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Bennett Associates Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Bennett Associates Wealth Management’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
Q4 		– Sell
-16,420
Closed -$983K – 49
2024
Q3 		$983K Buy
16,420
+942
+6% +$56.4K 0.81% 23
2024
Q2 		$922K Buy
15,478
+101
+0.7% +$6.03K 0.83% 21
2024
Q1 		$917K Buy
15,377
+1,808
+13% +$108K 0.83% 22
2023
Q4 		$810K Buy
+13,569
New +$809K 0.79% 20

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bennett Associates Wealth Management's FTSM Position: Q4 2024 in Review

Bennett Associates Wealth Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2024, closing a stake of 16,420 shares — an estimated $983K sold.

Bennett Associates Wealth Management first reported a position in FTSM in Q4 2023 and held it in 4 quarters. The position peaked at $983K in Q3 2024. 436 funds tracked by Wall St. Rank hold FTSM as of Q4 2024.

  • Bennett Associates Wealth Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2024 after selling out during the quarter.
  • Bennett Associates Wealth Management sold 16,420 First Trust Enhanced Short Maturity ETF shares in Q4 2024, an estimated $983K.
  • Bennett Associates Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2023 and held it in 4 quarters.
  • Bennett Associates Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $983K in Q3 2024.
  • 436 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2024.

Based on Bennett Associates Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.