Mather Group
FTSM icon

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

Mather 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
Q3 		$106K Buy
+1,781
New +$106K ﹤0.01% 946
2024
Q2 		– Sell
-235
Closed -$14K – 2235
2024
Q1 		$14K Buy
+235
New +$14K ﹤0.01% 1128

Other funds holding FTSM

BDFS Capital
BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Guided Capital Wealth Management
Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

Mather Group's FTSM Position: Q3 2026 in Review

Mather Group opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2026: 1,781 shares worth $106K. The stake represents ﹤0.01% of the portfolio and ranks #946 among its holdings. This is a return to the name: Mather Group previously reported a position in FTSM as recently as Q1 2024.

Mather Group first reported a position in FTSM in Q1 2024 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

  • Mather Group held 1,781 shares of First Trust Enhanced Short Maturity ETF worth $106K as of Q3 2026.
  • First Trust Enhanced Short Maturity ETF was a new Mather Group position in Q3 2026.
  • First Trust Enhanced Short Maturity ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #946 holding.
  • Mather Group first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2024 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.