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 $1.66T 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

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 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

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