White Wing Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

White Wing Wealth 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	$1.08M	Sell	18,070 -4,043	-18%	-$242K	0.56%	20
2026 Q1	$1.32M	Buy	22,113 +6,871	+45%	+$412K	0.79%	16
2025 Q4	$913K	Buy	15,242 +8,236	+118%	+$494K	0.55%	17
2025 Q3	$420K	Buy	7,006 +3,113	+80%	+$187K	0.26%	25
2025 Q2	$233K	Sell	3,893 -105	-3%	-$6.29K	0.16%	29
2025 Q1	$240K	Sell	3,998 -338	-8%	-$20.2K	0.19%	26
2024 Q4	$259K	Buy	4,336 +68	+2%	+$4.07K	0.19%	24
2024 Q3	$256K	Buy	4,268 +52	+1%	+$3.12K	0.2%	24
2024 Q2	$251K	Sell	4,216 -480	-10%	-$28.7K	0.2%	28
2024 Q1	$280K	Buy	+4,696	New	+$281K	0.23%	28

Other funds holding FTSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

White Wing Wealth Management's FTSM Position: Q2 2026 in Review

White Wing Wealth Management reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 18% in Q2 2026, selling an estimated $242K and leaving 18,070 shares worth $1.08M. The position accounts for 0.56% of the portfolio, ranked #20.

White Wing Wealth Management first reported a position in FTSM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.32M in Q1 2026. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

White Wing Wealth Management held 18,070 shares of First Trust Enhanced Short Maturity ETF worth $1.08M as of Q2 2026.
White Wing Wealth Management sold 4,043 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $242K.
First Trust Enhanced Short Maturity ETF made up 0.56% of White Wing Wealth Management's portfolio in Q2 2026, its #20 holding.
White Wing Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2024 and has held it in 10 quarters since.
White Wing Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $1.32M in Q1 2026.
425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on White Wing Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.