Heck Capital Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Heck Capital 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	-3,459	Closed	-$206K	–	200
2023 Q4	$206K	Buy	3,459 +1,431	+71%	+$85.3K	0.03%	132
2023 Q3	$121K	Sell	2,028 -1,123	-36%	-$66.9K	0.02%	133
2023 Q2	$187K	Buy	3,151 +2,812	+829%	+$168K	0.03%	121
2023 Q1	$20.2K	Buy	+339	New	+$20.2K	﹤0.01%	135

Other funds holding FTSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Heck Capital Advisors's FTSM Position: Q1 2024 in Review

Heck Capital Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2024, closing a stake of 3,459 shares — an estimated $206K sold.

Heck Capital Advisors first reported a position in FTSM in Q1 2023 and held it in 4 quarters. The position peaked at $206K in Q4 2023. 398 funds tracked by Wall St. Rank hold FTSM as of Q1 2024.

Heck Capital Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2024 after selling out during the quarter.
Heck Capital Advisors sold 3,459 First Trust Enhanced Short Maturity ETF shares in Q1 2024, an estimated $206K.
Heck Capital Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2023 and held it in 4 quarters.
Heck Capital Advisors's First Trust Enhanced Short Maturity ETF position peaked at $206K in Q4 2023.
398 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2024.

Based on Heck Capital Advisors's 13F filing for Q1 2024, filed 19 May 2025.