LeClair Wealth Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

LeClair Wealth Partners’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	$25.7M	Buy	+431,561	New	+$25.8M	11.04%	1

Other funds holding FTSM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return

Hansen & Associates Financial Group Roseville, California $175M AUM 8.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return

LeClair Wealth Partners's FTSM Position: Q3 2026 in Review

LeClair Wealth Partners opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2026: 431,561 shares worth $25.7M. The stake represents 11.04% of the portfolio and ranks #1 among its holdings.

287 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

LeClair Wealth Partners held 431,561 shares of First Trust Enhanced Short Maturity ETF worth $25.7M as of Q3 2026.
First Trust Enhanced Short Maturity ETF was a new LeClair Wealth Partners position in Q3 2026.
First Trust Enhanced Short Maturity ETF made up 11.04% of LeClair Wealth Partners's portfolio in Q3 2026, its #1 holding.
287 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on LeClair Wealth Partners's 13F filing for Q3 2026, filed 10 Nov 2026.