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Bivin & Associates’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Bivin & Associates’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
Q2 		$21K Hold
359
– – 0.02% 125
2022
Q1 		$21K Sell
359
-540
-60% -$32.2K 0.02% 144
2021
Q4 		$54K Buy
+899
New +$53.8K 0.05% 83

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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 $68.3B AUM 20.5% 1-Year Est. Return

Bivin & Associates's FTSM Position: Q2 2022 in Review

Bivin & Associates held its First Trust Enhanced Short Maturity ETF (FTSM) position steady in Q2 2022 at 359 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #125.

Bivin & Associates first reported a position in FTSM in Q4 2021 and has held it in 3 quarters since. The position peaked at $54K in Q4 2021. 321 funds tracked by Wall St. Rank hold FTSM as of Q2 2022.

  • Bivin & Associates held 359 shares of First Trust Enhanced Short Maturity ETF worth $21K as of Q2 2022.
  • Bivin & Associates left its First Trust Enhanced Short Maturity ETF share count unchanged in Q2 2022.
  • First Trust Enhanced Short Maturity ETF made up 0.02% of Bivin & Associates's portfolio in Q2 2022, its #125 holding.
  • Bivin & Associates first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's First Trust Enhanced Short Maturity ETF position peaked at $54K in Q4 2021.
  • 321 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.