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Golden State Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Golden State 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 		$2.82M Sell
47,208
-220
-0.5% -$13.2K 0.26% 92
2026
Q1 		$2.84M Sell
47,428
-43
-0.1% -$2.58K 0.31% 68
2025
Q4 		$2.84M Buy
47,471
+6,653
+16% +$399K 0.3% 66
2025
Q3 		$2.45M Sell
40,818
-4,728
-10% -$284K 0.27% 70
2025
Q2 		$2.73M Sell
45,546
-2,893
-6% -$173K 0.33% 59
2025
Q1 		$2.9M Sell
48,439
-7,179
-13% -$430K 0.43% 47
2024
Q4 		$3.32M Buy
+55,618
New +$3.33M 0.5% 40
2022
Q1 		$6.54M Sell
109,895
-10,157
-8% -$606K 1.28% 16
2021
Q4 		$7.18M Buy
120,052
+31
+0% +$1.86K 1.24% 16
2021
Q3 		$7.2M Sell
120,021
-810
-0.7% -$48.6K 1.56% 13
2021
Q2 		$7.24M Sell
120,831
-4,703
-4% -$282K 1.6% 14
2021
Q1 		$7.53M Sell
125,534
-11,271
-8% -$676K 2.48% 9
2020
Q4 		$8.21M Buy
136,805
+1,616
+1% +$97K 2.38% 8
2020
Q3 		$8.11M Buy
+135,189
New +$8.12M 2.71% 6
2020
Q2 		– Sell
-102,316
Closed -$6.04M – 505
2020
Q1 		$6.04M Buy
+102,316
New +$6.12M 2.66% 5
2019
Q4 		– Sell
-91,665
Closed -$5.51M – 375
2019
Q3 		$5.51M Buy
91,665
+3,025
+3% +$182K 1.82% 9
2019
Q2 		$5.32M Buy
88,640
+30,560
+53% +$1.84M 1.69% 10
2019
Q1 		$3.48M Buy
+58,080
New +$3.48M 1.16% 18

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

Golden State Wealth Management's FTSM Position: Q2 2026 in Review

Golden State Wealth Management reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.46% in Q2 2026, selling an estimated $13.2K and leaving 47,208 shares worth $2.82M. The position accounts for 0.26% of the portfolio, ranked #92.

Golden State Wealth Management first reported a position in FTSM in Q1 2019 and has held it in 18 quarters since. The position peaked at $8.21M in Q4 2020. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Golden State Wealth Management held 47,208 shares of First Trust Enhanced Short Maturity ETF worth $2.82M as of Q2 2026.
  • Golden State Wealth Management sold 220 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $13.2K.
  • First Trust Enhanced Short Maturity ETF made up 0.26% of Golden State Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Golden State Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2019 and has held it in 18 quarters since.
  • Golden State Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $8.21M in Q4 2020.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.