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

SeaCrest 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 		$460K Sell
7,728
-11
-0.1% -$658 0.05% 299
2026
Q2 		$462K Sell
7,739
-866
-10% -$51.8K 0.05% 303
2026
Q1 		$514K Sell
8,605
-335
-4% -$20.1K 0.06% 319
2025
Q4 		$536K Sell
8,940
-1,684
-16% -$101K 0.05% 305
2025
Q3 		$637K Sell
10,624
-6,734
-39% -$404K 0.07% 264
2025
Q2 		$1.04M Sell
17,358
-997
-5% -$59.7K 0.11% 172
2025
Q1 		$1.1M Sell
18,355
-1,003
-5% -$60.1K 0.12% 159
2024
Q4 		$1.16M Sell
19,358
-235
-1% -$14.1K 0.12% 160
2024
Q3 		$1.17M Buy
19,593
+354
+2% +$21.2K 0.13% 154
2024
Q2 		$1.15M Hold
19,239
– – 0.13% 155
2024
Q1 		$1.15M Hold
19,239
– – 0.14% 158
2023
Q4 		$1.15M Hold
19,239
– – 0.14% 145
2023
Q3 		$1.14M Hold
19,239
– – 0.15% 141
2023
Q2 		$1.14M Buy
19,239
+4,467
+30% +$266K 0.14% 149
2023
Q1 		$879K Buy
14,772
+1,110
+8% +$66.1K 0.12% 190
2022
Q4 		$812K Buy
+13,662
New +$812K 0.12% 206
2022
Q3 		– Sell
-2,963
Closed -$176K – 943
2022
Q2 		$176K Buy
+2,963
New +$176K 0.02% 655
2021
Q1 		– Sell
-3,572
Closed -$214K – 666
2020
Q4 		$214K Hold
3,572
– – 0.03% 546
2020
Q3 		$214K Sell
3,572
-955
-21% -$57.4K 0.03% 492
2020
Q2 		$272K Sell
4,527
-25
-0.5% -$1.49K 0.05% 421
2020
Q1 		$269K Sell
4,552
-118
-3% -$7.06K 0.06% 354
2019
Q4 		$281K Sell
4,670
-232
-5% -$13.9K 0.05% 419
2019
Q3 		$294K Buy
4,902
+997
+26% +$59.9K 0.06% 401
2019
Q2 		$235K Buy
3,905
+3,347
+600% +$201K 0.05% 434
2019
Q1 		$33K Hold
558
– – 0.01% 1079
2018
Q4 		$33K Sell
558
-58
-9% -$3.48K 0.01% 1038
2018
Q3 		$37K Buy
616
+2
+0.3% +$120 0.01% 1121
2018
Q2 		$37K Buy
+614
New +$36.8K 0.01% 1102

Other funds holding FTSM

BDFS Capital
BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Guided Capital Wealth Management
Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Mainsail Financial Group
Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

SeaCrest Wealth Management reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.14% in Q3 2026, selling an estimated $658 and leaving 7,728 shares worth $460K. The position accounts for 0.05% of the portfolio, ranked #299.

SeaCrest Wealth Management first reported a position in FTSM in Q2 2018 and has held it in 28 quarters since. The position peaked at $1.17M in Q3 2024. 125 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

  • SeaCrest Wealth Management held 7,728 shares of First Trust Enhanced Short Maturity ETF worth $460K as of Q3 2026.
  • SeaCrest Wealth Management sold 11 First Trust Enhanced Short Maturity ETF shares in Q3 2026, an estimated $658.
  • First Trust Enhanced Short Maturity ETF made up 0.05% of SeaCrest Wealth Management's portfolio in Q3 2026, its #299 holding.
  • SeaCrest Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2018 and has held it in 28 quarters since.
  • SeaCrest Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $1.17M in Q3 2024.
  • 125 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.