WIM
FTSM icon

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
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 – 227
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.16B AUM 23.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return