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

Mainsail 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 		$22.7M Buy
380,580
+67,372
+22% +$4.03M 7.72% 3
2026
Q1 		$18.7M Buy
313,208
+12,081
+4% +$725K 7.8% 3
2025
Q4 		$18M Buy
301,127
+10,737
+4% +$644K 7.51% 3
2025
Q3 		$17.4M Buy
290,390
+19,681
+7% +$1.18M 7.48% 3
2025
Q2 		$16.2M Buy
270,709
+16,361
+6% +$980K 7.55% 3
2025
Q1 		$15.2M Buy
254,348
+9,302
+4% +$557K 8.63% 2
2024
Q4 		$14.6M Buy
245,046
+15,189
+7% +$910K 8.49% 2
2024
Q3 		$13.8M Buy
229,857
+12,197
+6% +$731K 8.17% 2
2024
Q2 		$13M Buy
217,660
+46,982
+28% +$2.81M 7.64% 2
2024
Q1 		$10.2M Buy
170,678
+1,943
+1% +$116K 7.01% 3
2023
Q4 		$10.1M Buy
168,735
+1,959
+1% +$117K 7.82% 2
2023
Q3 		$9.91M Sell
166,776
-10,210
-6% -$608K 8.99% 1
2023
Q2 		$10.5M Sell
176,986
-1,633
-0.9% -$97.3K 9.85% 1
2023
Q1 		$10.6M Sell
178,619
-24,491
-12% -$1.46M 10.34% 1
2022
Q4 		$12.1M Buy
+203,110
New +$12.1M 12.33% 1

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

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

Mainsail Financial Group increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 22% in Q2 2026, buying an estimated $4.03M and bringing the position to 380,580 shares worth $22.7M. The position accounts for 7.72% of the portfolio, ranked #3.

Mainsail Financial Group first reported a position in FTSM in Q4 2022 and has held it in 15 quarters since. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Mainsail Financial Group held 380,580 shares of First Trust Enhanced Short Maturity ETF worth $22.7M as of Q2 2026.
  • Mainsail Financial Group bought 67,372 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $4.03M.
  • First Trust Enhanced Short Maturity ETF made up 7.72% of Mainsail Financial Group's portfolio in Q2 2026, its #3 holding.
  • Mainsail Financial Group first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and has held it in 15 quarters since.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Mainsail Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.