Wilkerson Advisory Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Wilkerson Advisory Group’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	$586K	Buy	9,814 +81	+0.8%	+$4.85K	0.18%	53
2026 Q1	$582K	Sell	9,733 -562	-5%	-$33.7K	0.2%	47
2025 Q4	$617K	Buy	+10,295	New	+$618K	0.22%	47

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

Wilkerson Advisory Group's FTSM Position: Q2 2026 in Review

Wilkerson Advisory Group increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 0.83% in Q2 2026, buying an estimated $4.85K and bringing the position to 9,814 shares worth $586K. The position accounts for 0.18% of the portfolio, ranked #53.

Wilkerson Advisory Group first reported a position in FTSM in Q4 2025 and has held it in 3 quarters since. The position peaked at $617K in Q4 2025. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Wilkerson Advisory Group held 9,814 shares of First Trust Enhanced Short Maturity ETF worth $586K as of Q2 2026.
Wilkerson Advisory Group bought 81 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $4.85K.
First Trust Enhanced Short Maturity ETF made up 0.18% of Wilkerson Advisory Group's portfolio in Q2 2026, its #53 holding.
Wilkerson Advisory Group first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2025 and has held it in 3 quarters since.
Wilkerson Advisory Group's First Trust Enhanced Short Maturity ETF position peaked at $617K in Q4 2025.
421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.