Sigma Planning Corp’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Sigma Planning Corp’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	$4.21M	Sell	70,411 -30,752	-30%	-$1.84M	0.11%	199
2026 Q1	$6.05M	Buy	101,163 +32,207	+47%	+$1.93M	0.17%	122
2025 Q4	$4.13M	Sell	68,956 -653	-0.9%	-$39.2K	0.11%	182
2025 Q3	$4.17M	Sell	69,609 -21,523	-24%	-$1.29M	0.12%	174
2025 Q2	$5.46M	Sell	91,132 -7,149	-7%	-$428K	0.16%	120
2025 Q1	$5.88M	Buy	98,281 +161	+0.2%	+$9.64K	0.19%	105
2024 Q4	$5.86M	Sell	98,120 -23,452	-19%	-$1.4M	0.18%	104
2024 Q3	$7.28M	Sell	121,572 -40,290	-25%	-$2.41M	0.22%	88
2024 Q2	$9.65M	Sell	161,862 -16,108	-9%	-$962K	0.31%	56
2024 Q1	$10.6M	Buy	177,970 +83,994	+89%	+$5.02M	0.33%	51
2023 Q4	$5.61M	Sell	93,976 -116,510	-55%	-$6.95M	0.44%	35
2023 Q3	$12.5M	Sell	210,486 -50,189	-19%	-$2.99M	0.47%	35
2023 Q2	$15.5M	Sell	260,675 -3,426	-1%	-$204K	0.56%	26
2023 Q1	$15.7M	Buy	264,101 +26,409	+11%	+$1.57M	0.52%	28
2022 Q4	$14.1M	Buy	237,692 +42,598	+22%	+$2.53M	0.51%	34
2022 Q3	$11.6M	Buy	195,094 +67,973	+53%	+$4.04M	0.44%	40
2022 Q2	$7.55M	Buy	127,121 +34,766	+38%	+$2.07M	0.26%	74
2022 Q1	$5.5M	Sell	92,355 -130,862	-59%	-$7.81M	0.16%	122
2021 Q4	$13.3M	Buy	223,217 +159,070	+248%	+$9.52M	0.37%	46
2021 Q3	$3.85M	Sell	64,147 -8,092	-11%	-$485K	0.12%	192
2021 Q2	$4.33M	Sell	72,239 -30,628	-30%	-$1.84M	0.13%	174
2021 Q1	$6.17M	Sell	102,867 -12,328	-11%	-$740K	0.2%	117
2020 Q4	$6.92M	Sell	115,195 -35,483	-24%	-$2.13M	0.24%	93
2020 Q3	$9.04M	Buy	150,678 +29,493	+24%	+$1.77M	0.36%	53
2020 Q2	$7.27M	Buy	121,185 +21,604	+22%	+$1.29M	0.32%	55
2020 Q1	$5.88M	Buy	99,581 +70,017	+237%	+$4.19M	0.35%	52
2019 Q4	$1.78M	Sell	29,564 -5,037	-15%	-$303K	0.08%	270
2019 Q3	$2.08M	Sell	34,601 -18,488	-35%	-$1.11M	0.1%	214
2019 Q2	$3.19M	Buy	53,089 +16,904	+47%	+$1.02M	0.16%	152
2019 Q1	$2.17M	Buy	36,185 +16,545	+84%	+$992K	0.12%	188
2018 Q4	$1.18M	Sell	19,640 -2,412	-11%	-$145K	0.09%	229
2018 Q3	$1.32M	Buy	22,052 +9,087	+70%	+$545K	0.08%	246
2018 Q2	$778K	Buy	12,965 +1,553	+14%	+$93.2K	0.05%	343
2018 Q1	$684K	Buy	11,412 +625	+6%	+$37.5K	0.05%	351
2017 Q4	$647K	Buy	+10,787	New	+$648K	0.05%	366

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

Sigma Planning Corp's FTSM Position: Q2 2026 in Review

Sigma Planning Corp reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 30% in Q2 2026, selling an estimated $1.84M and leaving 70,411 shares worth $4.21M. The position accounts for 0.11% of the portfolio, ranked #199.

Sigma Planning Corp first reported a position in FTSM in Q4 2017 and has held it in 35 quarters since. The position peaked at $15.7M in Q1 2023. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Sigma Planning Corp held 70,411 shares of First Trust Enhanced Short Maturity ETF worth $4.21M as of Q2 2026.
Sigma Planning Corp sold 30,752 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $1.84M.
First Trust Enhanced Short Maturity ETF made up 0.11% of Sigma Planning Corp's portfolio in Q2 2026, its #199 holding.
Sigma Planning Corp first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2017 and has held it in 35 quarters since.
Sigma Planning Corp's First Trust Enhanced Short Maturity ETF position peaked at $15.7M in Q1 2023.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.