IWN
FTSM icon

Independent Wealth Network’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Independent Wealth Network’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 		$305K Sell
5,124
-876
-15% -$52.4K 0.08% 248
2026
Q2 		$358K Buy
+6,000
New +$359K 0.09% 222
2026
Q1 		– Sell
-4,729
Closed -$283K – 314
2025
Q4 		$283K Sell
4,729
-987
-17% -$59.2K 0.09% 213
2025
Q3 		$342K Sell
5,716
-2,655
-32% -$159K 0.11% 194
2025
Q2 		$501K Sell
8,371
-6,151
-42% -$368K 0.18% 139
2025
Q1 		$869K Sell
14,522
-2,515
-15% -$151K 0.35% 79
2024
Q4 		$1.02M Sell
17,037
-1,262
-7% -$75.6K 0.41% 62
2024
Q3 		$1.1M Sell
18,299
-5,465
-23% -$327K 0.48% 48
2024
Q2 		$1.42M Buy
23,764
+3,313
+16% +$198K 0.66% 38
2024
Q1 		$1.22M Sell
20,451
-10,936
-35% -$654K 0.57% 42
2023
Q4 		$1.87M Buy
31,387
+12,128
+63% +$723K 0.99% 22
2023
Q3 		$1.14M Buy
19,259
+1,263
+7% +$75.2K 0.7% 34
2023
Q2 		$1.07M Buy
17,996
+632
+4% +$37.7K 0.64% 36
2023
Q1 		$1.03M Buy
17,364
+11,335
+188% +$675K 0.66% 34
2022
Q4 		$358K Buy
+6,029
New +$358K 0.25% 102

Other funds holding FTSM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
BDFS Capital
BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Guided Capital Wealth Management
Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return
Tucker Asset Management
Tucker Asset Management Littleton, Colorado $406M AUM 20.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Independent Wealth Network's FTSM Position: Q3 2026 in Review

Independent Wealth Network reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 15% in Q3 2026, selling an estimated $52.4K and leaving 5,124 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #248.

Independent Wealth Network first reported a position in FTSM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.87M in Q4 2023. 244 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

  • Independent Wealth Network held 5,124 shares of First Trust Enhanced Short Maturity ETF worth $305K as of Q3 2026.
  • Independent Wealth Network sold 876 First Trust Enhanced Short Maturity ETF shares in Q3 2026, an estimated $52.4K.
  • First Trust Enhanced Short Maturity ETF made up 0.08% of Independent Wealth Network's portfolio in Q3 2026, its #248 holding.
  • Independent Wealth Network first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and has held it in 15 quarters since.
  • Independent Wealth Network's First Trust Enhanced Short Maturity ETF position peaked at $1.87M in Q4 2023.
  • 244 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.