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

Legacy Capital 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
2025 Q2	–	Sell	-3,344	Closed	-$200K	–	378
2025 Q1	$200K	Buy	+3,344	New	+$200K	0.05%	345
2024 Q4	–	Sell	-3,344	Closed	-$200K	–	363
2024 Q3	$200K	Buy	+3,344	New	+$200K	0.04%	351
2024 Q1	–	Sell	-3,985	Closed	-$238K	–	192
2023 Q4	$238K	Sell	3,985 -9,887	-71%	-$589K	0.07%	253
2023 Q3	$824K	Sell	13,872 -36,860	-73%	-$2.2M	0.23%	91
2023 Q2	$3.01M	Sell	50,732 -84,091	-62%	-$5.01M	2.5%	14
2023 Q1	$8.02M	Sell	134,823 -22,964	-15%	-$1.37M	2.19%	12
2022 Q4	$9.38M	Buy	+157,787	New	+$9.37M	4.48%	9

Other funds holding FTSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Legacy Capital Wealth Partners's FTSM Position: Q2 2025 in Review

Legacy Capital Wealth Partners sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2025, closing a stake of 3,344 shares — an estimated $200K sold.

Legacy Capital Wealth Partners first reported a position in FTSM in Q4 2022 and held it in 7 quarters. The position peaked at $9.38M in Q4 2022. 418 funds tracked by Wall St. Rank hold FTSM as of Q2 2025.

Legacy Capital Wealth Partners reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2025 after selling out during the quarter.
Legacy Capital Wealth Partners sold 3,344 First Trust Enhanced Short Maturity ETF shares in Q2 2025, an estimated $200K.
Legacy Capital Wealth Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and held it in 7 quarters.
Legacy Capital Wealth Partners's First Trust Enhanced Short Maturity ETF position peaked at $9.38M in Q4 2022.
418 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.