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

Almanack 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
Q4 		– Sell
-52
Closed -$3K – 546
2022
Q3 		$3K Buy
+52
New +$3.09K ﹤0.01% 660

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UBS Group
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Bank of America
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First Trust Advisors
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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Almanack Investment Partners's FTSM Position: Q4 2022 in Review

Almanack Investment Partners sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2022, closing a stake of 52 shares — an estimated $3K sold.

Almanack Investment Partners first reported a position in FTSM in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 386 funds tracked by Wall St. Rank hold FTSM as of Q4 2022.

  • Almanack Investment Partners reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 52 First Trust Enhanced Short Maturity ETF shares in Q4 2022, an estimated $3K.
  • Almanack Investment Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's First Trust Enhanced Short Maturity ETF position peaked at $3K in Q3 2022.
  • 386 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.