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Coppell Advisory Solutions Corp’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		$32.5M Buy
+545,893
New +$32.6M 6.13% 2
2023
Q1 		$58.9M Buy
986,445
+636,652
+182% +$37.9M 19.31% 1
2022
Q4 		$20.8M Buy
+349,793
New +$20.8M 7.04% 2

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
UBS Group
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Coppell Advisory Solutions Corp's FTSM Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2024: 545,893 shares worth $32.5M. The stake represents 6.13% of the portfolio and ranks #2 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in FTSM as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in FTSM in Q4 2022 and has held it in 3 quarters since. The position peaked at $58.9M in Q1 2023. 396 funds tracked by Wall St. Rank hold FTSM as of Q1 2024.

  • Coppell Advisory Solutions Corp held 545,893 shares of First Trust Enhanced Short Maturity ETF worth $32.5M as of Q1 2024.
  • First Trust Enhanced Short Maturity ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • First Trust Enhanced Short Maturity ETF made up 6.13% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #2 holding.
  • Coppell Advisory Solutions Corp first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and has held it in 3 quarters since.
  • Coppell Advisory Solutions Corp's First Trust Enhanced Short Maturity ETF position peaked at $58.9M in Q1 2023.
  • 396 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.