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

Kingsview 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 		$25.6M Buy
427,797
+4,798
+1% +$287K 0.31% 51
2026
Q1 		$25.3M Sell
422,999
-18,536
-4% -$1.11M 0.35% 50
2025
Q4 		$26.5M Buy
441,535
+55,455
+14% +$3.33M 0.38% 49
2025
Q3 		$23.1M Sell
386,080
-8,598
-2% -$516K 0.35% 49
2025
Q2 		$23.6M Sell
394,678
-18,937
-5% -$1.13M 0.4% 44
2025
Q1 		$24.8M Sell
413,615
-46,128
-10% -$2.76M 0.47% 36
2024
Q4 		$27.5M Sell
459,743
-45,648
-9% -$2.73M 0.54% 33
2024
Q3 		$30.3M Buy
505,391
+182,844
+57% +$11M 0.64% 33
2024
Q2 		$19.2M Buy
322,547
+2,644
+0.8% +$158K 0.45% 42
2024
Q1 		$19.1M Buy
319,903
+5,564
+2% +$333K 0.48% 40
2023
Q4 		$18.8M Buy
314,339
+49,541
+19% +$2.95M 0.56% 36
2023
Q3 		$15.7M Buy
264,798
+51,775
+24% +$3.08M 0.57% 31
2023
Q2 		$12.7M Sell
213,023
-1,879
-0.9% -$112K 0.5% 41
2023
Q1 		$12.8M Buy
214,902
+18,184
+9% +$1.08M 0.54% 35
2022
Q4 		$11.7M Buy
196,718
+12,759
+7% +$758K 0.51% 38
2022
Q3 		$10.9M Buy
183,959
+65,251
+55% +$3.88M 0.52% 37
2022
Q2 		$7.05M Buy
118,708
+14,186
+14% +$844K 0.34% 73
2022
Q1 		$6.22M Sell
104,522
-9,363
-8% -$559K 0.27% 88
2021
Q4 		$6.81M Buy
113,885
+2,009
+2% +$120K 0.28% 80
2021
Q3 		$6.71M Buy
111,876
+47,033
+73% +$2.82M 0.32% 68
2021
Q2 		$3.89M Buy
64,843
+3,238
+5% +$194K 0.19% 124
2021
Q1 		$3.69M Buy
61,605
+10,829
+21% +$650K 0.21% 110
2020
Q4 		$3.05M Buy
50,776
+19,078
+60% +$1.15M 0.22% 110
2020
Q3 		$1.9M Buy
31,698
+13,586
+75% +$816K 0.17% 140
2020
Q2 		$1.09M Buy
18,112
+2,161
+14% +$129K 0.11% 192
2020
Q1 		$942K Sell
15,951
-13,138
-45% -$786K 0.13% 185
2019
Q4 		$1.75M Sell
29,089
-2,066
-7% -$124K 0.22% 129
2019
Q3 		$1.87M Buy
31,155
+16,320
+110% +$981K 0.29% 97
2019
Q2 		$891K Buy
14,835
+10,903
+277% +$655K 0.15% 167
2019
Q1 		$236K Buy
+3,932
New +$236K 0.04% 397

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Kingsview Wealth Management increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 1.1% in Q2 2026, buying an estimated $287K and bringing the position to 427,797 shares worth $25.6M. The position accounts for 0.31% of the portfolio, ranked #51.

Kingsview Wealth Management first reported a position in FTSM in Q1 2019 and has held it in 30 quarters since. The position peaked at $30.3M in Q3 2024. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Kingsview Wealth Management held 427,797 shares of First Trust Enhanced Short Maturity ETF worth $25.6M as of Q2 2026.
  • Kingsview Wealth Management bought 4,798 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $287K.
  • First Trust Enhanced Short Maturity ETF made up 0.31% of Kingsview Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Kingsview Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2019 and has held it in 30 quarters since.
  • Kingsview Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $30.3M in Q3 2024.
  • 421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.