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

Maia Wealth’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	$1.69M	Buy	28,369 +3,085	+12%	+$185K	0.25%	113
2026 Q1	$1.51M	Sell	25,284 -1,517	-6%	-$91K	0.26%	113
2025 Q4	$1.61M	Sell	26,801 -2,249	-8%	-$135K	0.27%	104
2025 Q3	$1.74M	Sell	29,050 -15,452	-35%	-$927K	0.29%	96
2025 Q2	$2.66M	Sell	44,502 -6,018	-12%	-$360K	0.51%	51
2025 Q1	$3.02M	Buy	50,520 +21,434	+74%	+$1.28M	0.69%	37
2024 Q4	$1.74M	Buy	29,086 +8,638	+42%	+$517K	0.38%	64
2024 Q3	$1.23M	Sell	20,448 -648	-3%	-$38.8K	0.3%	78
2024 Q2	$1.26M	Buy	+21,096	New	+$1.26M	0.38%	64
2023 Q4	$1.43M	Buy	+24,025	New	+$1.43M	0.58%	40

Other funds holding FTSM

BDFS Capital Rehoboth Beach, Delaware $230M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Maia Wealth's FTSM Position: Q2 2026 in Review

Maia Wealth increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 12% in Q2 2026, buying an estimated $185K and bringing the position to 28,369 shares worth $1.69M. The position accounts for 0.25% of the portfolio, ranked #113.

Maia Wealth first reported a position in FTSM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.02M in Q1 2025. 171 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Maia Wealth held 28,369 shares of First Trust Enhanced Short Maturity ETF worth $1.69M as of Q2 2026.
Maia Wealth bought 3,085 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $185K.
First Trust Enhanced Short Maturity ETF made up 0.25% of Maia Wealth's portfolio in Q2 2026, its #113 holding.
Maia Wealth first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's First Trust Enhanced Short Maturity ETF position peaked at $3.02M in Q1 2025.
171 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.