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Golden State Equity Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Golden State Equity 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
Q1 		$1.36M Buy
22,719
+13,122
+137% +$787K 0.1% 226
2025
Q4 		$575K Sell
9,597
-11,057
-54% -$663K 0.09% 250
2025
Q3 		$1.24M Sell
20,654
-1,216
-6% -$72.9K 0.21% 118
2025
Q2 		$1.31M Sell
21,870
-2,254
-9% -$135K 0.24% 95
2025
Q1 		$1.44M Sell
24,124
-751
-3% -$45K 0.29% 89
2024
Q4 		$1.49M Buy
24,875
+612
+3% +$36.7K 0.28% 81
2024
Q3 		$1.45M Sell
24,263
-1,687
-7% -$101K 0.76% 22
2024
Q2 		$1.55M Buy
+25,950
New +$1.55M 0.32% 73
2023
Q4 		$1.15M Sell
19,196
-4,834
-20% -$288K 0.28% 94
2023
Q3 		$1.43M Buy
24,030
+17,665
+278% +$1.05M 0.4% 65
2023
Q2 		$378K Sell
6,365
-4,785
-43% -$285K 0.11% 224
2023
Q1 		$664K Buy
+11,150
New +$664K 0.36% 77

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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.16B AUM 23.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return