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 Q3	$1.37M	Sell	22,949 -1,728	-7%	-$103K	0.21%	107
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

BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

VisionPoint Advisory Group's FTSM Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 7% in Q3 2026, selling an estimated $103K and leaving 22,949 shares worth $1.37M. The position accounts for 0.21% of the portfolio, ranked #107.

VisionPoint Advisory Group first reported a position in FTSM in Q1 2019 and has held it in 11 quarters since. The position peaked at $2.17M in Q4 2025. 74 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

VisionPoint Advisory Group held 22,949 shares of First Trust Enhanced Short Maturity ETF worth $1.37M as of Q3 2026.
VisionPoint Advisory Group sold 1,728 First Trust Enhanced Short Maturity ETF shares in Q3 2026, an estimated $103K.
First Trust Enhanced Short Maturity ETF made up 0.21% of VisionPoint Advisory Group's portfolio in Q3 2026, its #107 holding.
VisionPoint Advisory Group first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2019 and has held it in 11 quarters since.
VisionPoint Advisory Group's First Trust Enhanced Short Maturity ETF position peaked at $2.17M in Q4 2025.
74 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.