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

Firethorn 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
2023 Q2	–	Sell	-3,670	Closed	-$218K	–	125
2023 Q1	$218K	Sell	3,670 -1,511	-29%	-$90K	0.17%	104
2022 Q4	$308K	Sell	5,181 -6,190	-54%	-$368K	0.26%	83
2022 Q3	$675K	Buy	+11,371	New	+$676K	0.63%	33

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $170B AUM 46.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Firethorn Wealth Partners's FTSM Position: Q2 2023 in Review

Firethorn Wealth Partners sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2023, closing a stake of 3,670 shares — an estimated $218K sold.

Firethorn Wealth Partners first reported a position in FTSM in Q3 2022 and held it in 3 quarters. The position peaked at $675K in Q3 2022. 389 funds tracked by Wall St. Rank hold FTSM as of Q2 2023.

Firethorn Wealth Partners reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2023 after selling out during the quarter.
Firethorn Wealth Partners sold 3,670 First Trust Enhanced Short Maturity ETF shares in Q2 2023, an estimated $218K.
Firethorn Wealth Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2022 and held it in 3 quarters.
Firethorn Wealth Partners's First Trust Enhanced Short Maturity ETF position peaked at $675K in Q3 2022.
389 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2023.

Based on Firethorn Wealth Partners's 13F filing for Q2 2023, filed 1 Aug 2023.