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Laurel Wealth Planning’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Laurel Wealth Planning’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
Q2 		– Sell
-53
Closed -$3K – 255
2022
Q1 		$3K Buy
+53
New +$3.16K ﹤0.01% 235

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Laurel Wealth Planning's FTSM Position: Q2 2022 in Review

Laurel Wealth Planning sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2022, closing a stake of 53 shares — an estimated $3K sold.

Laurel Wealth Planning first reported a position in FTSM in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 321 funds tracked by Wall St. Rank hold FTSM as of Q2 2022.

  • Laurel Wealth Planning reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 53 First Trust Enhanced Short Maturity ETF shares in Q2 2022, an estimated $3K.
  • Laurel Wealth Planning first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2022 and held it in 1 quarter.
  • Laurel Wealth Planning's First Trust Enhanced Short Maturity ETF position peaked at $3K in Q1 2022.
  • 321 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2022.

Based on Laurel Wealth Planning's 13F filing for Q2 2022, filed 9 Aug 2022.