Great Valley Advisor Group
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Great Valley Advisor Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Great Valley Advisor Group’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 		$7.86M Buy
132,123
+23,039
+21% +$1.38M 0.11% 176
2026
Q2 		$6.52M Sell
109,084
-7,353
-6% -$440K 0.1% 181
2026
Q1 		$6.96M Buy
116,437
+26,553
+30% +$1.59M 0.13% 158
2025
Q4 		$5.39M Buy
89,884
+1,169
+1% +$70.1K 0.1% 175
2025
Q3 		$5.31M Buy
88,715
+1,991
+2% +$119K 0.11% 173
2025
Q2 		$5.19M Buy
86,724
+4,487
+5% +$269K 0.12% 169
2025
Q1 		$4.92M Buy
82,237
+4,077
+5% +$244K 0.11% 177
2024
Q4 		$4.67M Buy
78,160
+1,449
+2% +$86.8K 0.1% 182
2024
Q3 		$4.59M Buy
+76,711
New +$4.59M 0.11% 179
2022
Q4 		– Sell
-87,897
Closed -$5.21M – 721
2022
Q3 		$5.21M Buy
87,897
+81,550
+1,285% +$4.85M 0.29% 84
2022
Q2 		$377K Buy
+6,347
New +$378K 0.02% 495

Other funds holding FTSM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
BDFS Capital
BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return
Hansen & Associates Financial Group
Hansen & Associates Financial Group Roseville, California $175M AUM 8.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Guided Capital Wealth Management
Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return
Tucker Asset Management
Tucker Asset Management Littleton, Colorado $406M AUM 20.49% 1-Year Est. Return

Great Valley Advisor Group's FTSM Position: Q3 2026 in Review

Great Valley Advisor Group increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 21% in Q3 2026, buying an estimated $1.38M and bringing the position to 132,123 shares worth $7.86M. The position accounts for 0.11% of the portfolio, ranked #176.

Great Valley Advisor Group first reported a position in FTSM in Q2 2022 and has held it in 11 quarters since. 265 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

  • Great Valley Advisor Group held 132,123 shares of First Trust Enhanced Short Maturity ETF worth $7.86M as of Q3 2026.
  • Great Valley Advisor Group bought 23,039 First Trust Enhanced Short Maturity ETF shares in Q3 2026, an estimated $1.38M.
  • First Trust Enhanced Short Maturity ETF made up 0.11% of Great Valley Advisor Group's portfolio in Q3 2026, its #176 holding.
  • Great Valley Advisor Group first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2022 and has held it in 11 quarters since.
  • 265 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.