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

Cyndeo 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
2024
Q4 		– Sell
-5,915
Closed -$354K – 450
2024
Q3 		$354K Buy
+5,915
New +$354K 0.02% 348

Other funds holding FTSM

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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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cyndeo Wealth Partners's FTSM Position: Q4 2024 in Review

Cyndeo Wealth Partners sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2024, closing a stake of 5,915 shares — an estimated $354K sold.

Cyndeo Wealth Partners first reported a position in FTSM in Q3 2024 and held it in 1 quarter. The position peaked at $354K in Q3 2024. 436 funds tracked by Wall St. Rank hold FTSM as of Q4 2024.

  • Cyndeo Wealth Partners reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2024 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 5,915 First Trust Enhanced Short Maturity ETF shares in Q4 2024, an estimated $354K.
  • Cyndeo Wealth Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2024 and held it in 1 quarter.
  • Cyndeo Wealth Partners's First Trust Enhanced Short Maturity ETF position peaked at $354K in Q3 2024.
  • 436 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2024, filed 21 Jan 2025.