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Weitzel Financial Services’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Weitzel Financial Services’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
Q3 		$974K Buy
16,350
+155
+1% +$9.27K 0.33% 25
2026
Q2 		$968K Sell
16,195
-1,946
-11% -$116K 0.33% 24
2026
Q1 		$1.08M Sell
18,141
-1,106
-6% -$66.3K 0.41% 24
2025
Q4 		$1.15M Sell
19,247
-1,983
-9% -$119K 0.45% 24
2025
Q3 		$1.27M Buy
21,230
+337
+2% +$20.2K 0.52% 22
2025
Q2 		$1.25M Buy
20,893
+18,630
+823% +$1.12M 0.53% 20
2025
Q1 		$1.36M Sell
2,263
-21,030
-90% -$1.26M 0.65% 20
2024
Q4 		$1.39M Sell
23,293
-2,031
-8% -$122K 0.66% 20
2024
Q3 		$1.52M Sell
25,324
-2,480
-9% -$149K 0.71% 21
2024
Q2 		$1.66M Sell
27,804
-203
-0.7% -$12.1K 0.83% 20
2024
Q1 		$1.67M Sell
28,007
-22,804
-45% -$1.36M 0.84% 20
2023
Q4 		$3.03M Sell
50,811
-5,438
-10% -$324K 1.63% 14
2023
Q3 		$3.34M Sell
56,249
-106,727
-65% -$6.36M 1.95% 14
2023
Q2 		$9.7M Buy
162,976
+547
+0.3% +$32.6K 5.5% 6
2023
Q1 		$9.7M Buy
162,429
+5,060
+3% +$301K 5.81% 6
2022
Q4 		$9.35M Buy
157,369
+47,309
+43% +$2.81M 5.97% 6
2022
Q3 		$6.53M Buy
110,060
+6,672
+6% +$397K 4.58% 7
2022
Q2 		$6.14M Buy
+103,388
New +$6.15M 4.14% 7

Other funds holding FTSM

BC
BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Weitzel Financial Services's FTSM Position: Q3 2026 in Review

Weitzel Financial Services increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.96% in Q3 2026, buying an estimated $9.27K and bringing the position to 16,350 shares worth $974K. The position accounts for 0.33% of the portfolio, ranked #25.

Weitzel Financial Services first reported a position in FTSM in Q2 2022 and has held it in 18 quarters since. The position peaked at $9.7M in Q2 2023. 74 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

  • Weitzel Financial Services held 16,350 shares of First Trust Enhanced Short Maturity ETF worth $974K as of Q3 2026.
  • Weitzel Financial Services bought 155 First Trust Enhanced Short Maturity ETF shares in Q3 2026, an estimated $9.27K.
  • First Trust Enhanced Short Maturity ETF made up 0.33% of Weitzel Financial Services's portfolio in Q3 2026, its #25 holding.
  • Weitzel Financial Services first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2022 and has held it in 18 quarters since.
  • Weitzel Financial Services's First Trust Enhanced Short Maturity ETF position peaked at $9.7M in Q2 2023.
  • 74 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on Weitzel Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.