QWM
FTSM icon

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
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

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

QP Wealth Management's FTSM Position: Q2 2026 in Review

QP Wealth Management increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 15% in Q2 2026, buying an estimated $85.7K and bringing the position to 10,755 shares worth $642K. The position accounts for 0.92% of the portfolio, ranked #32.

QP Wealth Management first reported a position in FTSM in Q2 2023 and has held it in 5 quarters since. 191 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • QP Wealth Management held 10,755 shares of First Trust Enhanced Short Maturity ETF worth $642K as of Q2 2026.
  • QP Wealth Management bought 1,432 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $85.7K.
  • First Trust Enhanced Short Maturity ETF made up 0.92% of QP Wealth Management's portfolio in Q2 2026, its #32 holding.
  • QP Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2023 and has held it in 5 quarters since.
  • 191 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on QP Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.