaware $230M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
GCWM
Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return

Gladstone Institutional Advisory's FTSM Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 5.9% in Q2 2026, selling an estimated $284K and leaving 75,395 shares worth $4.5M. The position accounts for 0.14% of the portfolio, ranked #156.

Gladstone Institutional Advisory first reported a position in FTSM in Q4 2018 and has held it in 31 quarters since. The position peaked at $33.4M in Q4 2022. 144 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Gladstone Institutional Advisory held 75,395 shares of First Trust Enhanced Short Maturity ETF worth $4.5M as of Q2 2026.
  • Gladstone Institutional Advisory sold 4,736 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $284K.
  • First Trust Enhanced Short Maturity ETF made up 0.14% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #156 holding.
  • Gladstone Institutional Advisory first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2018 and has held it in 31 quarters since.
  • Gladstone Institutional Advisory's First Trust Enhanced Short Maturity ETF position peaked at $33.4M in Q4 2022.
  • 144 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.