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

BlueChip Wealth 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
2025
Q3 		– Sell
-35,509
Closed -$2.13M – 165
2025
Q2 		$2.13M Sell
35,509
-425
-1% -$25.5K 0.95% 27
2025
Q1 		$2.15M Sell
35,934
-99
-0.3% -$5.93K 1.06% 24
2024
Q4 		$2.15M Buy
36,033
+4,638
+15% +$278K 1.19% 21
2024
Q3 		$1.88M Sell
31,395
-1,268
-4% -$75.9K 0.98% 27
2024
Q2 		$1.95M Sell
32,663
-3,345
-9% -$200K 1.15% 24
2024
Q1 		$2.15M Sell
36,008
-14
-0% -$837 1.38% 20
2023
Q4 		$2.15M Buy
+36,022
New +$2.15M 1.51% 15

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return