Wealth Enhancement Advisory Services
FTSM icon

Wealth Enhancement Advisory Services’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Wealth Enhancement Advisory Services’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 		$17.5M Sell
292,458
-31,457
-10% -$1.88M 0.03% 483
2026
Q1 		$19.4M Sell
323,915
-85,791
-21% -$5.15M 0.04% 407
2025
Q4 		$24.6M Sell
409,706
-5,701
-1% -$342K 0.03% 425
2025
Q3 		$24.9M Sell
415,407
-15,199
-4% -$912K 0.04% 397
2025
Q2 		$25.8M Sell
430,606
-5,434
-1% -$326K 0.04% 359
2025
Q1 		$26.1M Buy
436,040
+46,969
+12% +$2.81M 0.05% 332
2024
Q4 		$23.3M Buy
389,071
+182,015
+88% +$10.9M 0.04% 345
2024
Q3 		$12.4M Buy
207,056
+4,349
+2% +$260K 0.03% 459
2024
Q2 		$12.1M Buy
202,707
+13,955
+7% +$833K 0.03% 435
2024
Q1 		$11.3M Buy
188,752
+15,540
+9% +$929K 0.03% 442
2023
Q4 		$10.3M Buy
173,212
+4,853
+3% +$289K 0.03% 424
2023
Q3 		$10M Buy
168,359
+71,992
+75% +$4.29M 0.03% 409
2023
Q2 		$5.73M Buy
96,367
+59,858
+164% +$3.57M 0.06% 118
2023
Q1 		$2.17M Buy
36,509
+747
+2% +$44.5K 0.03% 209
2022
Q4 		$2.13M Sell
35,762
-2,577
-7% -$153K 0.03% 169
2022
Q3 		$2.27M Buy
38,339
+7,655
+25% +$455K 0.03% 165
2022
Q2 		$1.82M Buy
+30,684
New +$1.83M 0.03% 207

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

Wealth Enhancement Advisory Services's FTSM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 9.7% in Q2 2026, selling an estimated $1.88M and leaving 292,458 shares worth $17.5M. The position accounts for 0.03% of the portfolio, ranked #483.

Wealth Enhancement Advisory Services first reported a position in FTSM in Q2 2022 and has held it in 17 quarters since. The position peaked at $26.1M in Q1 2025. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 292,458 shares of First Trust Enhanced Short Maturity ETF worth $17.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 31,457 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $1.88M.
  • First Trust Enhanced Short Maturity ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #483 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2022 and has held it in 17 quarters since.
  • Wealth Enhancement Advisory Services's First Trust Enhanced Short Maturity ETF position peaked at $26.1M in Q1 2025.
  • 421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.