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Legacy Capital Wealth Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Legacy Capital Wealth Partners’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
2025
Q2 		– Sell
-3,344
Closed -$200K – 378
2025
Q1 		$200K Buy
+3,344
New +$200K 0.05% 345
2024
Q4 		– Sell
-3,344
Closed -$200K – 363
2024
Q3 		$200K Buy
+3,344
New +$200K 0.04% 351
2024
Q1 		– Sell
-3,985
Closed -$238K – 192
2023
Q4 		$238K Sell
3,985
-9,887
-71% -$589K 0.07% 253
2023
Q3 		$824K Sell
13,872
-36,860
-73% -$2.2M 0.23% 91
2023
Q2 		$3.01M Sell
50,732
-84,091
-62% -$5.01M 2.5% 14
2023
Q1 		$8.02M Sell
134,823
-22,964
-15% -$1.37M 2.19% 12
2022
Q4 		$9.38M Buy
+157,787
New +$9.37M 4.48% 9

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return