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Osborne Partners Capital Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Osborne Partners Capital 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
2023
Q4 		– Sell
-4,217
Closed -$251K – 210
2023
Q3 		$251K Buy
+4,217
New +$251K 0.02% 180

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Bank of America
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RJFSA
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Cambridge Investment Research Advisors
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Osborne Partners Capital Management's FTSM Position: Q4 2023 in Review

Osborne Partners Capital Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2023, closing a stake of 4,217 shares — an estimated $251K sold.

Osborne Partners Capital Management first reported a position in FTSM in Q3 2023 and held it in 1 quarter. The position peaked at $251K in Q3 2023. 418 funds tracked by Wall St. Rank hold FTSM as of Q4 2023.

  • Osborne Partners Capital Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2023 after selling out during the quarter.
  • Osborne Partners Capital Management sold 4,217 First Trust Enhanced Short Maturity ETF shares in Q4 2023, an estimated $251K.
  • Osborne Partners Capital Management first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2023 and held it in 1 quarter.
  • Osborne Partners Capital Management's First Trust Enhanced Short Maturity ETF position peaked at $251K in Q3 2023.
  • 418 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2023.

Based on Osborne Partners Capital Management's 13F filing for Q4 2023, filed 22 Jan 2024.