Twin Peaks Wealth Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Twin Peaks Wealth 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	$7.7M	Sell	128,899 -6,989	-5%	-$418K	1.74%	14
2026 Q1	$8.12M	Buy	135,888 +9,404	+7%	+$564K	2.05%	13
2025 Q4	$7.59M	Buy	126,484 +7,525	+6%	+$452K	2.21%	14
2025 Q3	$7.13M	Buy	118,959 +2,200	+2%	+$132K	2.43%	11
2025 Q2	$7M	Buy	116,759 +6,775	+6%	+$406K	2.27%	11
2025 Q1	$6.58M	Buy	109,984 +7,334	+7%	+$439K	3%	7
2024 Q4	$6.14M	Sell	102,650 -4,370	-4%	-$262K	2.59%	8
2024 Q3	$6.41M	Sell	107,020 -7,876	-7%	-$472K	2.95%	7
2024 Q2	$6.85M	Sell	114,896 -19,003	-14%	-$1.13M	3.42%	6
2024 Q1	$7.98M	Buy	133,899 +12,859	+11%	+$768K	4.43%	4
2023 Q4	$7.22M	Buy	+121,040	New	+$7.22M	4.61%	4

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

Twin Peaks Wealth Advisors's FTSM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 5.1% in Q2 2026, selling an estimated $418K and leaving 128,899 shares worth $7.7M. The position accounts for 1.74% of the portfolio, ranked #14.

Twin Peaks Wealth Advisors first reported a position in FTSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.12M in Q1 2026. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Twin Peaks Wealth Advisors held 128,899 shares of First Trust Enhanced Short Maturity ETF worth $7.7M as of Q2 2026.
Twin Peaks Wealth Advisors sold 6,989 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $418K.
First Trust Enhanced Short Maturity ETF made up 1.74% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Twin Peaks Wealth Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2023 and has held it in 11 quarters since.
Twin Peaks Wealth Advisors's First Trust Enhanced Short Maturity ETF position peaked at $8.12M in Q1 2026.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.