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Industrial Alliance Investment Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Industrial Alliance Investment 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
Q3 		– Sell
-7,670
Closed -$456K – 70
2023
Q2 		$456K Buy
+7,670
New +$457K 0.24% 31

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UBS Group
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Bank of America
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Osaic Holdings
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Royal Bank of Canada
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Industrial Alliance Investment Management's FTSM Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2023, closing a stake of 7,670 shares — an estimated $456K sold.

Industrial Alliance Investment Management first reported a position in FTSM in Q2 2023 and held it in 1 quarter. The position peaked at $456K in Q2 2023. 391 funds tracked by Wall St. Rank hold FTSM as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 7,670 First Trust Enhanced Short Maturity ETF shares in Q3 2023, an estimated $456K.
  • Industrial Alliance Investment Management first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2023 and held it in 1 quarter.
  • Industrial Alliance Investment Management's First Trust Enhanced Short Maturity ETF position peaked at $456K in Q2 2023.
  • 391 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.