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Great Diamond Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Great Diamond Partners’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
-4,166
Closed -$249K – 229
2023
Q4 		$249K Hold
4,166
– – 0.06% 200
2023
Q3 		$248K Buy
+4,166
New +$248K 0.07% 198

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UBS Group
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Bank of America
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
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Great Diamond Partners's FTSM Position: Q1 2024 in Review

Great Diamond Partners sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2024, closing a stake of 4,166 shares — an estimated $249K sold.

Great Diamond Partners first reported a position in FTSM in Q3 2023 and held it in 2 quarters. The position peaked at $249K in Q4 2023. 398 funds tracked by Wall St. Rank hold FTSM as of Q1 2024.

  • Great Diamond Partners reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2024 after selling out during the quarter.
  • Great Diamond Partners sold 4,166 First Trust Enhanced Short Maturity ETF shares in Q1 2024, an estimated $249K.
  • Great Diamond Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2023 and held it in 2 quarters.
  • Great Diamond Partners's First Trust Enhanced Short Maturity ETF position peaked at $249K in Q4 2023.
  • 398 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2024.

Based on Great Diamond Partners's 13F filing for Q1 2024, filed 8 May 2024.