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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
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

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

World Equity Group's FTSM Position: Q2 2026 in Review

World Equity Group reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 41% in Q2 2026, selling an estimated $285K and leaving 6,776 shares worth $405K. The position accounts for 0.09% of the portfolio, ranked #256.

World Equity Group first reported a position in FTSM in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.84M in Q2 2023. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • World Equity Group held 6,776 shares of First Trust Enhanced Short Maturity ETF worth $405K as of Q2 2026.
  • World Equity Group sold 4,762 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $285K.
  • First Trust Enhanced Short Maturity ETF made up 0.09% of World Equity Group's portfolio in Q2 2026, its #256 holding.
  • World Equity Group first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's First Trust Enhanced Short Maturity ETF position peaked at $1.84M in Q2 2023.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.