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 Q2	–	Sell	-22,719	Closed	-$1.36M	–	860
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	Sell	24,875 -23,250	-48%	-$1.39M	0.28%	81
2024 Q3	$2.88M	Buy	48,125 +22,175	+85%	+$1.33M	0.45%	46
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

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

Golden State Equity Partners's FTSM Position: Q2 2026 in Review

Golden State Equity Partners sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2026, closing a stake of 22,719 shares — an estimated $1.36M sold.

Golden State Equity Partners first reported a position in FTSM in Q1 2023 and held it in 12 quarters. The position peaked at $2.88M in Q3 2024. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Golden State Equity Partners reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 22,719 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $1.36M.
Golden State Equity Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2023 and held it in 12 quarters.
Golden State Equity Partners's First Trust Enhanced Short Maturity ETF position peaked at $2.88M in Q3 2024.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.