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 Q3	$38.2M	Buy	642,454 +13,717	+2%	+$820K	22.17%	1
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return

Hansen & Associates Financial Group Roseville, California $175M AUM 8.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Guided Capital Wealth Management's FTSM Position: Q3 2026 in Review

Guided Capital Wealth Management increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 2.2% in Q3 2026, buying an estimated $820K and bringing the position to 642,454 shares worth $38.2M. The position accounts for 22.17% of the portfolio, ranked #1.

Guided Capital Wealth Management first reported a position in FTSM in Q4 2024 and has held it in 8 quarters since. 324 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

Guided Capital Wealth Management held 642,454 shares of First Trust Enhanced Short Maturity ETF worth $38.2M as of Q3 2026.
Guided Capital Wealth Management bought 13,717 First Trust Enhanced Short Maturity ETF shares in Q3 2026, an estimated $820K.
First Trust Enhanced Short Maturity ETF made up 22.17% of Guided Capital Wealth Management's portfolio in Q3 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 8 quarters since.
324 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on Guided Capital Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.