Ahrens Investment Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Ahrens Investment Partners’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
2022 Q3	–	Sell	-300	Closed	-$18K	–	441
2022 Q2	$18K	Hold	300	–	–	0.01%	519
2022 Q1	$18K	Sell	300 -1,600	-84%	-$95.5K	0.01%	597
2021 Q4	$114K	Buy	+1,900	New	+$114K	0.05%	261
2021 Q2	–	Sell	-10,900	Closed	-$654K	–	246
2021 Q1	$654K	Hold	10,900	–	–	0.33%	90
2020 Q4	$654K	Buy	10,900 +600	+6%	+$36K	0.35%	70
2020 Q3	$618K	Buy	+10,300	New	+$619K	0.41%	61

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ahrens Investment Partners's FTSM Position: Q3 2022 in Review

Ahrens Investment Partners sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2022, closing a stake of 300 shares — an estimated $18K sold.

Ahrens Investment Partners first reported a position in FTSM in Q3 2020 and held it in 6 quarters. The position peaked at $654K in Q1 2021. 344 funds tracked by Wall St. Rank hold FTSM as of Q3 2022.

Ahrens Investment Partners reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2022 after selling out during the quarter.
Ahrens Investment Partners sold 300 First Trust Enhanced Short Maturity ETF shares in Q3 2022, an estimated $18K.
Ahrens Investment Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2020 and held it in 6 quarters.
Ahrens Investment Partners's First Trust Enhanced Short Maturity ETF position peaked at $654K in Q1 2021.
344 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2022.

Based on Ahrens Investment Partners's 13F filing for Q3 2022, filed 8 Nov 2022.