Moneywise Inc’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Moneywise Inc’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	-6,074	Closed	-$361K	–	51
2022 Q4	$361K	Sell	6,074 -7,171	-54%	-$426K	0.27%	34
2022 Q3	$786K	Buy	13,245 +3,890	+42%	+$231K	0.64%	25
2022 Q2	$555K	Buy	+9,355	New	+$557K	0.43%	30
2021 Q2	–	Sell	-12,174	Closed	-$730K	–	54
2021 Q1	$730K	Buy	12,174 +3,181	+35%	+$191K	0.49%	28
2020 Q4	$540K	Buy	+8,993	New	+$540K	0.39%	31
2019 Q4	–	Sell	-3,589	Closed	-$216K	–	41
2019 Q3	$216K	Buy	+3,589	New	+$216K	0.17%	37

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $140B AUM 27.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Moneywise Inc's FTSM Position: Q1 2023 in Review

Moneywise Inc sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2023, closing a stake of 6,074 shares — an estimated $361K sold.

Moneywise Inc first reported a position in FTSM in Q3 2019 and held it in 6 quarters. The position peaked at $786K in Q3 2022. 400 funds tracked by Wall St. Rank hold FTSM as of Q1 2023.

Moneywise Inc reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2023 after selling out during the quarter.
Moneywise Inc sold 6,074 First Trust Enhanced Short Maturity ETF shares in Q1 2023, an estimated $361K.
Moneywise Inc first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2019 and held it in 6 quarters.
Moneywise Inc's First Trust Enhanced Short Maturity ETF position peaked at $786K in Q3 2022.
400 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2023.

Based on Moneywise Inc's 13F filing for Q1 2023, filed 21 Apr 2023.