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

ORG Wealth Partners’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	$17.4K	Hold	292	–	–	﹤0.01%	460
2026 Q1	$17.5K	Hold	292	–	–	﹤0.01%	430
2025 Q4	$17.5K	Hold	292	–	–	﹤0.01%	419
2025 Q3	$17.5K	Hold	292	–	–	﹤0.01%	415
2025 Q2	$17.5K	Hold	292	–	–	﹤0.01%	441
2025 Q1	$17.5K	Buy	+292	New	+$17.5K	0.01%	462

Other funds holding FTSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ORG Wealth Partners's FTSM Position: Q2 2026 in Review

ORG Wealth Partners held its First Trust Enhanced Short Maturity ETF (FTSM) position steady in Q2 2026 at 292 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

ORG Wealth Partners first reported a position in FTSM in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.5K in Q4 2025. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

ORG Wealth Partners held 292 shares of First Trust Enhanced Short Maturity ETF worth $17.4K as of Q2 2026.
ORG Wealth Partners left its First Trust Enhanced Short Maturity ETF share count unchanged in Q2 2026.
First Trust Enhanced Short Maturity ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #460 holding.
ORG Wealth Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2025 and has held it in 6 quarters since.
ORG Wealth Partners's First Trust Enhanced Short Maturity ETF position peaked at $17.5K in Q4 2025.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.