GWANC
FTSM icon

Guardian Wealth Advisors (North Carolina)’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$431K Sell
7,214
-48,983
-87% -$2.93M 0.02% 263
2026
Q1 		$3.36M Buy
56,197
+42
+0.1% +$2.52K 0.21% 71
2025
Q4 		$3.37M Buy
56,155
+2,617
+5% +$157K 0.21% 69
2025
Q3 		$3.21M Buy
53,538
+3,770
+8% +$226K 0.21% 71
2025
Q2 		$2.98M Buy
49,768
+2,383
+5% +$143K 0.21% 69
2025
Q1 		$2.84M Buy
47,385
+762
+2% +$45.6K 0.23% 67
2024
Q4 		$2.79M Buy
46,623
+2,283
+5% +$137K 0.22% 69
2024
Q3 		$2.65M Sell
44,340
-891
-2% -$53.4K 0.28% 51
2024
Q2 		$2.7M Buy
45,231
+3,961
+10% +$236K 0.32% 44
2024
Q1 		$2.46M Sell
41,270
-1,597
-4% -$95.4K 0.3% 46
2023
Q4 		$2.56M Sell
42,867
-2,999
-7% -$179K 0.39% 40
2023
Q3 		$2.74M Buy
45,866
+3,277
+8% +$195K 0.47% 34
2023
Q2 		$2.54M Buy
42,589
+2,900
+7% +$173K 0.44% 28
2023
Q1 		$2.37M Buy
39,689
+27,266
+219% +$1.62M 0.42% 29
2022
Q4 		$738K Sell
12,423
-950
-7% -$56.4K 0.14% 86
2022
Q3 		$795K Sell
13,373
-905
-6% -$53.8K 0.15% 75
2022
Q2 		$849K Sell
14,278
-41,736
-75% -$2.48M 0.16% 73
2022
Q1 		$3.34M Sell
56,014
-32,924
-37% -$1.96M 1.44% 14
2021
Q4 		$5.32M Buy
+88,938
New +$5.32M 2.29% 9

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

Guardian Wealth Advisors (North Carolina)'s FTSM Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 87% in Q2 2026, selling an estimated $2.93M and leaving 7,214 shares worth $431K. The position accounts for 0.02% of the portfolio, ranked #263.

Guardian Wealth Advisors (North Carolina) first reported a position in FTSM in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.32M in Q4 2021. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 7,214 shares of First Trust Enhanced Short Maturity ETF worth $431K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 48,983 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $2.93M.
  • First Trust Enhanced Short Maturity ETF made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #263 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s First Trust Enhanced Short Maturity ETF position peaked at $5.32M in Q4 2021.
  • 421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.