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Paladin Advisory Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Paladin Advisory Group’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
2022
Q1 		– Sell
-449
Closed -$26K – 355
2021
Q4 		$26K Buy
+449
New +$26.9K 0.02% 205

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Paladin Advisory Group's FTSM Position: Q2 2022 in Review

Paladin Advisory Group sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2022, closing a stake of 449 shares — an estimated $26K sold.

Paladin Advisory Group first reported a position in FTSM in Q1 2022 and held it in 1 quarter. The position peaked at $26K in Q1 2022. 321 funds tracked by Wall St. Rank hold FTSM as of Q2 2022.

  • Paladin Advisory Group reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2022 after selling out during the quarter.
  • Paladin Advisory Group sold 449 First Trust Enhanced Short Maturity ETF shares in Q2 2022, an estimated $26K.
  • Paladin Advisory Group first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2022 and held it in 1 quarter.
  • Paladin Advisory Group's First Trust Enhanced Short Maturity ETF position peaked at $26K in Q1 2022.
  • 321 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2022.

Based on Paladin Advisory Group's 13F filing for Q2 2022, filed 6 Jul 2022.