Peterson Financial Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Peterson Financial 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 Q3	$2.48K	Buy	+41	New	+$2.46K	0.01%	357

Other funds holding FTSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

Peterson Financial Group's FTSM Position: Q3 2024 in Review

Peterson Financial Group opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2024: 41 shares worth $2.48K. The stake represents 0.01% of the portfolio and ranks #357 among its holdings.

399 funds tracked by Wall St. Rank hold FTSM as of Q3 2024.

Peterson Financial Group held 41 shares of First Trust Enhanced Short Maturity ETF worth $2.48K as of Q3 2024.
First Trust Enhanced Short Maturity ETF was a new Peterson Financial Group position in Q3 2024.
First Trust Enhanced Short Maturity ETF made up 0.01% of Peterson Financial Group's portfolio in Q3 2024, its #357 holding.
399 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.