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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM

Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return