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Main Street Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Main Street Group’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
Q4 		– Sell
-35
Closed -$2.1K – 790
2024
Q3 		$2.1K Hold
35
– – ﹤0.01% 667
2024
Q2 		$2.09K Hold
35
– – ﹤0.01% 714
2024
Q1 		$2.09K Hold
35
– – ﹤0.01% 748
2023
Q4 		$2.09K Buy
+35
New +$2.09K ﹤0.01% 1104

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Main Street Group's FTSM Position: Q4 2024 in Review

Main Street Group sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2024, closing a stake of 35 shares — an estimated $2.1K sold.

Main Street Group first reported a position in FTSM in Q4 2023 and held it in 4 quarters. The position peaked at $2.1K in Q3 2024. 436 funds tracked by Wall St. Rank hold FTSM as of Q4 2024.

  • Main Street Group reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2024 after selling out during the quarter.
  • Main Street Group sold 35 First Trust Enhanced Short Maturity ETF shares in Q4 2024, an estimated $2.1K.
  • Main Street Group first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2023 and held it in 4 quarters.
  • Main Street Group's First Trust Enhanced Short Maturity ETF position peaked at $2.1K in Q3 2024.
  • 436 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2024.

Based on Main Street Group's 13F filing for Q4 2024, filed 14 Feb 2025.