Peak Planning Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Peak Planning 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
2024 Q1	–	Sell	-5,006	Closed	-$299K	–	77
2023 Q4	$299K	Sell	5,006 -927	-16%	-$55.3K	0.21%	59
2023 Q3	$353K	Sell	5,933 -837	-12%	-$49.9K	0.28%	56
2023 Q2	$402K	Sell	6,770 -557	-8%	-$33.2K	0.3%	54
2023 Q1	$436K	Sell	7,327 -442	-6%	-$26.3K	0.35%	51
2022 Q4	$462K	Sell	7,769 -14,233	-65%	-$846K	0.41%	51
2022 Q3	$1.31M	Sell	22,002 -4,524	-17%	-$269K	1.21%	20
2022 Q2	$1.58M	Buy	+26,526	New	+$1.58M	1.32%	17
2021 Q4	$2.33M	Sell	38,934 -8,084	-17%	-$484K	1.72%	11
2021 Q3	$2.82M	Buy	+47,018	New	+$2.82M	2.43%	9
2021 Q1	$4.16M	Buy	69,336 +11,509	+20%	+$691K	4.06%	6
2020 Q4	$3.47M	Buy	57,827 +12,808	+28%	+$769K	3.94%	7
2020 Q3	$2.7M	Buy	+45,019	New	+$2.7M	3.78%	8

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Peak Planning Group's FTSM Position: Q1 2024 in Review

Peak Planning Group sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2024, closing a stake of 5,006 shares — an estimated $299K sold.

Peak Planning Group first reported a position in FTSM in Q3 2020 and held it in 12 quarters. The position peaked at $4.16M in Q1 2021. 398 funds tracked by Wall St. Rank hold FTSM as of Q1 2024.

Peak Planning Group reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2024 after selling out during the quarter.
Peak Planning Group sold 5,006 First Trust Enhanced Short Maturity ETF shares in Q1 2024, an estimated $299K.
Peak Planning Group first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2020 and held it in 12 quarters.
Peak Planning Group's First Trust Enhanced Short Maturity ETF position peaked at $4.16M in Q1 2021.
398 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2024.

Based on Peak Planning Group's 13F filing for Q1 2024, filed 26 May 2026.