Juncture Wealth Strategies’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Juncture Wealth Strategies’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 Q2	–	Sell	-7,175	Closed	-$427K	–	118
2023 Q1	$427K	Hold	7,175	–	–	0.21%	85
2022 Q4	$426K	Buy	7,175 +1,230	+21%	+$73.1K	0.2%	76
2022 Q3	$353K	Hold	5,945	–	–	0.18%	83
2022 Q2	$353K	Hold	5,945	–	–	0.17%	86
2022 Q1	$354K	Buy	+5,945	New	+$355K	0.17%	93

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Juncture Wealth Strategies's FTSM Position: Q2 2023 in Review

Juncture Wealth Strategies sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2023, closing a stake of 7,175 shares — an estimated $427K sold.

Juncture Wealth Strategies first reported a position in FTSM in Q1 2022 and held it in 5 quarters. The position peaked at $427K in Q1 2023. 388 funds tracked by Wall St. Rank hold FTSM as of Q2 2023.

Juncture Wealth Strategies reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2023 after selling out during the quarter.
Juncture Wealth Strategies sold 7,175 First Trust Enhanced Short Maturity ETF shares in Q2 2023, an estimated $427K.
Juncture Wealth Strategies first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2022 and held it in 5 quarters.
Juncture Wealth Strategies's First Trust Enhanced Short Maturity ETF position peaked at $427K in Q1 2023.
388 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2023.

Based on Juncture Wealth Strategies's 13F filing for Q2 2023, filed 12 Jul 2023.