Midwest Financial Network’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Midwest Financial Network’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	$647K	Buy	10,879 +216	+2%	+$12.9K	0.44%	67
2026 Q2	$637K	Sell	10,663 -1,799	-14%	-$108K	0.43%	63
2026 Q1	$745K	Sell	12,462 -1,837	-13%	-$110K	0.59%	49
2025 Q4	$857K	Sell	14,299 -9,247	-39%	-$555K	0.66%	44
2025 Q3	$1.41M	Buy	23,546 +383	+2%	+$23K	1.14%	38
2025 Q2	$1.39M	Buy	23,163 +1,035	+5%	+$62K	1.38%	35
2025 Q1	$1.32M	Buy	22,128 +2,605	+13%	+$156K	1.32%	35
2024 Q4	$1.17M	Buy	+19,523	New	+$1.17M	1.21%	35

Other funds holding FTSM

BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 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

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Midwest Financial Network's FTSM Position: Q3 2026 in Review

Midwest Financial Network increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 2% in Q3 2026, buying an estimated $12.9K and bringing the position to 10,879 shares worth $647K. The position accounts for 0.44% of the portfolio, ranked #67.

Midwest Financial Network first reported a position in FTSM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.41M in Q3 2025. 125 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

Midwest Financial Network held 10,879 shares of First Trust Enhanced Short Maturity ETF worth $647K as of Q3 2026.
Midwest Financial Network bought 216 First Trust Enhanced Short Maturity ETF shares in Q3 2026, an estimated $12.9K.
First Trust Enhanced Short Maturity ETF made up 0.44% of Midwest Financial Network's portfolio in Q3 2026, its #67 holding.
Midwest Financial Network first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and has held it in 8 quarters since.
Midwest Financial Network's First Trust Enhanced Short Maturity ETF position peaked at $1.41M in Q3 2025.
125 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.