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

TCV Trust & 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
Q2 		– Sell
-10,125
Closed -$605K – 229
2026
Q1 		$605K Hold
10,125
– – 0.05% 130
2025
Q4 		$607K Buy
10,125
+2,927
+41% +$176K 0.05% 131
2025
Q3 		$431K Buy
7,198
+1,688
+31% +$101K 0.04% 158
2025
Q2 		$330K Hold
5,510
– – 0.03% 176
2025
Q1 		$330K Hold
5,510
– – 0.03% 164
2024
Q4 		$329K Hold
5,510
– – 0.03% 160
2024
Q3 		$330K Buy
+5,510
New +$330K 0.03% 161

Other funds holding FTSM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BC
BDFS Capital Rehoboth Beach, Delaware $230M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
GCWM
Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

TCV Trust & Wealth Management's FTSM Position: Q2 2026 in Review

TCV Trust & Wealth Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2026, closing a stake of 10,125 shares — an estimated $605K sold.

TCV Trust & Wealth Management first reported a position in FTSM in Q3 2024 and held it in 7 quarters. The position peaked at $607K in Q4 2025. 220 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • TCV Trust & Wealth Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2026 after selling out during the quarter.
  • TCV Trust & Wealth Management sold 10,125 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $605K.
  • TCV Trust & Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2024 and held it in 7 quarters.
  • TCV Trust & Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $607K in Q4 2025.
  • 220 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.