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Mowery & Schoenfeld Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Mowery & Schoenfeld 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
2024
Q3 		– Sell
-31
Closed -$1.88K – 247
2024
Q2 		$1.88K Buy
+31
New +$1.85K ﹤0.01% 191

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's FTSM Position: Q3 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2024, closing a stake of 31 shares — an estimated $1.88K sold.

Mowery & Schoenfeld Wealth Management first reported a position in FTSM in Q2 2024 and held it in 1 quarter. The position peaked at $1.88K in Q2 2024. 398 funds tracked by Wall St. Rank hold FTSM as of Q3 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 31 First Trust Enhanced Short Maturity ETF shares in Q3 2024, an estimated $1.88K.
  • Mowery & Schoenfeld Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $1.88K in Q2 2024.
  • 398 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.