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

Sheets Smith 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 		$238K Hold
4,000
– – 0.02% 369
2026
Q2 		$239K Hold
4,000
– – 0.02% 376
2026
Q1 		$239K Hold
4,000
– – 0.03% 371
2025
Q4 		$240K Hold
4,000
– – 0.03% 373
2025
Q3 		$240K Hold
4,000
– – 0.03% 376
2025
Q2 		$239K Sell
4,000
-24
-0.6% -$1.44K 0.03% 374
2025
Q1 		$241K Hold
4,024
– – 0.03% 328
2024
Q4 		$241K Hold
4,024
– – 0.03% 344
2024
Q3 		$241K Buy
4,024
+1
+0% +$60 0.03% 341
2024
Q2 		$240K Sell
4,023
-1,000
-20% -$59.7K 0.03% 344
2024
Q1 		$299K Hold
5,023
– – 0.03% 321
2023
Q4 		$300K Sell
5,023
-500
-9% -$29.8K 0.04% 287
2023
Q3 		$328K Buy
5,523
+1
+0% +$60 0.05% 264
2023
Q2 		$328K Hold
5,522
– – 0.05% 266
2023
Q1 		$329K Hold
5,522
– – 0.05% 255
2022
Q4 		$328K Sell
5,522
-1,000
-15% -$59.4K 0.05% 243
2022
Q3 		$387K Buy
6,522
+200
+3% +$11.9K 0.06% 218
2022
Q2 		$375K Sell
6,322
-700
-10% -$41.6K 0.06% 219
2022
Q1 		$418K Sell
7,022
-600
-8% -$35.8K 0.06% 241
2021
Q4 		$456K Sell
7,622
-1,500
-16% -$89.8K 0.06% 244
2021
Q3 		$547K Buy
9,122
+500
+6% +$30K 0.07% 208
2021
Q2 		$517K Sell
8,622
-499
-5% -$29.9K 0.07% 216
2021
Q1 		$547K Buy
9,121
+1,500
+20% +$90K 0.08% 193
2020
Q4 		$458K Buy
7,621
+300
+4% +$18K 0.07% 213
2020
Q3 		$439K Buy
7,321
+200
+3% +$12K 0.08% 201
2020
Q2 		$427K Sell
7,121
-500
-7% -$29.9K 0.09% 169
2020
Q1 		$450K Buy
7,621
+921
+14% +$55.1K 0.09% 167
2019
Q4 		$403K Sell
6,700
-2,500
-27% -$150K 0.08% 232
2019
Q3 		$553K Hold
9,200
– – 0.11% 178
2019
Q2 		$552K Buy
9,200
+1,000
+12% +$60.1K 0.11% 188
2019
Q1 		$492K Sell
8,200
-500
-6% -$30K 0.11% 203
2018
Q4 		$521K Buy
8,700
+2,500
+40% +$150K 0.14% 156
2018
Q3 		$372K Buy
+6,200
New +$372K 0.08% 263
2018
Q2 		– Sell
-4,900
Closed -$294K – 316
2018
Q1 		$294K Buy
+4,900
New +$294K 0.07% 261

Other funds holding FTSM

BC
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
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 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
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Sheets Smith Wealth Management's FTSM Position: Q3 2026 in Review

Sheets Smith Wealth Management held its First Trust Enhanced Short Maturity ETF (FTSM) position steady in Q3 2026 at 4,000 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #369.

Sheets Smith Wealth Management first reported a position in FTSM in Q1 2018 and has held it in 34 quarters since. The position peaked at $553K in Q3 2019. 67 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

  • Sheets Smith Wealth Management held 4,000 shares of First Trust Enhanced Short Maturity ETF worth $238K as of Q3 2026.
  • Sheets Smith Wealth Management left its First Trust Enhanced Short Maturity ETF share count unchanged in Q3 2026.
  • First Trust Enhanced Short Maturity ETF made up 0.02% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #369 holding.
  • Sheets Smith Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2018 and has held it in 34 quarters since.
  • Sheets Smith Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $553K in Q3 2019.
  • 67 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.