Peterson Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Peterson Wealth 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 Q3	–	Sell	-65,305	Closed	-$3.88M	–	63
2023 Q2	$3.88M	Buy	65,305 +21,842	+50%	+$1.3M	3.07%	7
2023 Q1	$2.59M	Buy	+43,463	New	+$2.59M	2.48%	11
2022 Q4	–	Sell	-19,178	Closed	-$1.14M	–	57
2022 Q3	$1.14M	Sell	19,178 -21,636	-53%	-$1.29M	1.06%	28
2022 Q2	$2.42M	Buy	+40,814	New	+$2.43M	3.13%	9
2021 Q4	–	Sell	-17,559	Closed	-$1.05M	–	60
2021 Q3	$1.05M	Sell	17,559 -138	-0.8%	-$8.27K	0.82%	38
2021 Q2	$1.06M	Sell	17,697 -48,325	-73%	-$2.9M	0.83%	38
2021 Q1	$3.96M	Sell	66,022 -53,812	-45%	-$3.23M	3.36%	11
2020 Q4	$7.2M	Buy	119,834 +2,021	+2%	+$121K	5.84%	7
2020 Q3	$7.07M	Buy	117,813 +58,535	+99%	+$3.52M	6.26%	5
2020 Q2	$3.56M	Buy	59,278 +14,609	+33%	+$872K	3.53%	10
2020 Q1	$2.64M	Sell	44,669 -2,650	-6%	-$159K	3.21%	12
2019 Q4	$2.85M	Buy	+47,319	New	+$2.84M	2.59%	15

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

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

TAM

Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return

Peterson Wealth Management's FTSM Position: Q3 2023 in Review

Peterson Wealth Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2023, closing a stake of 65,305 shares — an estimated $3.88M sold.

Peterson Wealth Management first reported a position in FTSM in Q4 2019 and held it in 12 quarters. The position peaked at $7.2M in Q4 2020. 391 funds tracked by Wall St. Rank hold FTSM as of Q3 2023.

Peterson Wealth Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2023 after selling out during the quarter.
Peterson Wealth Management sold 65,305 First Trust Enhanced Short Maturity ETF shares in Q3 2023, an estimated $3.88M.
Peterson Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2019 and held it in 12 quarters.
Peterson Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $7.2M in Q4 2020.
391 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2023.

Based on Peterson Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.