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

ARS Wealth Advisors 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
2022 Q4	–	Sell	-5,188	Closed	-$308K	–	141
2022 Q3	$308K	Sell	5,188 -2,253	-30%	-$134K	0.05%	115
2022 Q2	$442K	Buy	+7,441	New	+$443K	0.06%	110

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

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

ARS Wealth Advisors Group's FTSM Position: Q4 2022 in Review

ARS Wealth Advisors Group sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2022, closing a stake of 5,188 shares — an estimated $308K sold.

ARS Wealth Advisors Group first reported a position in FTSM in Q2 2022 and held it in 2 quarters. The position peaked at $442K in Q2 2022. 386 funds tracked by Wall St. Rank hold FTSM as of Q4 2022.

ARS Wealth Advisors Group reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2022 after selling out during the quarter.
ARS Wealth Advisors Group sold 5,188 First Trust Enhanced Short Maturity ETF shares in Q4 2022, an estimated $308K.
ARS Wealth Advisors Group first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2022 and held it in 2 quarters.
ARS Wealth Advisors Group's First Trust Enhanced Short Maturity ETF position peaked at $442K in Q2 2022.
386 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2022.

Based on ARS Wealth Advisors Group's 13F filing for Q4 2022, filed 13 Feb 2023.