Hudson Portfolio Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Hudson Portfolio 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
2023 Q4	–	Sell	-6,755	Closed	-$401K	–	101
2023 Q3	$401K	Buy	6,755 +600	+10%	+$35.7K	0.46%	66
2023 Q2	$366K	Sell	6,155 -25	-0.4%	-$1.49K	0.4%	74
2023 Q1	$368K	Sell	6,180 -150	-2%	-$8.94K	0.41%	73
2022 Q4	$376K	Sell	6,330 -50	-0.8%	-$2.97K	0.42%	74
2022 Q3	$378K	Sell	6,380 -425	-6%	-$25.3K	0.45%	64
2022 Q2	$404K	Sell	6,805 -3,295	-33%	-$196K	0.42%	70
2022 Q1	$601K	Sell	10,100 -4,450	-31%	-$266K	0.53%	61
2021 Q4	$870K	Sell	14,550 -13,305	-48%	-$797K	0.77%	44
2021 Q3	$1.67M	Sell	27,855 -15,790	-36%	-$946K	1.54%	21
2021 Q2	$2.62M	Buy	43,645 +1,850	+4%	+$111K	2.4%	9
2021 Q1	$2.51M	Buy	+41,795	New	+$2.51M	2.41%	10

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

Hudson Portfolio Management's FTSM Position: Q4 2023 in Review

Hudson Portfolio Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2023, closing a stake of 6,755 shares — an estimated $401K sold.

Hudson Portfolio Management first reported a position in FTSM in Q1 2021 and held it in 11 quarters. The position peaked at $2.62M in Q2 2021. 418 funds tracked by Wall St. Rank hold FTSM as of Q4 2023.

Hudson Portfolio Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2023 after selling out during the quarter.
Hudson Portfolio Management sold 6,755 First Trust Enhanced Short Maturity ETF shares in Q4 2023, an estimated $401K.
Hudson Portfolio Management first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2021 and held it in 11 quarters.
Hudson Portfolio Management's First Trust Enhanced Short Maturity ETF position peaked at $2.62M in Q2 2021.
418 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2023.

Based on Hudson Portfolio Management's 13F filing for Q4 2023, filed 13 Feb 2024.