National Bank of Canada
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National Bank of Canada’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

National Bank of Canada’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
Q1 		– Sell
-37,700
Closed -$2.25M – 2794
2023
Q4 		$2.25M Sell
37,700
-99,300
-72% -$5.92M ﹤0.01% 988
2023
Q3 		$8.14M Buy
+137,000
New +$8.16M 0.01% 664

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

National Bank of Canada's FTSM Position: Q1 2024 in Review

National Bank of Canada sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2024, closing a stake of 37,700 shares — an estimated $2.25M sold.

National Bank of Canada first reported a position in FTSM in Q3 2023 and held it in 2 quarters. The position peaked at $8.14M in Q3 2023. 397 funds tracked by Wall St. Rank hold FTSM as of Q1 2024.

  • National Bank of Canada reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2024 after selling out during the quarter.
  • National Bank of Canada sold 37,700 First Trust Enhanced Short Maturity ETF shares in Q1 2024, an estimated $2.25M.
  • National Bank of Canada first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2023 and held it in 2 quarters.
  • National Bank of Canada's First Trust Enhanced Short Maturity ETF position peaked at $8.14M in Q3 2023.
  • 397 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2024.

Based on National Bank of Canada's 13F filing for Q1 2024, filed 13 May 2024.