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Stonebridge Financial Planning Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Stonebridge Financial Planning Group’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 		$218K Sell
3,657
-62
-2% -$3.71K 0.07% 178
2026
Q1 		$222K Buy
+3,719
New +$223K 0.08% 164
2024
Q4 		– Sell
-4,230
Closed -$253K – 161
2024
Q3 		$253K Hold
4,230
– – 0.12% 139
2024
Q2 		$252K Sell
4,230
-1,700
-29% -$101K 0.13% 142
2024
Q1 		$354K Sell
5,930
-3,675
-38% -$220K 0.19% 121
2023
Q4 		$573K Buy
9,605
+90
+0.9% +$5.37K 0.33% 83
2023
Q3 		$565K Sell
9,515
-1,510
-14% -$89.9K 0.36% 70
2023
Q2 		$655K Buy
11,025
+360
+3% +$21.5K 0.4% 67
2023
Q1 		$635K Buy
+10,665
New +$635K 0.41% 67
2022
Q1 		– Sell
-1,644
Closed -$98K – 202
2021
Q4 		$98K Sell
1,644
-8,649
-84% -$518K 0.05% 164
2021
Q3 		$616K Sell
10,293
-23,371
-69% -$1.4M 0.3% 69
2021
Q2 		$2.02M Sell
33,664
-2,411
-7% -$145K 1.07% 26
2021
Q1 		$2.16M Sell
36,075
-7,537
-17% -$452K 1.26% 23
2020
Q4 		$2.62M Sell
43,612
-988
-2% -$59.3K 1.66% 17
2020
Q3 		$2.68M Sell
44,600
-592
-1% -$35.6K 1.93% 15
2020
Q2 		$2.71M Sell
45,192
-1,662
-4% -$99.2K 2.31% 12
2020
Q1 		$2.78M Sell
46,854
-2,752
-6% -$165K 2.77% 8
2019
Q4 		$2.98M Buy
+49,606
New +$2.98M 2.7% 8

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stonebridge Financial Planning Group's FTSM Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 1.7% in Q2 2026, selling an estimated $3.71K and leaving 3,657 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #178.

Stonebridge Financial Planning Group first reported a position in FTSM in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.98M in Q4 2019. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Stonebridge Financial Planning Group held 3,657 shares of First Trust Enhanced Short Maturity ETF worth $218K as of Q2 2026.
  • Stonebridge Financial Planning Group sold 62 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $3.71K.
  • First Trust Enhanced Short Maturity ETF made up 0.07% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #178 holding.
  • Stonebridge Financial Planning Group first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2019 and has held it in 18 quarters since.
  • Stonebridge Financial Planning Group's First Trust Enhanced Short Maturity ETF position peaked at $2.98M in Q4 2019.
  • 421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.