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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

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
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

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. 247 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.
  • 247 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.