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

EPG 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 Q2	–	Sell	-712	Closed	-$42.4K	–	418
2023 Q1	$42.4K	Buy	712 +5	+0.7%	+$298	0.01%	302
2022 Q4	$42K	Buy	707 +7	+1%	+$416	0.02%	272
2022 Q3	$42K	Buy	+700	New	+$41.6K	0.02%	267
2020 Q2	–	Sell	-1,300	Closed	-$77K	–	362
2020 Q1	$77K	Buy	+1,300	New	+$77.8K	0.06%	214

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 $377B AUM 19.32% 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 $140B AUM 27.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

EPG Wealth Management's FTSM Position: Q2 2023 in Review

EPG Wealth Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2023, closing a stake of 712 shares — an estimated $42.4K sold.

EPG Wealth Management first reported a position in FTSM in Q1 2020 and held it in 4 quarters. The position peaked at $77K in Q1 2020. 388 funds tracked by Wall St. Rank hold FTSM as of Q2 2023.

EPG Wealth Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2023 after selling out during the quarter.
EPG Wealth Management sold 712 First Trust Enhanced Short Maturity ETF shares in Q2 2023, an estimated $42.4K.
EPG Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2020 and held it in 4 quarters.
EPG Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $77K in Q1 2020.
388 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2023.

Based on EPG Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.