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Larson Financial Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Larson Financial Group’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 		$83.7K Sell
1,402
-165
-11% -$9.88K ﹤0.01% 1269
2026
Q1 		$93.7K Buy
1,567
+259
+20% +$15.5K ﹤0.01% 1022
2025
Q4 		$78.4K Sell
1,308
-34
-3% -$2.04K ﹤0.01% 1026
2025
Q3 		$80.4K Sell
1,342
-151
-10% -$9.06K ﹤0.01% 976
2025
Q2 		$89.4K Sell
1,493
-72
-5% -$4.31K ﹤0.01% 887
2025
Q1 		$93.7K Sell
1,565
-121
-7% -$7.25K ﹤0.01% 815
2024
Q4 		$101K Buy
1,686
+11
+0.7% +$659 0.01% 728
2024
Q3 		$100K Sell
1,675
-11
-0.7% -$659 0.01% 732
2024
Q2 		$100K Sell
1,686
-365
-18% -$21.8K 0.01% 647
2024
Q1 		$122K Sell
2,051
-875
-30% -$52.3K 0.01% 504
2023
Q4 		$175K Sell
2,926
-3,680
-56% -$219K 0.02% 383
2023
Q3 		$393K Buy
6,606
+1
+0% +$60 0.04% 221
2023
Q2 		$392K Sell
6,605
-691
-9% -$41.2K 0.04% 222
2023
Q1 		$434K Buy
7,296
+1
+0% +$60 0.05% 217
2022
Q4 		$434K Sell
7,295
-527
-7% -$31.3K 0.05% 205
2022
Q3 		$464K Sell
7,822
-1,234
-14% -$73.3K 0.07% 175
2022
Q2 		$538K Sell
9,056
-18
-0.2% -$1.07K 0.09% 101
2022
Q1 		$540K Sell
9,074
-3,152
-26% -$188K 0.09% 103
2021
Q4 		$731K Buy
12,226
+143
+1% +$8.56K 0.12% 88
2021
Q3 		$724K Buy
12,083
+2
+0% +$120 0.14% 66
2021
Q2 		$724K Buy
12,081
+3,645
+43% +$219K 0.17% 57
2021
Q1 		$506K Sell
8,436
-269
-3% -$16.1K 0.15% 59
2020
Q4 		$523K Sell
8,705
-269
-3% -$16.2K 0.18% 57
2020
Q3 		$539K Sell
8,974
-31,338
-78% -$1.88M 0.22% 51
2020
Q2 		$2.42M Sell
40,312
-10,401
-21% -$621K 1.15% 25
2020
Q1 		$2.99M Sell
50,713
-33,370
-40% -$2M 1.87% 16
2019
Q4 		$5.05M Buy
84,083
+26,673
+46% +$1.6M 2.91% 12
2019
Q3 		$3.45M Buy
+57,410
New +$3.45M 2.25% 14

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

Larson Financial Group's FTSM Position: Q2 2026 in Review

Larson Financial Group reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 11% in Q2 2026, selling an estimated $9.88K and leaving 1,402 shares worth $83.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Larson Financial Group first reported a position in FTSM in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.05M in Q4 2019. 424 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Larson Financial Group held 1,402 shares of First Trust Enhanced Short Maturity ETF worth $83.7K as of Q2 2026.
  • Larson Financial Group sold 165 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $9.88K.
  • First Trust Enhanced Short Maturity ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1269 holding.
  • Larson Financial Group first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2019 and has held it in 28 quarters since.
  • Larson Financial Group's First Trust Enhanced Short Maturity ETF position peaked at $5.05M in Q4 2019.
  • 424 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.