HBW Advisory Services’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

HBW 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
2023 Q3	–	Sell	-14,260	Closed	-$847K	–	315
2023 Q2	$847K	Buy	14,260 +5,383	+61%	+$321K	0.18%	126
2023 Q1	$528K	Buy	8,877 +2,639	+42%	+$157K	0.13%	164
2022 Q4	$371K	Sell	6,238 -14,354	-70%	-$853K	0.1%	187
2022 Q3	$1.22M	Buy	20,592 +15,703	+321%	+$933K	0.34%	82
2022 Q2	$290K	Buy	+4,889	New	+$291K	0.07%	180
2020 Q3	–	Sell	-22,970	Closed	-$1.38M	–	211
2020 Q2	$1.38M	Buy	22,970 +2,698	+13%	+$161K	0.64%	56
2020 Q1	$1.2M	Buy	20,272 +1,905	+10%	+$114K	0.87%	45
2019 Q4	$1.1M	Buy	+18,367	New	+$1.1M	0.64%	49

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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 $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors

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

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return