PWS
FTSM icon

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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BC
BDFS Capital Rehoboth Beach, Delaware $230M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
GCWM
Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return

Proactive Wealth Strategies's FTSM Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 3.1% in Q2 2026, selling an estimated $246K and leaving 129,422 shares worth $7.73M. The position accounts for 1.24% of the portfolio, ranked #23.

Proactive Wealth Strategies first reported a position in FTSM in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.98M in Q1 2026. 290 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Proactive Wealth Strategies held 129,422 shares of First Trust Enhanced Short Maturity ETF worth $7.73M as of Q2 2026.
  • Proactive Wealth Strategies sold 4,103 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $246K.
  • First Trust Enhanced Short Maturity ETF made up 1.24% of Proactive Wealth Strategies's portfolio in Q2 2026, its #23 holding.
  • Proactive Wealth Strategies first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2024 and has held it in 8 quarters since.
  • Proactive Wealth Strategies's First Trust Enhanced Short Maturity ETF position peaked at $7.98M in Q1 2026.
  • 290 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.