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Gratus Wealth Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Gratus Wealth Advisors’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
-53,971
Closed -$3.22M – 136
2023
Q4 		$3.22M Buy
+53,971
New +$3.22M 0.63% 27

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Gratus Wealth Advisors's FTSM Position: Q1 2024 in Review

Gratus Wealth Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2024, closing a stake of 53,971 shares — an estimated $3.22M sold.

Gratus Wealth Advisors first reported a position in FTSM in Q4 2023 and held it in 1 quarter. The position peaked at $3.22M in Q4 2023. 397 funds tracked by Wall St. Rank hold FTSM as of Q1 2024.

  • Gratus Wealth Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2024 after selling out during the quarter.
  • Gratus Wealth Advisors sold 53,971 First Trust Enhanced Short Maturity ETF shares in Q1 2024, an estimated $3.22M.
  • Gratus Wealth Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2023 and held it in 1 quarter.
  • Gratus Wealth Advisors's First Trust Enhanced Short Maturity ETF position peaked at $3.22M in Q4 2023.
  • 397 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2024.

Based on Gratus Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.