Holloway Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Holloway Wealth Management’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 Q1	–	Hold	0	–	–	–	7
2021 Q4	–	Hold	0	–	–	–	47
2021 Q3	–	Hold	0	–	–	–	45
2021 Q2	–	Hold	0	–	–	–	48
2021 Q1	–	Hold	0	–	–	–	18
2020 Q4	–	Hold	0	–	–	–	26
2020 Q3	–	Hold	0	–	–	–	26
2020 Q2	–	Hold	0	–	–	–	34
2020 Q1	–	Hold	0	–	–	–	27
2019 Q4	–	Hold	0	–	–	–	37
2019 Q3	–	Hold	0	–	–	–	38

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

Bank of America

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Royal Bank of Canada

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return