SWP
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.16B AUM 23.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return