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

Catalyst 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
2023 Q1	$1.53M	Sell	25,677 -24,474	-49%	-$1.46M	1.43%	17
2022 Q4	$2.98M	Buy	+50,151	New	+$2.98M	2.81%	2

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Catalyst Wealth Management's FTSM Position: Q1 2023 in Review

Catalyst Wealth Management reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 49% in Q1 2023, selling an estimated $1.46M and leaving 25,677 shares worth $1.53M. The position accounts for 1.43% of the portfolio, ranked #17.

Catalyst Wealth Management first reported a position in FTSM in Q4 2022 and has held it in 2 quarters since. The position peaked at $2.98M in Q4 2022. 401 funds tracked by Wall St. Rank hold FTSM as of Q1 2023.

Catalyst Wealth Management held 25,677 shares of First Trust Enhanced Short Maturity ETF worth $1.53M as of Q1 2023.
Catalyst Wealth Management sold 24,474 First Trust Enhanced Short Maturity ETF shares in Q1 2023, an estimated $1.46M.
First Trust Enhanced Short Maturity ETF made up 1.43% of Catalyst Wealth Management's portfolio in Q1 2023, its #17 holding.
Catalyst Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and has held it in 2 quarters since.
Catalyst Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $2.98M in Q4 2022.
401 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.