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Global Retirement Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Global Retirement Partners’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 		$575K Buy
+9,628
New +$576K 0.01% 973
2025
Q4 		$663K Buy
11,068
+4,314
+64% +$259K 0.01% 811
2025
Q3 		$405K Buy
6,754
+202
+3% +$12.1K 0.01% 844
2025
Q2 		$392K Buy
+6,552
New +$392K 0.01% 812
2024
Q4 		$2.41M Buy
40,283
+31,131
+340% +$1.86M 0.07% 269
2024
Q3 		$548K Sell
9,152
-1,315
-13% -$78.8K 0.02% 610
2024
Q2 		$624K Sell
10,467
-3,053
-23% -$182K 0.02% 549
2024
Q1 		$806K Sell
13,520
-5,961
-31% -$356K 0.03% 406
2023
Q4 		$1.17M Sell
19,481
-614
-3% -$36.6K 0.05% 313
2023
Q3 		$1.19M Sell
20,095
-10,288
-34% -$613K 0.06% 277
2023
Q2 		$1.81M Buy
30,383
+962
+3% +$57.3K 0.09% 214
2023
Q1 		$1.75M Buy
29,421
+25,817
+716% +$1.54M 0.09% 213
2022
Q4 		$214K Sell
3,604
-4,747
-57% -$282K 0.01% 575
2022
Q3 		$495K Buy
8,351
+560
+7% +$33.3K 0.04% 368
2022
Q2 		$463K Buy
7,791
+345
+5% +$20.5K 0.04% 366
2022
Q1 		$443K Buy
+7,446
New +$444K 0.03% 380
2021
Q4 		– Sell
-7,124
Closed -$427K – 802
2021
Q3 		$427K Sell
7,124
-1,866
-21% -$112K 0.04% 322
2021
Q2 		$539K Sell
8,990
-2,229
-20% -$134K 0.06% 277
2021
Q1 		$673K Sell
11,219
-1,731
-13% -$104K 0.08% 216
2020
Q4 		$777K Buy
12,950
+10,632
+459% +$638K 0.1% 184
2020
Q3 		$139K Sell
2,318
-420
-15% -$25.2K 0.02% 424
2020
Q2 		$164K Buy
2,738
+138
+5% +$8.24K 0.03% 391
2020
Q1 		$153K Sell
2,600
-225
-8% -$13.5K 0.03% 365
2019
Q4 		$170K Buy
2,825
+1,111
+65% +$66.8K 0.03% 395
2019
Q3 		$103K Buy
1,714
+1,030
+151% +$61.9K 0.02% 465
2019
Q2 		$41K Buy
684
+344
+101% +$20.7K 0.01% 653
2019
Q1 		$20K Sell
340
-6,871
-95% -$412K ﹤0.01% 824
2018
Q4 		$432K Sell
7,211
-132
-2% -$7.92K 0.11% 182
2018
Q3 		$441K Buy
7,343
+3,529
+93% +$212K 0.1% 183
2018
Q2 		$229K Sell
3,814
-122
-3% -$7.32K 0.06% 262
2018
Q1 		$236K Buy
3,936
+3,551
+922% +$213K 0.07% 258
2017
Q4 		$23K Sell
385
-627
-62% -$37.6K 0.01% 688
2017
Q3 		$61K Sell
1,012
-409
-29% -$24.5K 0.03% 400
2017
Q2 		$85K Sell
1,421
-4,372
-75% -$262K 0.04% 322
2017
Q1 		$347K Buy
+5,793
New +$347K 0.19% 112

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Global Retirement Partners's FTSM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2026: 9,628 shares worth $575K. The stake represents 0.01% of the portfolio and ranks #973 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FTSM as recently as Q4 2025.

Global Retirement Partners first reported a position in FTSM in Q1 2017 and has held it in 35 quarters since. The position peaked at $2.41M in Q4 2024. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Global Retirement Partners held 9,628 shares of First Trust Enhanced Short Maturity ETF worth $575K as of Q2 2026.
  • First Trust Enhanced Short Maturity ETF was a new Global Retirement Partners position in Q2 2026.
  • First Trust Enhanced Short Maturity ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #973 holding.
  • Global Retirement Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2017 and has held it in 35 quarters since.
  • Global Retirement Partners's First Trust Enhanced Short Maturity ETF position peaked at $2.41M in Q4 2024.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.