HPM
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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
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