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Wealthcare Advisory Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Wealthcare Advisory Partners’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 		$3.36M Sell
56,276
-8,933
-14% -$535K 0.06% 246
2026
Q1 		$3.9M Sell
65,209
-5,256
-7% -$315K 0.08% 216
2025
Q4 		$4.22M Sell
70,465
-1,770
-2% -$106K 0.08% 205
2025
Q3 		$4.33M Buy
72,235
+1,235
+2% +$74.1K 0.09% 189
2025
Q2 		$4.25M Buy
71,000
+2,213
+3% +$133K 0.1% 172
2025
Q1 		$4.12M Buy
68,787
+37,319
+119% +$2.24M 0.11% 162
2024
Q4 		$1.88M Buy
31,468
+11,703
+59% +$701K 0.05% 283
2024
Q3 		$1.18M Buy
19,765
+561
+3% +$33.6K 0.03% 380
2024
Q2 		$1.14M Buy
19,204
+2,663
+16% +$159K 0.04% 347
2024
Q1 		$986K Sell
16,541
-9,260
-36% -$553K 0.03% 369
2023
Q4 		$1.54M Sell
25,801
-7,433
-22% -$443K 0.06% 239
2023
Q3 		$1.97M Sell
33,234
-5,131
-13% -$306K 0.09% 177
2023
Q2 		$2.28M Sell
38,365
-17,447
-31% -$1.04M 0.1% 163
2023
Q1 		$3.32M Sell
55,812
-3,711
-6% -$221K 0.14% 124
2022
Q4 		$3.54M Buy
59,523
+21,959
+58% +$1.3M 0.17% 103
2022
Q3 		$2.23M Buy
37,564
+6,312
+20% +$375K 0.13% 132
2022
Q2 		$1.86M Buy
31,252
+7,842
+33% +$467K 0.11% 126
2022
Q1 		$1.39M Buy
23,410
+2,981
+15% +$178K 0.08% 141
2021
Q4 		$1.22M Buy
20,429
+2,049
+11% +$123K 0.07% 169
2021
Q3 		$1.1M Buy
18,380
+1,410
+8% +$84.5K 0.07% 179
2021
Q2 		$1.02M Buy
16,970
+15,982
+1,618% +$958K 0.07% 194
2021
Q1 		$59K Sell
988
-6,837
-87% -$410K ﹤0.01% 826
2020
Q4 		$470K Sell
7,825
-273
-3% -$16.4K 0.04% 243
2020
Q3 		$486K Buy
8,098
+1
+0% +$60 0.05% 201
2020
Q2 		$486K Buy
8,097
+3
+0% +$179 0.06% 175
2020
Q1 		$478K Buy
8,094
+7,794
+2,598% +$467K 0.07% 152
2019
Q4 		$18K Hold
300
– – ﹤0.01% 787
2019
Q3 		$18K Hold
300
– – ﹤0.01% 771
2019
Q2 		$18K Hold
300
– – ﹤0.01% 746
2019
Q1 		$18K Hold
300
– – ﹤0.01% 687
2018
Q4 		$18K Hold
300
– – ﹤0.01% 651
2018
Q3 		$18K Hold
300
– – ﹤0.01% 706
2018
Q2 		$18K Hold
300
– – ﹤0.01% 697
2018
Q1 		$18K Hold
300
– – ﹤0.01% 603
2017
Q4 		$18K Buy
+300
New +$18K ﹤0.01% 560

Other funds holding FTSM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return
AIS
Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM
SWM
Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
TW
Towerpoint Wealth Sacramento, California $288M AUM 24.14% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return