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

Shelton 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 		$13M Buy
218,227
+1,844
+0.9% +$110K 5.11% 1
2026
Q1 		$12.9M Buy
216,383
+1,839
+0.9% +$110K 5.66% 1
2025
Q4 		$12.9M Sell
214,544
-357
-0.2% -$21.4K 5.51% 1
2025
Q3 		$12.9M Buy
214,901
+6,521
+3% +$391K 5.83% 1
2025
Q2 		$12.5M Sell
208,380
-10,760
-5% -$645K 6.01% 1
2025
Q1 		$13.1M Sell
219,140
-6,100
-3% -$365K 7.13% 1
2024
Q4 		$13.5M Buy
225,240
+20,479
+10% +$1.23M 6.96% 1
2024
Q3 		$12.3M Sell
204,761
-10,391
-5% -$622K 6.66% 1
2024
Q2 		$12.8M Sell
215,152
-22,699
-10% -$1.36M 7.27% 1
2024
Q1 		$14.2M Sell
237,851
-15,851
-6% -$947K 8.92% 1
2023
Q4 		$15.1M Buy
253,702
+20,509
+9% +$1.22M 10.74% 1
2023
Q3 		$13.9M Sell
233,193
-6,438
-3% -$383K 11.08% 1
2023
Q2 		$14.2M Buy
239,631
+16,061
+7% +$957K 11.04% 1
2023
Q1 		$13.3M Sell
223,570
-81,076
-27% -$4.83M 10.79% 1
2022
Q4 		$18.1M Buy
304,646
+81,306
+36% +$4.83M 14.3% 1
2022
Q3 		$13.2M Buy
223,340
+847
+0.4% +$50.3K 11.8% 1
2022
Q2 		$13.2M Buy
222,493
+6,959
+3% +$414K 11.23% 1
2022
Q1 		$12.8M Sell
215,534
-42,083
-16% -$2.51M 10.12% 1
2021
Q4 		$15.4M Buy
+257,617
New +$15.4M 12.12% 1

Other funds holding FTSM

BC
BDFS Capital Rehoboth Beach, Delaware $230M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Shelton Wealth Management's FTSM Position: Q2 2026 in Review

Shelton Wealth Management increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.85% in Q2 2026, buying an estimated $110K and bringing the position to 218,227 shares worth $13M. The position accounts for 5.11% of the portfolio, ranked #1.

Shelton Wealth Management first reported a position in FTSM in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.1M in Q4 2022. 70 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Shelton Wealth Management held 218,227 shares of First Trust Enhanced Short Maturity ETF worth $13M as of Q2 2026.
  • Shelton Wealth Management bought 1,844 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $110K.
  • First Trust Enhanced Short Maturity ETF made up 5.11% of Shelton Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Shelton Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2021 and has held it in 19 quarters since.
  • Shelton Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $18.1M in Q4 2022.
  • 70 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

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