VisionPoint Advisory Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

VisionPoint Advisory Group’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	$1.47M	Sell	24,677 -10,898	-31%	-$652K	0.24%	98
2026 Q1	$2.13M	Sell	35,575 -552	-2%	-$33.1K	0.4%	63
2025 Q4	$2.17M	Buy	36,127 +9,585	+36%	+$575K	0.42%	68
2025 Q3	$1.59M	Buy	26,542 +1,933	+8%	+$116K	0.32%	87
2025 Q2	$1.47M	Buy	+24,609	New	+$1.47M	0.32%	89
2020 Q2	–	Sell	-10,107	Closed	-$597K	–	118
2020 Q1	$597K	Buy	10,107 +304	+3%	+$18.2K	0.28%	48
2019 Q4	$589K	Sell	9,803 -26	-0.3%	-$1.56K	0.24%	64
2019 Q3	$591K	Buy	9,829 +84	+0.9%	+$5.05K	0.16%	65
2019 Q2	$585K	Buy	9,745 +2,405	+33%	+$144K	0.17%	65
2019 Q1	$440K	Buy	+7,340	New	+$440K	0.12%	79

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

VisionPoint Advisory Group's FTSM Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 31% in Q2 2026, selling an estimated $652K and leaving 24,677 shares worth $1.47M. The position accounts for 0.24% of the portfolio, ranked #98.

VisionPoint Advisory Group first reported a position in FTSM in Q1 2019 and has held it in 10 quarters since. The position peaked at $2.17M in Q4 2025. 424 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

VisionPoint Advisory Group held 24,677 shares of First Trust Enhanced Short Maturity ETF worth $1.47M as of Q2 2026.
VisionPoint Advisory Group sold 10,898 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $652K.
First Trust Enhanced Short Maturity ETF made up 0.24% of VisionPoint Advisory Group's portfolio in Q2 2026, its #98 holding.
VisionPoint Advisory Group first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2019 and has held it in 10 quarters since.
VisionPoint Advisory Group's First Trust Enhanced Short Maturity ETF position peaked at $2.17M in Q4 2025.
424 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.