QP Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

QP Wealth Management’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	$755K	Buy	12,679 +1,924	+18%	+$115K	1.13%	30
2026 Q2	$642K	Buy	10,755 +1,432	+15%	+$85.7K	0.92%	32
2026 Q1	$557K	Buy	9,323 +1,351	+17%	+$81K	0.96%	34
2025 Q4	$478K	Buy	+7,972	New	+$478K	0.42%	59
2023 Q3	$236K	Buy	3,964 +353	+10%	+$21K	0.41%	63
2023 Q2	$215K	Buy	+3,611	New	+$215K	0.34%	64

Other funds holding FTSM

LPL Financial San Diego, California $468B AUM 17.69% 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

Tucker Asset Management Littleton, Colorado $406M AUM 20.49% 1-Year Est. Return

QP Wealth Management's FTSM Position: Q3 2026 in Review

QP Wealth Management increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 18% in Q3 2026, buying an estimated $115K and bringing the position to 12,679 shares worth $755K. The position accounts for 1.13% of the portfolio, ranked #30.

QP Wealth Management first reported a position in FTSM in Q2 2023 and has held it in 6 quarters since. 265 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

QP Wealth Management held 12,679 shares of First Trust Enhanced Short Maturity ETF worth $755K as of Q3 2026.
QP Wealth Management bought 1,924 First Trust Enhanced Short Maturity ETF shares in Q3 2026, an estimated $115K.
First Trust Enhanced Short Maturity ETF made up 1.13% of QP Wealth Management's portfolio in Q3 2026, its #30 holding.
QP Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2023 and has held it in 6 quarters since.
265 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on QP Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.