Guided Capital Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Guided Capital 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	$37.6M	Buy	628,737 +77,114	+14%	+$4.62M	21.96%	1
2026 Q1	$33M	Buy	551,623 +541,300	+5,244%	+$32.5M	21.76%	1
2025 Q4	$619K	Sell	10,323 -6,078	-37%	-$365K	0.43%	33
2025 Q3	$983K	Sell	16,401 -515	-3%	-$30.9K	0.84%	26
2025 Q2	$1.01M	Sell	16,916 -5,221	-24%	-$313K	0.78%	27
2025 Q1	$1.32M	Sell	22,137 -93,645	-81%	-$5.61M	1.11%	25
2024 Q4	$6.92M	Buy	+115,782	New	+$6.94M	6.34%	4

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

Guided Capital Wealth Management's FTSM Position: Q2 2026 in Review

Guided Capital Wealth Management increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 14% in Q2 2026, buying an estimated $4.62M and bringing the position to 628,737 shares worth $37.6M. The position accounts for 21.96% of the portfolio, ranked #1.

Guided Capital Wealth Management first reported a position in FTSM in Q4 2024 and has held it in 7 quarters since. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Guided Capital Wealth Management held 628,737 shares of First Trust Enhanced Short Maturity ETF worth $37.6M as of Q2 2026.
Guided Capital Wealth Management bought 77,114 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $4.62M.
First Trust Enhanced Short Maturity ETF made up 21.96% of Guided Capital Wealth Management's portfolio in Q2 2026, its #1 holding.
Guided Capital Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and has held it in 7 quarters since.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Guided Capital Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.