Harmony Asset Management
FTSM icon

Harmony Asset Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Harmony Asset 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 		– Sell
-3,370
Closed -$201K – 201
2026
Q2 		$201K Hold
3,370
– – 0.05% 200
2026
Q1 		$201K Sell
3,370
-60
-2% -$3.6K 0.06% 194
2025
Q4 		$206K Buy
+3,430
New +$206K 0.07% 175

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TCP Asset Management
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Guided Capital Wealth Management
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Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 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

Harmony Asset Management's FTSM Position: Q3 2026 in Review

Harmony Asset Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2026, closing a stake of 3,370 shares — an estimated $201K sold.

Harmony Asset Management first reported a position in FTSM in Q4 2025 and held it in 3 quarters. The position peaked at $206K in Q4 2025. 100 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

  • Harmony Asset Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2026 after selling out during the quarter.
  • Harmony Asset Management sold 3,370 First Trust Enhanced Short Maturity ETF shares in Q3 2026, an estimated $201K.
  • Harmony Asset Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2025 and held it in 3 quarters.
  • Harmony Asset Management's First Trust Enhanced Short Maturity ETF position peaked at $206K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.