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

WCG 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 		$3.46M Buy
57,917
+166
+0.3% +$9.94K 0.08% 220
2026
Q1 		$3.45M Sell
57,751
-405
-0.7% -$24.3K 0.1% 195
2025
Q4 		$3.49M Buy
58,156
+29,537
+103% +$1.77M 0.1% 191
2025
Q3 		$1.71M Sell
28,619
-1,343
-4% -$80.6K 0.11% 165
2025
Q2 		$1.79M Buy
29,962
+1
+0% +$60 0.12% 173
2025
Q1 		$1.79M Sell
29,961
-2,545
-8% -$152K 0.14% 150
2024
Q4 		$1.94M Buy
32,506
+545
+2% +$32.6K 0.13% 150
2024
Q3 		$1.91M Sell
31,961
-290
-0.9% -$17.4K 0.13% 162
2024
Q2 		$1.92M Buy
+32,251
New +$1.93M 0.14% 140
2024
Q1 		– Sell
-105,305
Closed -$6.28M – 279
2023
Q4 		$6.28M Sell
105,305
-86,155
-45% -$5.14M 0.46% 60
2023
Q3 		$11.4M Hold
191,460
– – 0.83% 36
2023
Q2 		$11.4M Hold
191,460
– – 1.33% 23
2023
Q1 		$11.4M Sell
191,460
-50,791
-21% -$3.03M 1.46% 20
2022
Q4 		$14.4M Sell
242,251
-34,042
-12% -$2.02M 1.98% 13
2022
Q3 		$16.4M Buy
276,293
+201,988
+272% +$12M 2.17% 10
2022
Q2 		$4.41M Buy
+74,305
New +$4.42M 0.61% 44

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WCG Wealth Advisors's FTSM Position: Q2 2026 in Review

WCG Wealth Advisors increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.29% in Q2 2026, buying an estimated $9.94K and bringing the position to 57,917 shares worth $3.46M. The position accounts for 0.08% of the portfolio, ranked #220.

WCG Wealth Advisors first reported a position in FTSM in Q2 2022 and has held it in 16 quarters since. The position peaked at $16.4M in Q3 2022. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • WCG Wealth Advisors held 57,917 shares of First Trust Enhanced Short Maturity ETF worth $3.46M as of Q2 2026.
  • WCG Wealth Advisors bought 166 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $9.94K.
  • First Trust Enhanced Short Maturity ETF made up 0.08% of WCG Wealth Advisors's portfolio in Q2 2026, its #220 holding.
  • WCG Wealth Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2022 and has held it in 16 quarters since.
  • WCG Wealth Advisors's First Trust Enhanced Short Maturity ETF position peaked at $16.4M in Q3 2022.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.