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

Legend Financial Advisors’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
2024
Q1 		– Sell
-227
Closed -$13.5K – 189
2023
Q4 		$13.5K Hold
227
– – 0.01% 111
2023
Q3 		$13.5K Hold
227
– – 0.01% 119
2023
Q2 		$13.5K Buy
+227
New +$13.5K 0.01% 129

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Legend Financial Advisors's FTSM Position: Q1 2024 in Review

Legend Financial Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2024, closing a stake of 227 shares — an estimated $13.5K sold.

Legend Financial Advisors first reported a position in FTSM in Q2 2023 and held it in 3 quarters. The position peaked at $13.5K in Q4 2023. 398 funds tracked by Wall St. Rank hold FTSM as of Q1 2024.

  • Legend Financial Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2024 after selling out during the quarter.
  • Legend Financial Advisors sold 227 First Trust Enhanced Short Maturity ETF shares in Q1 2024, an estimated $13.5K.
  • Legend Financial Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2023 and held it in 3 quarters.
  • Legend Financial Advisors's First Trust Enhanced Short Maturity ETF position peaked at $13.5K in Q4 2023.
  • 398 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2024.

Based on Legend Financial Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.