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 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

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

Sheets Smith Wealth Management's FTSM Position: Q2 2026 in Review

Sheets Smith Wealth Management held its First Trust Enhanced Short Maturity ETF (FTSM) position steady in Q2 2026 at 4,000 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #376.

Sheets Smith Wealth Management first reported a position in FTSM in Q1 2018 and has held it in 33 quarters since. The position peaked at $553K in Q3 2019. 424 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Sheets Smith Wealth Management held 4,000 shares of First Trust Enhanced Short Maturity ETF worth $239K as of Q2 2026.
Sheets Smith Wealth Management left its First Trust Enhanced Short Maturity ETF share count unchanged in Q2 2026.
First Trust Enhanced Short Maturity ETF made up 0.02% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #376 holding.
Sheets Smith Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2018 and has held it in 33 quarters since.
Sheets Smith Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $553K in Q3 2019.
424 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.