Garden State Investment Advisory Services’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Garden State Investment Advisory Services’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 Q1	–	Sell	-5,390	Closed	-$322K	–	258
2023 Q4	$322K	Sell	5,390 -1,299	-19%	-$77.4K	0.13%	151
2023 Q3	$397K	Sell	6,689 -2,050	-23%	-$122K	0.18%	112
2023 Q2	$519K	Sell	8,739 -2,380	-21%	-$142K	0.2%	92
2023 Q1	$662K	Sell	11,119 -4,885	-31%	-$291K	0.29%	69
2022 Q4	$951K	Buy	+16,004	New	+$951K	0.56%	38

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Garden State Investment Advisory Services's FTSM Position: Q1 2024 in Review

Garden State Investment Advisory Services sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2024, closing a stake of 5,390 shares — an estimated $322K sold.

Garden State Investment Advisory Services first reported a position in FTSM in Q4 2022 and held it in 5 quarters. The position peaked at $951K in Q4 2022. 396 funds tracked by Wall St. Rank hold FTSM as of Q1 2024.

Garden State Investment Advisory Services reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2024 after selling out during the quarter.
Garden State Investment Advisory Services sold 5,390 First Trust Enhanced Short Maturity ETF shares in Q1 2024, an estimated $322K.
Garden State Investment Advisory Services first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and held it in 5 quarters.
Garden State Investment Advisory Services's First Trust Enhanced Short Maturity ETF position peaked at $951K in Q4 2022.
396 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2024.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2024, filed 14 May 2024.