Gradient Investments
FTSM icon

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
Q3 		$42.4M Sell
713,305
-20,671
-3% -$1.24M 0.61% 47
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

BC
BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Gradient Investments's FTSM Position: Q3 2026 in Review

Gradient Investments reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 2.8% in Q3 2026, selling an estimated $1.24M and leaving 713,305 shares worth $42.4M. The position accounts for 0.61% of the portfolio, ranked #47.

Gradient Investments first reported a position in FTSM in Q3 2018 and has held it in 15 quarters since. The position peaked at $43.8M in Q2 2026. 74 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

  • Gradient Investments held 713,305 shares of First Trust Enhanced Short Maturity ETF worth $42.4M as of Q3 2026.
  • Gradient Investments sold 20,671 First Trust Enhanced Short Maturity ETF shares in Q3 2026, an estimated $1.24M.
  • First Trust Enhanced Short Maturity ETF made up 0.61% of Gradient Investments's portfolio in Q3 2026, its #47 holding.
  • Gradient Investments first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2018 and has held it in 15 quarters since.
  • Gradient Investments's First Trust Enhanced Short Maturity ETF position peaked at $43.8M in Q2 2026.
  • 74 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.