MassMutual Private Wealth & Trust’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

MassMutual Private Wealth & Trust’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	-193	Closed	-$11.6K	–	2320
2024 Q3	$11.6K	Sell	193 -6,861	-97%	-$411K	﹤0.01%	1090
2024 Q2	$420K	Buy	7,054 +6,784	+2,513%	+$405K	0.01%	319
2024 Q1	$16.1K	Hold	270	–	–	﹤0.01%	891
2023 Q4	$16.1K	Hold	270	–	–	﹤0.01%	867
2023 Q3	$16K	Hold	270	–	–	﹤0.01%	861
2023 Q2	$16K	Hold	270	–	–	﹤0.01%	812
2023 Q1	$16.1K	Hold	270	–	–	﹤0.01%	795
2022 Q4	$16K	Hold	270	–	–	﹤0.01%	681
2022 Q3	$16K	Hold	270	–	–	﹤0.01%	634
2022 Q2	$16K	Hold	270	–	–	﹤0.01%	616
2022 Q1	$16K	Buy	+270	New	+$16.1K	﹤0.01%	640
2018 Q3	–	Sell	-1,400	Closed	-$84K	–	1022
2018 Q2	$84K	Buy	+1,400	New	+$84K	0.01%	387

Other funds holding FTSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MassMutual Private Wealth & Trust's FTSM Position: Q4 2024 in Review

MassMutual Private Wealth & Trust sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2024, closing a stake of 193 shares — an estimated $11.6K sold.

MassMutual Private Wealth & Trust first reported a position in FTSM in Q2 2018 and held it in 12 quarters. The position peaked at $420K in Q2 2024. 437 funds tracked by Wall St. Rank hold FTSM as of Q4 2024.

MassMutual Private Wealth & Trust reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2024 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 193 First Trust Enhanced Short Maturity ETF shares in Q4 2024, an estimated $11.6K.
MassMutual Private Wealth & Trust first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2018 and held it in 12 quarters.
MassMutual Private Wealth & Trust's First Trust Enhanced Short Maturity ETF position peaked at $420K in Q2 2024.
437 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2024, filed 16 Jan 2025.