World Equity Group
FTSM icon

World Equity Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

World Equity 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
Q3 		$366K Sell
6,154
-622
-9% -$37.2K 0.15% 147
2026
Q2 		$405K Sell
6,776
-4,762
-41% -$285K 0.09% 256
2026
Q1 		$690K Sell
11,538
-1,128
-9% -$67.6K 0.18% 136
2025
Q4 		$759K Buy
12,666
+7,723
+156% +$463K 0.21% 113
2025
Q3 		$296K Sell
4,943
-47
-0.9% -$2.82K 0.07% 277
2025
Q2 		$299K Buy
4,990
+332
+7% +$19.9K 0.08% 247
2025
Q1 		$279K Sell
4,658
-8,948
-66% -$536K 0.08% 238
2024
Q4 		$813K Buy
13,606
+271
+2% +$16.2K 0.17% 129
2024
Q3 		$798K Sell
13,335
-2,648
-17% -$159K 0.29% 78
2024
Q2 		$953K Sell
15,983
-8,190
-34% -$489K 0.28% 97
2024
Q1 		$1.44M Buy
24,173
+3,827
+19% +$229K 0.3% 89
2023
Q4 		$1.39M Sell
20,346
-5,478
-21% -$327K 0.28% 87
2023
Q3 		$1.44M Sell
25,824
-5,086
-16% -$303K 0.3% 81
2023
Q2 		$1.84M Buy
30,910
+12,450
+67% +$742K 0.54% 40
2023
Q1 		$976K Sell
18,460
-7,230
-28% -$431K 0.15% 166
2022
Q4 		$1.53M Buy
25,690
+10,460
+69% +$621K 0.36% 78
2022
Q3 		$903K Buy
15,230
+10,095
+197% +$600K 0.23% 109
2022
Q2 		$305K Buy
5,135
+1,775
+53% +$106K 0.08% 249
2022
Q1 		$200K Buy
+3,360
New +$201K 0.04% 345

Other funds holding FTSM

BDFS Capital
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
Guided Capital Wealth Management
Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 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

World Equity Group's FTSM Position: Q3 2026 in Review

World Equity Group reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 9.2% in Q3 2026, selling an estimated $37.2K and leaving 6,154 shares worth $366K. The position accounts for 0.15% of the portfolio, ranked #147.

World Equity Group first reported a position in FTSM in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.84M in Q2 2023. 102 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

  • World Equity Group held 6,154 shares of First Trust Enhanced Short Maturity ETF worth $366K as of Q3 2026.
  • World Equity Group sold 622 First Trust Enhanced Short Maturity ETF shares in Q3 2026, an estimated $37.2K.
  • First Trust Enhanced Short Maturity ETF made up 0.15% of World Equity Group's portfolio in Q3 2026, its #147 holding.
  • World Equity Group first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2022 and has held it in 19 quarters since.
  • World Equity Group's First Trust Enhanced Short Maturity ETF position peaked at $1.84M in Q2 2023.
  • 102 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.