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

Redwood Wealth Management 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	–	Sell	-3,559	Closed	-$213K	–	42
2026 Q1	$213K	Sell	3,559 -91	-2%	-$5.46K	0.09%	165
2025 Q4	$219K	Sell	3,650 -176	-5%	-$10.6K	0.09%	174
2025 Q3	$229K	Sell	3,826 -1,346	-26%	-$80.7K	0.1%	159
2025 Q2	$310K	Sell	5,172 -190	-4%	-$11.4K	0.14%	131
2025 Q1	$321K	Sell	5,362 -836	-13%	-$50.1K	0.16%	118
2024 Q4	$371K	Sell	6,198 -104	-2%	-$6.23K	0.18%	113
2024 Q3	$377K	Sell	6,302 -101	-2%	-$6.05K	0.19%	111
2024 Q2	$382K	Sell	6,403 -302	-5%	-$18K	0.29%	82
2024 Q1	$400K	Sell	6,705 -627	-9%	-$37.5K	0.42%	71
2023 Q4	$437K	Sell	7,332 -967	-12%	-$57.6K	0.49%	63
2023 Q3	$493K	Sell	8,299 -713	-8%	-$42.5K	0.58%	53
2023 Q2	$535K	Sell	9,012 -1,780	-16%	-$106K	0.59%	47
2023 Q1	$642K	Sell	10,792 -1,390	-11%	-$82.8K	0.73%	38
2022 Q4	$724K	Buy	+12,182	New	+$724K	0.9%	31

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

Redwood Wealth Management Group's FTSM Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2026, closing a stake of 3,559 shares — an estimated $213K sold.

Redwood Wealth Management Group first reported a position in FTSM in Q4 2022 and held it in 14 quarters. The position peaked at $724K in Q4 2022. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Redwood Wealth Management Group reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 3,559 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $213K.
Redwood Wealth Management Group first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and held it in 14 quarters.
Redwood Wealth Management Group's First Trust Enhanced Short Maturity ETF position peaked at $724K in Q4 2022.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.