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

WealthShield 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
2025
Q4 		– Sell
-3,432
Closed -$206K – 577
2025
Q3 		$206K Hold
3,432
– – 0.02% 336
2025
Q2 		$205K Hold
3,432
– – 0.02% 323
2025
Q1 		$206K Sell
3,432
-1,367
-28% -$81.9K 0.03% 315
2024
Q4 		$287K Sell
4,799
-542
-10% -$32.5K 0.04% 250
2024
Q3 		$321K Buy
5,341
+542
+11% +$32.5K 0.04% 240
2024
Q2 		$287K Sell
4,799
-670
-12% -$40K 0.04% 245
2024
Q1 		$327K Hold
5,469
– – 0.05% 229
2023
Q4 		$326K Hold
5,469
– – 0.05% 230
2023
Q3 		$326K Buy
5,469
+836
+18% +$49.8K 0.05% 242
2023
Q2 		$276K Sell
4,633
-2,734
-37% -$163K 0.04% 262
2023
Q1 		$440K Sell
7,367
-1,118
-13% -$66.6K 0.07% 218
2022
Q4 		$504K Hold
8,485
– – 0.1% 192
2022
Q3 		$504K Hold
8,485
– – 0.1% 195
2022
Q2 		$504K Sell
8,485
-417
-5% -$24.8K 0.1% 197
2022
Q1 		$530K Buy
8,902
+2,890
+48% +$172K 0.08% 224
2021
Q4 		$360K Hold
6,012
– – 0.06% 215
2021
Q3 		$360K Sell
6,012
-516
-8% -$30.9K 0.1% 176
2021
Q2 		$391K Buy
6,528
+5,410
+484% +$324K 0.06% 179
2021
Q1 		$67K Sell
1,118
-10,216
-90% -$613K 0.01% 402
2020
Q4 		$681K Sell
11,334
-617
-5% -$37.1K 0.13% 136
2020
Q3 		$717K Sell
11,951
-2,010
-14% -$121K 0.25% 90
2020
Q2 		$838K Buy
13,961
+8,191
+142% +$489K 0.39% 60
2020
Q1 		$341K Sell
5,770
-1,318
-19% -$78.9K 0.21% 100
2019
Q4 		$426K Sell
7,088
-1,846
-21% -$111K 0.21% 107
2019
Q3 		$537K Sell
8,934
-91
-1% -$5.47K 0.28% 81
2019
Q2 		$542K Sell
9,025
-80
-0.9% -$4.81K 0.31% 66
2019
Q1 		$546K Hold
9,105
– – 0.31% 70
2018
Q4 		$545K Sell
9,105
-422
-4% -$25.3K 0.37% 54
2018
Q3 		$572K Sell
9,527
-185
-2% -$11.1K 0.33% 57
2018
Q2 		$583K Buy
+9,712
New +$583K 0.36% 50

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WealthShield Partners's FTSM Position: Q4 2025 in Review

WealthShield Partners sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2025, closing a stake of 3,432 shares — an estimated $206K sold.

WealthShield Partners first reported a position in FTSM in Q2 2018 and held it in 30 quarters. The position peaked at $838K in Q2 2020. 402 funds tracked by Wall St. Rank hold FTSM as of Q4 2025.

  • WealthShield Partners reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2025 after selling out during the quarter.
  • WealthShield Partners sold 3,432 First Trust Enhanced Short Maturity ETF shares in Q4 2025, an estimated $206K.
  • WealthShield Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2018 and held it in 30 quarters.
  • WealthShield Partners's First Trust Enhanced Short Maturity ETF position peaked at $838K in Q2 2020.
  • 402 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2025.

Based on WealthShield Partners's 13F filing for Q4 2025, filed 3 Feb 2026.