AWM
FTSM icon

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

Activest 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
2023
Q1 		– Sell
-1,706
Closed -$101K – 403
2022
Q4 		$101K Buy
1,706
+17
+1% +$1.01K 0.03% 131
2022
Q3 		$100K Buy
1,689
+7
+0.4% +$416 0.03% 131
2022
Q2 		$100K Buy
+1,682
New +$100K 0.07% 63

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Activest Wealth Management's FTSM Position: Q1 2023 in Review

Activest Wealth Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2023, closing a stake of 1,706 shares — an estimated $101K sold.

Activest Wealth Management first reported a position in FTSM in Q2 2022 and held it in 3 quarters. The position peaked at $101K in Q4 2022. 400 funds tracked by Wall St. Rank hold FTSM as of Q1 2023.

  • Activest Wealth Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 1,706 First Trust Enhanced Short Maturity ETF shares in Q1 2023, an estimated $101K.
  • Activest Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2022 and held it in 3 quarters.
  • Activest Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $101K in Q4 2022.
  • 400 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.