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Heritage Financial Services’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Heritage Financial 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
2022
Q3 		– Sell
-64
Closed -$3K – 215
2022
Q2 		$3K Buy
+64
New +$3.81K ﹤0.01% 390

Other funds holding FTSM

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Heritage Financial Services's FTSM Position: Q3 2022 in Review

Heritage Financial Services sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2022, closing a stake of 64 shares — an estimated $3K sold.

Heritage Financial Services first reported a position in FTSM in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 344 funds tracked by Wall St. Rank hold FTSM as of Q3 2022.

  • Heritage Financial Services reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 64 First Trust Enhanced Short Maturity ETF shares in Q3 2022, an estimated $3K.
  • Heritage Financial Services first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's First Trust Enhanced Short Maturity ETF position peaked at $3K in Q2 2022.
  • 344 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.