Summit Wealth Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Summit Wealth Partners’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	$2.82M	Sell	47,165 -1,051	-2%	-$62.9K	0.4%	59
2026 Q1	$2.88M	Sell	48,216 -7,981	-14%	-$479K	0.46%	52
2025 Q4	$3.37M	Buy	56,197 +4,876	+10%	+$293K	0.62%	39
2025 Q3	$3.07M	Sell	51,321 -574	-1%	-$34.4K	0.55%	43
2025 Q2	$3.11M	Sell	51,895 -1,878	-3%	-$112K	0.59%	42
2025 Q1	$3.22M	Sell	53,773 -542	-1%	-$32.5K	0.65%	39
2024 Q4	$3.25M	Buy	54,315 +13,779	+34%	+$825K	0.67%	37
2024 Q3	$2.43M	Buy	40,536 +13,274	+49%	+$795K	0.47%	44
2024 Q2	$1.62M	Sell	27,262 -3,423	-11%	-$204K	0.34%	59
2024 Q1	$1.83M	Buy	30,685 +4,273	+16%	+$255K	0.39%	49
2023 Q4	$1.58M	Buy	26,412 +12,170	+85%	+$726K	0.37%	51
2023 Q3	$846K	Sell	14,242 -3,965	-22%	-$236K	0.22%	73
2023 Q2	$1.08M	Buy	+18,207	New	+$1.09M	0.27%	57

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

Summit Wealth Partners's FTSM Position: Q2 2026 in Review

Summit Wealth Partners reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 2.2% in Q2 2026, selling an estimated $62.9K and leaving 47,165 shares worth $2.82M. The position accounts for 0.4% of the portfolio, ranked #59.

Summit Wealth Partners first reported a position in FTSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.37M in Q4 2025. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Summit Wealth Partners held 47,165 shares of First Trust Enhanced Short Maturity ETF worth $2.82M as of Q2 2026.
Summit Wealth Partners sold 1,051 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $62.9K.
First Trust Enhanced Short Maturity ETF made up 0.4% of Summit Wealth Partners's portfolio in Q2 2026, its #59 holding.
Summit Wealth Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2023 and has held it in 13 quarters since.
Summit Wealth Partners's First Trust Enhanced Short Maturity ETF position peaked at $3.37M in Q4 2025.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.