Ignite Planners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Ignite Planners’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	-9,456	Closed	-$563K	–	304
2023 Q3	$563K	Buy	9,456 +83	+0.9%	+$4.94K	0.17%	148
2023 Q2	$557K	Buy	9,373 +4	+0%	+$238	0.21%	105
2023 Q1	$558K	Sell	9,369 -91	-1%	-$5.42K	0.23%	111
2022 Q4	$564K	Buy	+9,460	New	+$562K	0.24%	109

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

Ignite Planners's FTSM Position: Q4 2023 in Review

Ignite Planners sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2023, closing a stake of 9,456 shares — an estimated $563K sold.

Ignite Planners first reported a position in FTSM in Q4 2022 and held it in 4 quarters. The position peaked at $564K in Q4 2022. 418 funds tracked by Wall St. Rank hold FTSM as of Q4 2023.

Ignite Planners reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2023 after selling out during the quarter.
Ignite Planners sold 9,456 First Trust Enhanced Short Maturity ETF shares in Q4 2023, an estimated $563K.
Ignite Planners first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and held it in 4 quarters.
Ignite Planners's First Trust Enhanced Short Maturity ETF position peaked at $564K in Q4 2022.
418 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2023.

Based on Ignite Planners's 13F filing for Q4 2023, filed 9 Jan 2024.