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

Merit 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 Q3	$2.11M	Sell	35,496 -8,317	-19%	-$497K	0.01%	775
2026 Q2	$2.62M	Sell	43,813 -3,491	-7%	-$209K	0.02%	636
2026 Q1	$2.83M	Buy	47,304 +1,636	+4%	+$98.1K	0.02%	551
2025 Q4	$2.74M	Buy	+45,668	New	+$2.74M	0.02%	529
2024 Q4	–	Sell	-3,669	Closed	-$220K	–	1167
2024 Q3	$220K	Buy	+3,669	New	+$220K	﹤0.01%	764
2024 Q1	–	Sell	-4,049	Closed	-$242K	–	877
2023 Q4	$242K	Sell	4,049 -45,798	-92%	-$2.73M	0.01%	677
2023 Q3	$2.96M	Sell	49,847 -3,208	-6%	-$191K	0.1%	162
2023 Q2	$3.15M	Buy	53,055 +3,061	+6%	+$182K	0.1%	153
2023 Q1	$2.98M	Buy	+49,994	New	+$2.98M	0.11%	145
2019 Q4	–	Sell	-8,573	Closed	-$515K	–	239
2019 Q3	$515K	Buy	+8,573	New	+$515K	0.06%	83

Other funds holding FTSM

LPL Financial San Diego, California $468B AUM 17.69% 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

Tucker Asset Management Littleton, Colorado $406M AUM 20.49% 1-Year Est. Return

Merit Financial Group's FTSM Position: Q3 2026 in Review

Merit Financial Group reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 19% in Q3 2026, selling an estimated $497K and leaving 35,496 shares worth $2.11M. The position accounts for 0.01% of the portfolio, ranked #775.

Merit Financial Group first reported a position in FTSM in Q3 2019 and has held it in 10 quarters since. The position peaked at $3.15M in Q2 2023. 265 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

Merit Financial Group held 35,496 shares of First Trust Enhanced Short Maturity ETF worth $2.11M as of Q3 2026.
Merit Financial Group sold 8,317 First Trust Enhanced Short Maturity ETF shares in Q3 2026, an estimated $497K.
First Trust Enhanced Short Maturity ETF made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #775 holding.
Merit Financial Group first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2019 and has held it in 10 quarters since.
Merit Financial Group's First Trust Enhanced Short Maturity ETF position peaked at $3.15M in Q2 2023.
265 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.