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

Executive 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
-102,383
Closed -$6.09M – 201
2023
Q1 		$6.09M Buy
+102,383
New +$6.1M 0.68% 48
2022
Q3 		– Sell
-106,235
Closed -$6.31M – 180
2022
Q2 		$6.31M Buy
+106,235
New +$6.32M 0.85% 36

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Executive Wealth Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2023, closing a stake of 102,383 shares — an estimated $6.09M sold.

Executive Wealth Management first reported a position in FTSM in Q2 2022 and held it in 2 quarters. The position peaked at $6.31M in Q2 2022. 388 funds tracked by Wall St. Rank hold FTSM as of Q2 2023.

  • Executive Wealth Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2023 after selling out during the quarter.
  • Executive Wealth Management sold 102,383 First Trust Enhanced Short Maturity ETF shares in Q2 2023, an estimated $6.09M.
  • Executive Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2022 and held it in 2 quarters.
  • Executive Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $6.31M in Q2 2022.
  • 388 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2023.

Based on Executive Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.