Money Concepts Capital’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-862	Closed	-$51.2K	–	1395
2022 Q4	$51.2K	Sell	862 -1,604	-65%	-$95.3K	﹤0.01%	1230
2022 Q3	$146K	Sell	2,466 -97	-4%	-$5.76K	0.01%	484
2022 Q2	$152K	Buy	2,563 +1,418	+124%	+$84.4K	0.01%	467
2022 Q1	$68K	Buy	1,145 +1,080	+1,662%	+$64.5K	﹤0.01%	1124
2021 Q4	$4K	Buy	+65	New	+$3.89K	﹤0.01%	713

Other funds holding FTSM

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

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

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Money Concepts Capital's FTSM Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2023, closing a stake of 862 shares — an estimated $51.2K sold.

Money Concepts Capital first reported a position in FTSM in Q4 2021 and held it in 5 quarters. The position peaked at $152K in Q2 2022. 401 funds tracked by Wall St. Rank hold FTSM as of Q1 2023.

Money Concepts Capital reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 862 First Trust Enhanced Short Maturity ETF shares in Q1 2023, an estimated $51.2K.
Money Concepts Capital first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2021 and held it in 5 quarters.
Money Concepts Capital's First Trust Enhanced Short Maturity ETF position peaked at $152K in Q2 2022.
401 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.