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 Q3	$17.4K	Hold	292	–	–	﹤0.01%	599
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

ORG Wealth Partners's FTSM Position: Q3 2026 in Review

ORG Wealth Partners held its First Trust Enhanced Short Maturity ETF (FTSM) position steady in Q3 2026 at 292 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

ORG Wealth Partners first reported a position in FTSM in Q1 2025 and has held it in 7 quarters since. The position peaked at $17.5K in Q4 2025. 287 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

ORG Wealth Partners held 292 shares of First Trust Enhanced Short Maturity ETF worth $17.4K as of Q3 2026.
ORG Wealth Partners left its First Trust Enhanced Short Maturity ETF share count unchanged in Q3 2026.
First Trust Enhanced Short Maturity ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #599 holding.
ORG Wealth Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2025 and has held it in 7 quarters since.
ORG Wealth Partners's First Trust Enhanced Short Maturity ETF position peaked at $17.5K in Q4 2025.
287 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.