FGC
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Financial Gravity Companies’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Financial Gravity Companies’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 		$8.97K Hold
150
– – ﹤0.01% 585
2024
Q3 		$8.98K Buy
+150
New +$8.98K ﹤0.01% 370
2018
Q4 		$9K Buy
+147
New +$8.81K 0.01% 612

Other funds holding FTSM

Morgan Stanley
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

Financial Gravity Companies's FTSM Position: Q4 2024 in Review

Financial Gravity Companies held its First Trust Enhanced Short Maturity ETF (FTSM) position steady in Q4 2024 at 150 shares worth $8.97K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Financial Gravity Companies first reported a position in FTSM in Q4 2018 and has held it in 3 quarters since. The position peaked at $9K in Q4 2018. 436 funds tracked by Wall St. Rank hold FTSM as of Q4 2024.

  • Financial Gravity Companies held 150 shares of First Trust Enhanced Short Maturity ETF worth $8.97K as of Q4 2024.
  • Financial Gravity Companies left its First Trust Enhanced Short Maturity ETF share count unchanged in Q4 2024.
  • First Trust Enhanced Short Maturity ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #585 holding.
  • Financial Gravity Companies first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2018 and has held it in 3 quarters since.
  • Financial Gravity Companies's First Trust Enhanced Short Maturity ETF position peaked at $9K in Q4 2018.
  • 436 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.