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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

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

Wealthcare Advisory Partners's FTSM Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 14% in Q2 2026, selling an estimated $535K and leaving 56,276 shares worth $3.36M. The position accounts for 0.06% of the portfolio, ranked #246.

Wealthcare Advisory Partners first reported a position in FTSM in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.33M in Q3 2025. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Wealthcare Advisory Partners held 56,276 shares of First Trust Enhanced Short Maturity ETF worth $3.36M as of Q2 2026.
  • Wealthcare Advisory Partners sold 8,933 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $535K.
  • First Trust Enhanced Short Maturity ETF made up 0.06% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #246 holding.
  • Wealthcare Advisory Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2017 and has held it in 35 quarters since.
  • Wealthcare Advisory Partners's First Trust Enhanced Short Maturity ETF position peaked at $4.33M in Q3 2025.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.