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TrueWealth Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

TrueWealth Advisors’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
-3,612
Closed -$216K – 239
2026
Q1 		$216K Sell
3,612
-93
-3% -$5.58K 0.05% 226
2025
Q4 		$222K Sell
3,705
-3,925
-51% -$236K 0.06% 224
2025
Q3 		$457K Sell
7,630
-188
-2% -$11.3K 0.12% 142
2025
Q2 		$468K Sell
7,818
-2,648
-25% -$159K 0.14% 131
2025
Q1 		$626K Sell
10,466
-2,675
-20% -$160K 0.21% 88
2024
Q4 		$785K Buy
13,141
+5,782
+79% +$346K 0.26% 78
2024
Q3 		$441K Sell
7,359
-2,593
-26% -$155K 0.15% 122
2024
Q2 		$593K Sell
9,952
-5,150
-34% -$307K 0.22% 85
2024
Q1 		$900K Sell
15,102
-32,396
-68% -$1.94M 0.35% 60
2023
Q4 		$2.83M Sell
47,498
-18,357
-28% -$1.09M 1.1% 17
2023
Q3 		$3.91M Buy
65,855
+8,034
+14% +$479K 1.65% 14
2023
Q2 		$3.44M Sell
57,821
-37,781
-40% -$2.25M 1.41% 18
2023
Q1 		$5.69M Sell
95,602
-82,122
-46% -$4.89M 2.39% 10
2022
Q4 		$10.6M Buy
177,724
+1,097
+0.6% +$65.2K 4.62% 4
2022
Q3 		$10.5M Buy
176,627
+90,997
+106% +$5.41M 4.96% 3
2022
Q2 		$5.08M Buy
+85,630
New +$5.09M 2.36% 11

Other funds holding FTSM

BC
BDFS Capital Rehoboth Beach, Delaware $230M AUM
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
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

TrueWealth Advisors's FTSM Position: Q2 2026 in Review

TrueWealth Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2026, closing a stake of 3,612 shares — an estimated $216K sold.

TrueWealth Advisors first reported a position in FTSM in Q2 2022 and held it in 16 quarters. The position peaked at $10.6M in Q4 2022. 83 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • TrueWealth Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2026 after selling out during the quarter.
  • TrueWealth Advisors sold 3,612 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $216K.
  • TrueWealth Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2022 and held it in 16 quarters.
  • TrueWealth Advisors's First Trust Enhanced Short Maturity ETF position peaked at $10.6M in Q4 2022.
  • 83 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.