Householder Group Estate & Retirement Specialist’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$123K	Sell	2,062 -952	-32%	-$57K	0.09%	137
2024 Q3	$180K	Buy	3,014 +200	+7%	+$12K	0.05%	259
2024 Q2	$167K	Buy	2,814 +40	+1%	+$2.39K	0.05%	269
2024 Q1	$165K	Sell	2,774 -1,728	-38%	-$103K	0.05%	267
2023 Q4	$268K	Buy	4,502 +1,048	+30%	+$62.5K	0.09%	202
2023 Q3	$205K	Buy	+3,454	New	+$206K	0.07%	215
2023 Q1	$379K	Buy	+6,376	New	+$380K	0.15%	138
2022 Q4	–	Sell	-11,521	Closed	-$683K	–	590
2022 Q3	$683K	Sell	11,521 -108,575	-90%	-$6.45M	0.28%	79
2022 Q2	$7.13M	Buy	+120,096	New	+$7.14M	3.19%	7

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FTSM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 32% in Q4 2024, selling an estimated $57K and leaving 2,062 shares worth $123K. The position accounts for 0.09% of the portfolio, ranked #137.

Householder Group Estate & Retirement Specialist first reported a position in FTSM in Q2 2022 and has held it in 9 quarters since. The position peaked at $7.13M in Q2 2022. 437 funds tracked by Wall St. Rank hold FTSM as of Q4 2024.

Householder Group Estate & Retirement Specialist held 2,062 shares of First Trust Enhanced Short Maturity ETF worth $123K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 952 First Trust Enhanced Short Maturity ETF shares in Q4 2024, an estimated $57K.
First Trust Enhanced Short Maturity ETF made up 0.09% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #137 holding.
Householder Group Estate & Retirement Specialist first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's First Trust Enhanced Short Maturity ETF position peaked at $7.13M in Q2 2022.
437 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.