Altus Wealth Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Altus Wealth 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
2024 Q1	–	Sell	-5,294	Closed	-$316K	–	147
2023 Q4	$316K	Sell	5,294 -500	-9%	-$29.8K	0.18%	110
2023 Q3	$344K	Sell	5,794 -355	-6%	-$21.1K	0.22%	96
2023 Q2	$365K	Buy	6,149 +221	+4%	+$13.2K	0.22%	96
2023 Q1	$353K	Sell	5,928 -451	-7%	-$26.9K	0.24%	95
2022 Q4	$379K	Buy	+6,379	New	+$379K	0.29%	86

Other funds holding FTSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Altus Wealth Group's FTSM Position: Q1 2024 in Review

Altus Wealth Group sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2024, closing a stake of 5,294 shares — an estimated $316K sold.

Altus Wealth Group first reported a position in FTSM in Q4 2022 and held it in 5 quarters. The position peaked at $379K in Q4 2022. 398 funds tracked by Wall St. Rank hold FTSM as of Q1 2024.

Altus Wealth Group reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2024 after selling out during the quarter.
Altus Wealth Group sold 5,294 First Trust Enhanced Short Maturity ETF shares in Q1 2024, an estimated $316K.
Altus Wealth Group first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and held it in 5 quarters.
Altus Wealth Group's First Trust Enhanced Short Maturity ETF position peaked at $379K in Q4 2022.
398 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2024.

Based on Altus Wealth Group's 13F filing for Q1 2024, filed 2 May 2024.