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Masso Torrence Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Masso Torrence Wealth Management’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
2022
Q1 		– Sell
-1,250
Closed -$75K – 179
2021
Q4 		$75K Buy
+1,250
New +$74.8K 0.05% 124

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Masso Torrence Wealth Management's FTSM Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2022, closing a stake of 1,250 shares — an estimated $75K sold.

Masso Torrence Wealth Management first reported a position in FTSM in Q4 2021 and held it in 1 quarter. The position peaked at $75K in Q4 2021. 291 funds tracked by Wall St. Rank hold FTSM as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 1,250 First Trust Enhanced Short Maturity ETF shares in Q1 2022, an estimated $75K.
  • Masso Torrence Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $75K in Q4 2021.
  • 291 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.