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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Cambridge Investment Research Advisors

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