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Keystone Financial Group (Kentucky)’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Keystone Financial Group (Kentucky)’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 		$1.39M Buy
23,281
+6,794
+41% +$407K 0.08% 176
2026
Q1 		$986K Buy
+16,487
New +$989K 0.07% 200
2022
Q4 		– Sell
-4,180
Closed -$248K – 291
2022
Q3 		$248K Sell
4,180
-477
-10% -$28.3K 0.05% 229
2022
Q2 		$277K Sell
4,657
-553
-11% -$32.9K 0.05% 222
2022
Q1 		$310K Sell
5,210
-3,986
-43% -$238K 0.05% 223
2021
Q4 		$550K Sell
9,196
-21,017
-70% -$1.26M 0.09% 155
2021
Q3 		$1.81M Sell
30,213
-2,909
-9% -$174K 0.33% 70
2021
Q2 		$1.99M Sell
33,122
-2,069
-6% -$124K 0.36% 64
2021
Q1 		$2.11M Sell
35,191
-15,303
-30% -$918K 0.41% 58
2020
Q4 		$3.03M Sell
50,494
-27,527
-35% -$1.65M 0.63% 36
2020
Q3 		$4.68M Buy
78,021
+10,425
+15% +$626K 1.15% 18
2020
Q2 		$4.05M Buy
67,596
+2,296
+4% +$137K 1.1% 18
2020
Q1 		$3.85M Sell
65,300
-33,019
-34% -$1.98M 1.28% 15
2019
Q4 		$5.91M Buy
98,319
+32,796
+50% +$1.97M 1.59% 11
2019
Q3 		$3.94M Buy
65,523
+2,128
+3% +$128K 1.21% 13
2019
Q2 		$3.81M Buy
63,395
+913
+1% +$54.8K 1.24% 14
2019
Q1 		$3.75M Sell
62,482
-2,201
-3% -$132K 1.33% 14
2018
Q4 		$3.87M Buy
64,683
+3,721
+6% +$223K 1.75% 10
2018
Q3 		$3.66M Buy
60,962
+4,757
+8% +$286K 1.5% 13
2018
Q2 		$3.37M Buy
56,205
+6,044
+12% +$363K 1.88% 10
2018
Q1 		$3.01M Sell
50,161
-386,996
-89% -$23.2M 1.67% 11
2017
Q4 		$14.9M Buy
+437,157
New +$26.2M 9.24% 1

Other funds holding FTSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BC
BDFS Capital Rehoboth Beach, Delaware $230M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
GCWM
Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s FTSM Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 41% in Q2 2026, buying an estimated $407K and bringing the position to 23,281 shares worth $1.39M. The position accounts for 0.08% of the portfolio, ranked #176.

Keystone Financial Group (Kentucky) first reported a position in FTSM in Q4 2017 and has held it in 22 quarters since. The position peaked at $14.9M in Q4 2017. 272 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 23,281 shares of First Trust Enhanced Short Maturity ETF worth $1.39M as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 6,794 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $407K.
  • First Trust Enhanced Short Maturity ETF made up 0.08% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #176 holding.
  • Keystone Financial Group (Kentucky) first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2017 and has held it in 22 quarters since.
  • Keystone Financial Group (Kentucky)'s First Trust Enhanced Short Maturity ETF position peaked at $14.9M in Q4 2017.
  • 272 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.