Tortuga Wealth Management
FTSM icon

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

Tortuga 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
Q3 		$688K Buy
11,562
+1,989
+21% +$119K 0.49% 51
2026
Q2 		$572K Buy
9,573
+900
+10% +$53.9K 0.43% 57
2026
Q1 		$518K Buy
8,673
+911
+12% +$54.6K 0.49% 48
2025
Q4 		$465K Buy
+7,762
New +$466K 0.49% 49

Other funds holding FTSM

BDFS Capital
BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Guided Capital Wealth Management
Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return
Tucker Asset Management
Tucker Asset Management Littleton, Colorado $406M AUM 20.49% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Mainsail Financial Group
Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Tortuga Wealth Management's FTSM Position: Q3 2026 in Review

Tortuga Wealth Management increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 21% in Q3 2026, buying an estimated $119K and bringing the position to 11,562 shares worth $688K. The position accounts for 0.49% of the portfolio, ranked #51.

Tortuga Wealth Management first reported a position in FTSM in Q4 2025 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

  • Tortuga Wealth Management held 11,562 shares of First Trust Enhanced Short Maturity ETF worth $688K as of Q3 2026.
  • Tortuga Wealth Management bought 1,989 First Trust Enhanced Short Maturity ETF shares in Q3 2026, an estimated $119K.
  • First Trust Enhanced Short Maturity ETF made up 0.49% of Tortuga Wealth Management's portfolio in Q3 2026, its #51 holding.
  • Tortuga Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2025 and has held it in 4 quarters since.
  • 162 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on Tortuga Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.