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Lee Financial’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Lee Financial’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
Q4 		– Sell
-233
Closed -$13.9K – 886
2023
Q3 		$13.9K Buy
+233
New +$13.9K ﹤0.01% 358

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Lee Financial's FTSM Position: Q4 2023 in Review

Lee Financial sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2023, closing a stake of 233 shares — an estimated $13.9K sold.

Lee Financial first reported a position in FTSM in Q3 2023 and held it in 1 quarter. The position peaked at $13.9K in Q3 2023. 418 funds tracked by Wall St. Rank hold FTSM as of Q4 2023.

  • Lee Financial reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 233 First Trust Enhanced Short Maturity ETF shares in Q4 2023, an estimated $13.9K.
  • Lee Financial first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2023 and held it in 1 quarter.
  • Lee Financial's First Trust Enhanced Short Maturity ETF position peaked at $13.9K in Q3 2023.
  • 418 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.