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WealthPlan Investment Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

WealthPlan Investment Management’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 		$6.89M Buy
115,295
+2,589
+2% +$155K 0.34% 69
2026
Q1 		$6.74M Buy
112,706
+5,431
+5% +$326K 0.38% 65
2025
Q4 		$6.43M Buy
107,275
+4,904
+5% +$294K 0.41% 70
2025
Q3 		$6.13M Buy
102,371
+5,125
+5% +$307K 0.41% 81
2025
Q2 		$5.82M Buy
97,246
+2,121
+2% +$127K 0.42% 78
2025
Q1 		$5.69M Buy
95,125
+3,983
+4% +$239K 0.56% 65
2024
Q4 		$5.45M Buy
91,142
+7,687
+9% +$460K 0.54% 65
2024
Q3 		$5M Buy
+83,455
New +$5M 0.51% 69
2023
Q3 		– Sell
-694
Closed -$41.2K – 226
2023
Q2 		$41.2K Buy
694
+7
+1% +$417 0.01% 206
2023
Q1 		$40.9K Sell
687
-73,865
-99% -$4.4M 0.01% 262
2022
Q4 		$4.44M Buy
74,552
+916
+1% +$54.4K 0.31% 76
2022
Q3 		$4.38M Buy
+73,636
New +$4.38M 0.32% 76
2022
Q1 		$4.81M Buy
+80,881
New +$4.83M 0.33% 76

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

WealthPlan Investment Management's FTSM Position: Q2 2026 in Review

WealthPlan Investment Management increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 2.3% in Q2 2026, buying an estimated $155K and bringing the position to 115,295 shares worth $6.89M. The position accounts for 0.34% of the portfolio, ranked #69.

WealthPlan Investment Management first reported a position in FTSM in Q1 2022 and has held it in 13 quarters since. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • WealthPlan Investment Management held 115,295 shares of First Trust Enhanced Short Maturity ETF worth $6.89M as of Q2 2026.
  • WealthPlan Investment Management bought 2,589 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $155K.
  • First Trust Enhanced Short Maturity ETF made up 0.34% of WealthPlan Investment Management's portfolio in Q2 2026, its #69 holding.
  • WealthPlan Investment Management first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2022 and has held it in 13 quarters since.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.