IRC
FTSM icon

Investors Research Corp’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Investors Research Corp’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
2024
Q4 		– Sell
-145
Closed -$8.68K – 962
2024
Q3 		$8.68K Sell
145
-1,427
-91% -$85.5K ﹤0.01% 700
2024
Q2 		$93.7K Buy
1,572
+87
+6% +$5.19K 0.02% 404
2024
Q1 		$88.5K Buy
+1,485
New +$88.7K 0.02% 418

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Investors Research Corp's FTSM Position: Q4 2024 in Review

Investors Research Corp sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2024, closing a stake of 145 shares — an estimated $8.68K sold.

Investors Research Corp first reported a position in FTSM in Q1 2024 and held it in 3 quarters. The position peaked at $93.7K in Q2 2024. 436 funds tracked by Wall St. Rank hold FTSM as of Q4 2024.

  • Investors Research Corp reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2024 after selling out during the quarter.
  • Investors Research Corp sold 145 First Trust Enhanced Short Maturity ETF shares in Q4 2024, an estimated $8.68K.
  • Investors Research Corp first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2024 and held it in 3 quarters.
  • Investors Research Corp's First Trust Enhanced Short Maturity ETF position peaked at $93.7K in Q2 2024.
  • 436 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2024.

Based on Investors Research Corp's 13F filing for Q4 2024, filed 7 Feb 2025.