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

SHP 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 Q1	$3.59K	Buy	+60	New	+$3.6K	﹤0.01%	1143

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SHP Wealth Management's FTSM Position: Q1 2026 in Review

SHP Wealth Management opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2026: 60 shares worth $3.59K. The stake represents ﹤0.01% of the portfolio and ranks #1143 among its holdings.

427 funds tracked by Wall St. Rank hold FTSM as of Q1 2026.

SHP Wealth Management held 60 shares of First Trust Enhanced Short Maturity ETF worth $3.59K as of Q1 2026.
First Trust Enhanced Short Maturity ETF was a new SHP Wealth Management position in Q1 2026.
First Trust Enhanced Short Maturity ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1143 holding.
427 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.