Kore Private Wealth’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Kore Private Wealth’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
2022 Q3	$9.66M	Buy	+162,821	New	+$9.68M	1.74%	14

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Kore Private Wealth's FTSM Position: Q3 2022 in Review

Kore Private Wealth opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2022: 162,821 shares worth $9.66M. The stake represents 1.74% of the portfolio and ranks #14 among its holdings.

345 funds tracked by Wall St. Rank hold FTSM as of Q3 2022.

Kore Private Wealth held 162,821 shares of First Trust Enhanced Short Maturity ETF worth $9.66M as of Q3 2022.
First Trust Enhanced Short Maturity ETF was a new Kore Private Wealth position in Q3 2022.
First Trust Enhanced Short Maturity ETF made up 1.74% of Kore Private Wealth's portfolio in Q3 2022, its #14 holding.
345 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.