WEG
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
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

BC
BDFS Capital Rehoboth Beach, Delaware $230M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return