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

Benedict Financial 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
2024 Q3	–	Sell	-3,692	Closed	-$220K	–	128
2024 Q2	$220K	Sell	3,692 -175	-5%	-$10.4K	0.06%	124
2024 Q1	$231K	Buy	3,867 +1	+0%	+$60	0.06%	124
2023 Q4	$231K	Buy	3,866 +2	+0.1%	+$119	0.06%	119
2023 Q3	$230K	Buy	3,864 +288	+8%	+$17.2K	0.07%	118
2023 Q2	$212K	Buy	3,576 +36	+1%	+$2.15K	0.06%	120
2023 Q1	$211K	Sell	3,540 -66	-2%	-$3.93K	0.06%	116
2022 Q4	$214K	Buy	+3,606	New	+$214K	0.06%	113
2022 Q1	–	Sell	-4,005	Closed	-$239K	–	123
2021 Q4	$239K	Buy	4,005 +1	+0%	+$60	0.06%	121
2021 Q3	$240K	Hold	4,004	–	–	0.07%	120
2021 Q2	$240K	Buy	4,004 +1	+0%	+$60	0.07%	123
2021 Q1	$240K	Buy	4,003 +171	+4%	+$10.3K	0.07%	121
2020 Q4	$230K	Buy	+3,832	New	+$230K	0.08%	101

Other funds holding FTSM

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

RJFSA

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

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

Benedict Financial Advisors's FTSM Position: Q3 2024 in Review

Benedict Financial Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2024, closing a stake of 3,692 shares — an estimated $220K sold.

Benedict Financial Advisors first reported a position in FTSM in Q4 2020 and held it in 12 quarters. The position peaked at $240K in Q3 2021. 400 funds tracked by Wall St. Rank hold FTSM as of Q3 2024.

Benedict Financial Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2024 after selling out during the quarter.
Benedict Financial Advisors sold 3,692 First Trust Enhanced Short Maturity ETF shares in Q3 2024, an estimated $220K.
Benedict Financial Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2020 and held it in 12 quarters.
Benedict Financial Advisors's First Trust Enhanced Short Maturity ETF position peaked at $240K in Q3 2021.
400 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2024.

Based on Benedict Financial Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.