SFG
FTSM icon

SageGuard Financial Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

SageGuard Financial 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 		$5.16M Buy
86,366
+2,518
+3% +$151K 0.72% 46
2026
Q1 		$5.01M Buy
+83,848
New +$5.03M 0.78% 43

Other funds holding FTSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

SageGuard Financial Group's FTSM Position: Q2 2026 in Review

SageGuard Financial Group increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 3% in Q2 2026, buying an estimated $151K and bringing the position to 86,366 shares worth $5.16M. The position accounts for 0.72% of the portfolio, ranked #46.

SageGuard Financial Group first reported a position in FTSM in Q1 2026 and has held it in 2 quarters since. 271 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • SageGuard Financial Group held 86,366 shares of First Trust Enhanced Short Maturity ETF worth $5.16M as of Q2 2026.
  • SageGuard Financial Group bought 2,518 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $151K.
  • First Trust Enhanced Short Maturity ETF made up 0.72% of SageGuard Financial Group's portfolio in Q2 2026, its #46 holding.
  • SageGuard Financial Group first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2026 and has held it in 2 quarters since.
  • 271 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.