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

Destiny 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	-1,880	Closed	-$112K	–	566
2021 Q4	$112K	Hold	1,880	–	–	0.02%	223
2021 Q3	$113K	Buy	+1,880	New	+$113K	0.02%	205
2021 Q2	–	Sell	-1,880	Closed	-$113K	–	304
2021 Q1	$113K	Sell	1,880 -2,002	-52%	-$120K	0.02%	201
2020 Q4	$233K	Buy	+3,882	New	+$233K	0.05%	194

Other funds holding FTSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

RJFSA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Destiny Wealth Partners's FTSM Position: Q1 2022 in Review

Destiny Wealth Partners sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2022, closing a stake of 1,880 shares — an estimated $112K sold.

Destiny Wealth Partners first reported a position in FTSM in Q4 2020 and held it in 4 quarters. The position peaked at $233K in Q4 2020. 291 funds tracked by Wall St. Rank hold FTSM as of Q1 2022.

Destiny Wealth Partners reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2022 after selling out during the quarter.
Destiny Wealth Partners sold 1,880 First Trust Enhanced Short Maturity ETF shares in Q1 2022, an estimated $112K.
Destiny Wealth Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2020 and held it in 4 quarters.
Destiny Wealth Partners's First Trust Enhanced Short Maturity ETF position peaked at $233K in Q4 2020.
291 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2022.

Based on Destiny Wealth Partners's 13F filing for Q1 2022, filed 21 Apr 2022.