Prosperity Consulting Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Prosperity Consulting Group’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	$722K	Sell	12,089 -420	-3%	-$25.1K	0.03%	332
2026 Q1	$748K	Sell	12,509 -3,313	-21%	-$199K	0.03%	287
2025 Q4	$948K	Sell	15,822 -1,506	-9%	-$90.4K	0.04%	255
2025 Q3	$1.04M	Sell	17,328 -698	-4%	-$41.9K	0.05%	242
2025 Q2	$1.08M	Sell	18,026 -1,018	-5%	-$61K	0.08%	214
2025 Q1	$1.14M	Sell	19,044 -854	-4%	-$51.2K	0.09%	201
2024 Q4	$1.19M	Sell	19,898 -914	-4%	-$54.7K	0.09%	205
2024 Q3	$1.25M	Buy	+20,812	New	+$1.25M	0.1%	202

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

Prosperity Consulting Group's FTSM Position: Q2 2026 in Review

Prosperity Consulting Group reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 3.4% in Q2 2026, selling an estimated $25.1K and leaving 12,089 shares worth $722K. The position accounts for 0.03% of the portfolio, ranked #332.

Prosperity Consulting Group first reported a position in FTSM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.25M in Q3 2024. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Prosperity Consulting Group held 12,089 shares of First Trust Enhanced Short Maturity ETF worth $722K as of Q2 2026.
Prosperity Consulting Group sold 420 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $25.1K.
First Trust Enhanced Short Maturity ETF made up 0.03% of Prosperity Consulting Group's portfolio in Q2 2026, its #332 holding.
Prosperity Consulting Group first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2024 and has held it in 8 quarters since.
Prosperity Consulting Group's First Trust Enhanced Short Maturity ETF position peaked at $1.25M in Q3 2024.
421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.