Murphy Middleton Hinkle & Parker’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Murphy Middleton Hinkle & Parker’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 Q2	–	Sell	-7,652	Closed	-$455K	–	136
2023 Q1	$455K	Hold	7,652	–	–	0.28%	91
2022 Q4	$455K	Hold	7,652	–	–	0.29%	91
2022 Q3	$454K	Hold	7,652	–	–	0.32%	88
2022 Q2	$454K	Hold	7,652	–	–	0.29%	89
2022 Q1	$456K	Hold	7,652	–	–	0.24%	95
2021 Q4	$458K	Sell	7,652 -232	-3%	-$13.9K	0.24%	97
2021 Q3	$473K	Hold	7,884	–	–	0.27%	92
2021 Q2	$473K	Hold	7,884	–	–	0.26%	94
2021 Q1	$473K	Hold	7,884	–	–	0.28%	95
2020 Q4	$473K	Sell	7,884 -608	-7%	-$36.5K	0.32%	87
2020 Q3	$510K	Sell	8,492 -1,000	-11%	-$60.1K	0.37%	81
2020 Q2	$569K	Hold	9,492	–	–	0.42%	75
2020 Q1	$560K	Hold	9,492	–	–	0.49%	66
2019 Q4	$570K	Hold	9,492	–	–	0.38%	74
2019 Q3	$570K	Sell	9,492 -1,800	-16%	-$108K	0.4%	71
2019 Q2	$678K	Sell	11,292 -2,500	-18%	-$150K	0.48%	67
2019 Q1	$827K	Hold	13,792	–	–	0.57%	57
2018 Q4	$825K	Buy	13,792 +125	+0.9%	+$7.5K	0.63%	53
2018 Q3	$820K	Sell	13,667 -1,333	-9%	-$80K	0.58%	58
2018 Q2	$900K	Hold	15,000	–	–	0.67%	53
2018 Q1	$899K	Sell	15,000 -6,000	-29%	-$360K	0.7%	53
2017 Q4	$1.26M	Buy	+21,000	New	+$1.26M	0.94%	40

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

Murphy Middleton Hinkle & Parker's FTSM Position: Q2 2023 in Review

Murphy Middleton Hinkle & Parker sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2023, closing a stake of 7,652 shares — an estimated $455K sold.

Murphy Middleton Hinkle & Parker first reported a position in FTSM in Q4 2017 and held it in 22 quarters. The position peaked at $1.26M in Q4 2017. 389 funds tracked by Wall St. Rank hold FTSM as of Q2 2023.

Murphy Middleton Hinkle & Parker reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2023 after selling out during the quarter.
Murphy Middleton Hinkle & Parker sold 7,652 First Trust Enhanced Short Maturity ETF shares in Q2 2023, an estimated $455K.
Murphy Middleton Hinkle & Parker first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2017 and held it in 22 quarters.
Murphy Middleton Hinkle & Parker's First Trust Enhanced Short Maturity ETF position peaked at $1.26M in Q4 2017.
389 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2023.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q2 2023, filed 5 Jul 2023.