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

IMG 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	$1.2M	Sell	20,013 -4,109	-17%	-$246K	0.67%	25
2026 Q1	$1.44M	Sell	24,122 -534	-2%	-$32K	0.92%	23
2025 Q4	$1.48M	Sell	24,656 -34,695	-58%	-$2.08M	0.94%	21
2025 Q3	$3.56M	Buy	59,351 +4,600	+8%	+$276K	2.41%	13
2025 Q2	$3.28M	Buy	54,751 +2,145	+4%	+$128K	2.54%	13
2025 Q1	$3.15M	Buy	52,606 +1,176	+2%	+$70.4K	2.83%	13
2024 Q4	$3.07M	Buy	+51,430	New	+$3.08M	2.84%	13

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

IMG Wealth Management's FTSM Position: Q2 2026 in Review

IMG Wealth Management reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 17% in Q2 2026, selling an estimated $246K and leaving 20,013 shares worth $1.2M. The position accounts for 0.67% of the portfolio, ranked #25.

IMG Wealth Management first reported a position in FTSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.56M in Q3 2025. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

IMG Wealth Management held 20,013 shares of First Trust Enhanced Short Maturity ETF worth $1.2M as of Q2 2026.
IMG Wealth Management sold 4,109 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $246K.
First Trust Enhanced Short Maturity ETF made up 0.67% of IMG Wealth Management's portfolio in Q2 2026, its #25 holding.
IMG Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and has held it in 7 quarters since.
IMG Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $3.56M in Q3 2025.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.