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

Plan Group Financial’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
2025 Q4	–	Sell	-9,903	Closed	-$593K	–	207
2025 Q3	$593K	Hold	9,903	–	–	0.16%	111
2025 Q2	$593K	Hold	9,903	–	–	0.2%	102
2025 Q1	$593K	Sell	9,903 -50	-0.5%	-$3K	0.21%	88
2024 Q4	$595K	Hold	9,953	–	–	0.31%	62
2024 Q3	$596K	Buy	9,953 +1	+0%	+$60	0.31%	64
2024 Q2	$593K	Sell	9,952 -1,166	-10%	-$69.6K	0.36%	62
2024 Q1	$663K	Buy	11,118 +5,769	+108%	+$345K	0.44%	41
2023 Q4	$319K	Sell	5,349 -5,798	-52%	-$346K	0.28%	48
2023 Q3	$662K	Buy	+11,147	New	+$664K	0.48%	33
2022 Q2	$978K	Buy	+16,478	New	+$980K	1.68%	20

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Plan Group Financial's FTSM Position: Q4 2025 in Review

Plan Group Financial sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2025, closing a stake of 9,903 shares — an estimated $593K sold.

Plan Group Financial first reported a position in FTSM in Q2 2022 and held it in 10 quarters. The position peaked at $978K in Q2 2022. 401 funds tracked by Wall St. Rank hold FTSM as of Q4 2025.

Plan Group Financial reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2025 after selling out during the quarter.
Plan Group Financial sold 9,903 First Trust Enhanced Short Maturity ETF shares in Q4 2025, an estimated $593K.
Plan Group Financial first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2022 and held it in 10 quarters.
Plan Group Financial's First Trust Enhanced Short Maturity ETF position peaked at $978K in Q2 2022.
401 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2025.

Based on Plan Group Financial's 13F filing for Q4 2025, filed 3 Feb 2026.