Ford Financial Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Ford Financial Group’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 Q3	–	Sell	-23,087	Closed	-$1.37M	–	125
2022 Q2	$1.37M	Sell	23,087 -1,317	-5%	-$78.4K	0.56%	39
2022 Q1	$1.45M	Sell	24,404 -7,332	-23%	-$438K	0.56%	37
2021 Q4	$1.9K	Sell	31,736 -3,653	-10%	-$219K	0.38%	32
2021 Q3	$2.12M	Buy	35,389 +1,044	+3%	+$62.6K	0.82%	29
2021 Q2	$2.06M	Buy	34,345 +1,193	+4%	+$71.5K	0.77%	28
2021 Q1	$1.99M	Buy	33,152 +9,518	+40%	+$571K	0.85%	26
2020 Q4	$1.42M	Buy	23,634 +4,607	+24%	+$277K	0.67%	30
2020 Q3	$1.14M	Buy	19,027 +1,309	+7%	+$78.6K	0.62%	30
2020 Q2	$1.06M	Buy	17,718 +11,265	+175%	+$673K	0.59%	30
2020 Q1	$380K	Sell	6,453 -1,455	-18%	-$87.1K	0.25%	49
2019 Q4	$475K	Sell	7,908 -1,799	-19%	-$108K	0.27%	43
2019 Q3	$583K	Buy	9,707 +1,314	+16%	+$79K	0.37%	36
2019 Q2	$504K	Buy	8,393 +3,045	+57%	+$183K	0.34%	37
2019 Q1	$320K	Buy	5,348 +595	+13%	+$35.7K	0.23%	43
2018 Q4	$284K	Buy	+4,753	New	+$285K	0.21%	43

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ford Financial Group's FTSM Position: Q3 2022 in Review

Ford Financial Group sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2022, closing a stake of 23,087 shares — an estimated $1.37M sold.

Ford Financial Group first reported a position in FTSM in Q4 2018 and held it in 15 quarters. The position peaked at $2.12M in Q3 2021. 344 funds tracked by Wall St. Rank hold FTSM as of Q3 2022.

Ford Financial Group reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2022 after selling out during the quarter.
Ford Financial Group sold 23,087 First Trust Enhanced Short Maturity ETF shares in Q3 2022, an estimated $1.37M.
Ford Financial Group first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2018 and held it in 15 quarters.
Ford Financial Group's First Trust Enhanced Short Maturity ETF position peaked at $2.12M in Q3 2021.
344 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2022.

Based on Ford Financial Group's 13F filing for Q3 2022, filed 11 Oct 2022.