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Avidian Wealth Enterprises’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Avidian Wealth Enterprises’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
Q2 		– Sell
-17,364
Closed -$1.03M – 442
2023
Q1 		$1.03M Sell
17,364
-1,848
-10% -$110K 0.06% 193
2022
Q4 		$1.14M Buy
+19,212
New +$1.14M 0.07% 158

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

Avidian Wealth Enterprises's FTSM Position: Q2 2023 in Review

Avidian Wealth Enterprises sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2023, closing a stake of 17,364 shares — an estimated $1.03M sold.

Avidian Wealth Enterprises first reported a position in FTSM in Q4 2022 and held it in 2 quarters. The position peaked at $1.14M in Q4 2022. 388 funds tracked by Wall St. Rank hold FTSM as of Q2 2023.

  • Avidian Wealth Enterprises reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 17,364 First Trust Enhanced Short Maturity ETF shares in Q2 2023, an estimated $1.03M.
  • Avidian Wealth Enterprises first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and held it in 2 quarters.
  • Avidian Wealth Enterprises's First Trust Enhanced Short Maturity ETF position peaked at $1.14M in Q4 2022.
  • 388 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2023, filed 3 Aug 2023.