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BSW Wealth Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

BSW Wealth Partners’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
Q1 		– Sell
-5,419
Closed -$324K – 296
2021
Q4 		$324K Buy
+5,419
New +$324K 0.08% 183

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UBS Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
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UCFA
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RJFSA
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Osaic Holdings
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BSW Wealth Partners's FTSM Position: Q1 2022 in Review

BSW Wealth Partners sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2022, closing a stake of 5,419 shares — an estimated $324K sold.

BSW Wealth Partners first reported a position in FTSM in Q4 2021 and held it in 1 quarter. The position peaked at $324K in Q4 2021. 291 funds tracked by Wall St. Rank hold FTSM as of Q1 2022.

  • BSW Wealth Partners reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2022 after selling out during the quarter.
  • BSW Wealth Partners sold 5,419 First Trust Enhanced Short Maturity ETF shares in Q1 2022, an estimated $324K.
  • BSW Wealth Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2021 and held it in 1 quarter.
  • BSW Wealth Partners's First Trust Enhanced Short Maturity ETF position peaked at $324K in Q4 2021.
  • 291 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2022.

Based on BSW Wealth Partners's 13F filing for Q1 2022, filed 16 May 2022.