Gradient Investments’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Gradient Investments’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	$43.8M	Buy	733,976 +71,051	+11%	+$4.25M	0.6%	50
2026 Q1	$39.6M	Buy	662,925 +34,786	+6%	+$2.09M	0.61%	45
2025 Q4	$37.6M	Buy	628,139 +22,373	+4%	+$1.34M	0.6%	52
2025 Q3	$36.3M	Buy	605,766 +182,583	+43%	+$11M	0.61%	52
2025 Q2	$25.3M	Sell	423,183 -3,818	-0.9%	-$229K	0.46%	72
2025 Q1	$25.6M	Sell	427,001 -107,544	-20%	-$6.44M	0.52%	66
2024 Q4	$31.9M	Sell	534,545 -71,871	-12%	-$4.3M	0.65%	45
2024 Q3	$36.3M	Buy	606,416 +7,358	+1%	+$441K	0.76%	42
2024 Q2	$35.7M	Buy	599,058 +7,081	+1%	+$423K	0.8%	36
2024 Q1	$35.3M	Sell	591,977 -16,711	-3%	-$999K	0.82%	26
2023 Q4	$36.3M	Sell	608,688 -65,899	-10%	-$3.93M	0.88%	25
2023 Q3	$40.1M	Buy	674,587 +6,733	+1%	+$401K	1.06%	23
2023 Q2	$39.7M	Buy	+667,854	New	+$39.8M	1.02%	22
2018 Q4	–	Sell	-129	Closed	-$8K	–	974
2018 Q3	$8K	Buy	+129	New	+$7.74K	﹤0.01%	658

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

Gradient Investments's FTSM Position: Q2 2026 in Review

Gradient Investments increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 11% in Q2 2026, buying an estimated $4.25M and bringing the position to 733,976 shares worth $43.8M. The position accounts for 0.6% of the portfolio, ranked #50.

Gradient Investments first reported a position in FTSM in Q3 2018 and has held it in 14 quarters since. 424 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Gradient Investments held 733,976 shares of First Trust Enhanced Short Maturity ETF worth $43.8M as of Q2 2026.
Gradient Investments bought 71,051 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $4.25M.
First Trust Enhanced Short Maturity ETF made up 0.6% of Gradient Investments's portfolio in Q2 2026, its #50 holding.
Gradient Investments first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2018 and has held it in 14 quarters since.
424 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.