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Heritage Wealth Management (Arizona)’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$71.4K Buy
1,202
+601
+100% +$35.7K 0.01% 458
2022
Q3 		$36K Buy
+601
New +$35.7K 0.01% 448

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s FTSM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 100% in Q4 2022, buying an estimated $35.7K and bringing the position to 1,202 shares worth $71.4K. The position accounts for 0.01% of the portfolio, ranked #458.

Heritage Wealth Management (Arizona) first reported a position in FTSM in Q3 2022 and has held it in 2 quarters since. 386 funds tracked by Wall St. Rank hold FTSM as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,202 shares of First Trust Enhanced Short Maturity ETF worth $71.4K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 601 First Trust Enhanced Short Maturity ETF shares in Q4 2022, an estimated $35.7K.
  • First Trust Enhanced Short Maturity ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #458 holding.
  • Heritage Wealth Management (Arizona) first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2022 and has held it in 2 quarters since.
  • 386 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.