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

Howard 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 Q4	–	Sell	-27,941	Closed	-$1.66M	–	115
2022 Q3	$1.66M	Sell	27,941 -4,605	-14%	-$274K	1.17%	23
2022 Q2	$1.93M	Sell	32,546 -4,490	-12%	-$267K	2.05%	15
2022 Q1	$2.2M	Sell	37,036 -2,440	-6%	-$146K	1.2%	21
2021 Q4	$2.36M	Sell	39,476 -3,360	-8%	-$201K	1.25%	20
2021 Q3	$2.57M	Sell	42,836 -4,735	-10%	-$284K	1.43%	17
2021 Q2	$2.85M	Sell	47,571 -755	-2%	-$45.3K	1.57%	16
2021 Q1	$2.9M	Sell	48,326 -2,169	-4%	-$130K	1.69%	16
2020 Q4	$3.03M	Sell	50,495 -2,047	-4%	-$123K	1.89%	12
2020 Q3	$3.15M	Sell	52,542 -138	-0.3%	-$8.29K	2.25%	11
2020 Q2	$3.16M	Sell	52,680 -1,340	-2%	-$80K	2.58%	11
2020 Q1	$3.19M	Buy	+54,020	New	+$3.23M	3.35%	8

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Howard Wealth Management's FTSM Position: Q4 2022 in Review

Howard Wealth Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2022, closing a stake of 27,941 shares — an estimated $1.66M sold.

Howard Wealth Management first reported a position in FTSM in Q1 2020 and held it in 11 quarters. The position peaked at $3.19M in Q1 2020. 387 funds tracked by Wall St. Rank hold FTSM as of Q4 2022.

Howard Wealth Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2022 after selling out during the quarter.
Howard Wealth Management sold 27,941 First Trust Enhanced Short Maturity ETF shares in Q4 2022, an estimated $1.66M.
Howard Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2020 and held it in 11 quarters.
Howard Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $3.19M in Q1 2020.
387 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2022.

Based on Howard Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.