Bessemer Group
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Bessemer Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Bessemer 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
2023
Q2 		– Sell
-616
Closed -$36K – 2287
2023
Q1 		$36K Buy
616
+412
+202% +$24.5K ﹤0.01% 1281
2022
Q4 		$12K Buy
+204
New +$12.1K ﹤0.01% 1402

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

Bessemer Group's FTSM Position: Q2 2023 in Review

Bessemer Group sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2023, closing a stake of 616 shares — an estimated $36K sold.

Bessemer Group first reported a position in FTSM in Q4 2022 and held it in 2 quarters. The position peaked at $36K in Q1 2023. 388 funds tracked by Wall St. Rank hold FTSM as of Q2 2023.

  • Bessemer Group reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2023 after selling out during the quarter.
  • Bessemer Group sold 616 First Trust Enhanced Short Maturity ETF shares in Q2 2023, an estimated $36K.
  • Bessemer Group first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and held it in 2 quarters.
  • Bessemer Group's First Trust Enhanced Short Maturity ETF position peaked at $36K in Q1 2023.
  • 388 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2023.

Based on Bessemer Group's 13F filing for Q2 2023, filed 10 Aug 2023.