TPWA
FTSM icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return