Chilton Capital Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Chilton Capital 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
2024 Q3	–	Sell	-8,413	Closed	-$501K	–	658
2024 Q2	$501K	Hold	8,413	–	–	0.02%	161
2024 Q1	$502K	Hold	8,413	–	–	0.02%	165
2023 Q4	$502K	Hold	8,413	–	–	0.03%	164
2023 Q3	$500K	Hold	8,413	–	–	0.03%	153
2023 Q2	$500K	Hold	8,413	–	–	0.03%	158
2023 Q1	$501K	Hold	8,413	–	–	0.03%	154
2022 Q4	$500K	Hold	8,413	–	–	0.03%	161
2022 Q3	$499K	Buy	+8,413	New	+$500K	0.03%	157
2022 Q1	–	Sell	-100	Closed	-$6K	–	363
2021 Q4	$6K	Buy	+100	New	+$5.99K	﹤0.01%	542

Other funds holding FTSM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return