Proactive Wealth Strategies’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Proactive Wealth Strategies’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	$7.69M	Sell	129,275 -147	-0.1%	-$8.79K	1.19%	25
2026 Q2	$7.73M	Sell	129,422 -4,103	-3%	-$246K	1.24%	23
2026 Q1	$7.98M	Buy	133,525 +66,550	+99%	+$3.99M	1.5%	17
2025 Q4	$4.01M	Buy	66,975 +318	+0.5%	+$19.1K	1.59%	16
2025 Q3	$3.99M	Buy	66,657 +994	+2%	+$59.6K	1.72%	12
2025 Q2	$3.93M	Buy	65,663 +1,481	+2%	+$88.7K	1.86%	11
2025 Q1	$3.84M	Buy	64,182 +7,080	+12%	+$424K	2.05%	9
2024 Q4	$3.41M	Buy	57,102 +2,344	+4%	+$140K	1.78%	13
2024 Q3	$3.28M	Buy	+54,758	New	+$3.28M	1.82%	12

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

Proactive Wealth Strategies's FTSM Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.11% in Q3 2026, selling an estimated $8.79K and leaving 129,275 shares worth $7.69M. The position accounts for 1.19% of the portfolio, ranked #25.

Proactive Wealth Strategies first reported a position in FTSM in Q3 2024 and has held it in 9 quarters since. The position peaked at $7.98M in Q1 2026. 287 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

Proactive Wealth Strategies held 129,275 shares of First Trust Enhanced Short Maturity ETF worth $7.69M as of Q3 2026.
Proactive Wealth Strategies sold 147 First Trust Enhanced Short Maturity ETF shares in Q3 2026, an estimated $8.79K.
First Trust Enhanced Short Maturity ETF made up 1.19% of Proactive Wealth Strategies's portfolio in Q3 2026, its #25 holding.
Proactive Wealth Strategies first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's First Trust Enhanced Short Maturity ETF position peaked at $7.98M in Q1 2026.
287 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.