Freedom Investment Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Freedom Investment 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 Q1	–	Sell	-25,565	Closed	-$1.52M	–	730
2022 Q4	$1.52M	Sell	25,565 -8,646	-25%	-$514K	0.17%	154
2022 Q3	$2.03M	Sell	34,211 -11,374	-25%	-$676K	0.23%	101
2022 Q2	$2.71M	Buy	45,585 +28,955	+174%	+$1.72M	0.29%	80
2022 Q1	$990K	Sell	16,630 -41,753	-72%	-$2.49M	0.09%	294
2021 Q4	$3.49M	Buy	58,383 +4,931	+9%	+$295K	0.26%	90
2021 Q3	$3.2M	Buy	53,452 +22,064	+70%	+$1.32M	0.24%	88
2021 Q2	$1.88M	Buy	31,388 +3,284	+12%	+$197K	0.14%	171
2021 Q1	$1.69M	Buy	+28,104	New	+$1.69M	0.13%	186

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

Freedom Investment Management's FTSM Position: Q1 2023 in Review

Freedom Investment Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2023, closing a stake of 25,565 shares — an estimated $1.52M sold.

Freedom Investment Management first reported a position in FTSM in Q1 2021 and held it in 8 quarters. The position peaked at $3.49M in Q4 2021. 401 funds tracked by Wall St. Rank hold FTSM as of Q1 2023.

Freedom Investment Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2023 after selling out during the quarter.
Freedom Investment Management sold 25,565 First Trust Enhanced Short Maturity ETF shares in Q1 2023, an estimated $1.52M.
Freedom Investment Management first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2021 and held it in 8 quarters.
Freedom Investment Management's First Trust Enhanced Short Maturity ETF position peaked at $3.49M in Q4 2021.
401 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.