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

Triad 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	$3.62M	Sell	60,606 -150,425	-71%	-$9.01M	0.21%	78
2026 Q1	$12.6M	Sell	211,031 -80,908	-28%	-$4.85M	1%	23
2025 Q4	$17.5M	Buy	291,939 +254,240	+674%	+$15.3M	1.66%	11
2025 Q3	$2.26M	Sell	37,699 -13,632	-27%	-$818K	0.29%	65
2025 Q2	$3.07M	Buy	51,331 +44,042	+604%	+$2.64M	0.62%	35
2025 Q1	$436K	Buy	+7,289	New	+$437K	0.14%	116
2024 Q3	–	Sell	-22	Closed	-$1.31K	–	362
2024 Q2	$1.31K	Buy	+22	New	+$1.31K	﹤0.01%	839

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

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

Triad Wealth Partners reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 71% in Q2 2026, selling an estimated $9.01M and leaving 60,606 shares worth $3.62M. The position accounts for 0.21% of the portfolio, ranked #78.

Triad Wealth Partners first reported a position in FTSM in Q2 2024 and has held it in 7 quarters since. The position peaked at $17.5M in Q4 2025. 424 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Triad Wealth Partners held 60,606 shares of First Trust Enhanced Short Maturity ETF worth $3.62M as of Q2 2026.
Triad Wealth Partners sold 150,425 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $9.01M.
First Trust Enhanced Short Maturity ETF made up 0.21% of Triad Wealth Partners's portfolio in Q2 2026, its #78 holding.
Triad Wealth Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2024 and has held it in 7 quarters since.
Triad Wealth Partners's First Trust Enhanced Short Maturity ETF position peaked at $17.5M in Q4 2025.
424 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.