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Ballew Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Ballew Advisors’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
-12,616
Closed -$749K – 97
2022
Q2 		$749K Buy
+12,616
New +$751K 0.68% 37

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $170B AUM 46.21% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ballew Advisors's FTSM Position: Q3 2022 in Review

Ballew Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2022, closing a stake of 12,616 shares — an estimated $749K sold.

Ballew Advisors first reported a position in FTSM in Q2 2022 and held it in 1 quarter. The position peaked at $749K in Q2 2022. 344 funds tracked by Wall St. Rank hold FTSM as of Q3 2022.

  • Ballew Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2022 after selling out during the quarter.
  • Ballew Advisors sold 12,616 First Trust Enhanced Short Maturity ETF shares in Q3 2022, an estimated $749K.
  • Ballew Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2022 and held it in 1 quarter.
  • Ballew Advisors's First Trust Enhanced Short Maturity ETF position peaked at $749K in Q2 2022.
  • 344 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2022.

Based on Ballew Advisors's 13F filing for Q3 2022, filed 11 Oct 2022.