Hoey Investments’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Hoey Investments’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 Q4	–	Sell	-213	Closed	-$12.7K	–	356
2023 Q3	$12.7K	Hold	213	–	–	﹤0.01%	196
2023 Q2	$12.7K	Hold	213	–	–	﹤0.01%	197
2023 Q1	$12.7K	Hold	213	–	–	﹤0.01%	203
2022 Q4	$12.7K	Hold	213	–	–	0.01%	202
2022 Q3	$13K	Hold	213	–	–	0.01%	217
2022 Q2	$13K	Hold	213	–	–	0.01%	176
2022 Q1	$13K	Hold	213	–	–	﹤0.01%	160
2021 Q4	$13K	Hold	213	–	–	﹤0.01%	163
2021 Q3	$13K	Hold	213	–	–	﹤0.01%	160
2021 Q2	$13K	Hold	213	–	–	﹤0.01%	159
2021 Q1	$13K	Hold	213	–	–	﹤0.01%	159
2020 Q4	$13K	Buy	+213	New	+$12.8K	﹤0.01%	134

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Hoey Investments's FTSM Position: Q4 2023 in Review

Hoey Investments sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2023, closing a stake of 213 shares — an estimated $12.7K sold.

Hoey Investments first reported a position in FTSM in Q4 2020 and held it in 12 quarters. The position peaked at $13K in Q3 2022. 418 funds tracked by Wall St. Rank hold FTSM as of Q4 2023.

Hoey Investments reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2023 after selling out during the quarter.
Hoey Investments sold 213 First Trust Enhanced Short Maturity ETF shares in Q4 2023, an estimated $12.7K.
Hoey Investments first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2020 and held it in 12 quarters.
Hoey Investments's First Trust Enhanced Short Maturity ETF position peaked at $13K in Q3 2022.
418 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2023.

Based on Hoey Investments's 13F filing for Q4 2023, filed 13 Feb 2024.