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Pinnacle Family Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Pinnacle Family Advisors’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
Q2 		– Sell
-65,799
Closed -$3.92M – 104
2023
Q1 		$3.92M Buy
65,799
+56,243
+589% +$3.35M 2.38% 11
2022
Q4 		$568K Sell
9,556
-83,956
-90% -$4.99M 0.41% 47
2022
Q3 		$5.55M Buy
93,512
+84,365
+922% +$5.01M 4.8% 5
2022
Q2 		$543K Sell
9,147
-10
-0.1% -$595 0.44% 47
2022
Q1 		$545K Sell
9,157
-4,803
-34% -$287K 0.29% 63
2021
Q4 		$835K Sell
13,960
-982
-7% -$58.8K 0.38% 44
2021
Q3 		$896K Buy
14,942
+5,595
+60% +$335K 0.4% 43
2021
Q2 		$560K Buy
9,347
+500
+6% +$30K 0.24% 65
2021
Q1 		$531K Buy
8,847
+380
+4% +$22.8K 0.28% 60
2020
Q4 		$508K Sell
8,467
-2,479
-23% -$149K 0.31% 61
2020
Q3 		$657K Buy
10,946
+8
+0.1% +$481 0.44% 35
2020
Q2 		$656K Buy
10,938
+14
+0.1% +$836 0.57% 34
2020
Q1 		$645K Buy
10,924
+5,100
+88% +$305K 0.78% 28
2019
Q4 		$350K Sell
5,824
-4,376
-43% -$263K 0.32% 56
2019
Q3 		$613K Buy
+10,200
New +$613K 0.54% 41
2019
Q2 		– Sell
-4,325
Closed -$259K – 81
2019
Q1 		$259K Sell
4,325
-37,575
-90% -$2.25M 0.23% 64
2018
Q4 		$2.51M Buy
+41,900
New +$2.51M 1.69% 18
2018
Q3 		– Sell
-400,000
Closed -$24M – 68
2018
Q2 		$24M Buy
+400,000
New +$24M 12.77% 1
2017
Q3 		– Sell
-315,200
Closed -$18.9M – 70
2017
Q2 		$18.9M Buy
315,200
+177,605
+129% +$10.7M 10.55% 1
2017
Q1 		$8.25M Buy
+137,595
New +$8.25M 5.1% 8

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Pinnacle Family Advisors's FTSM Position: Q2 2023 in Review

Pinnacle Family Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2023, closing a stake of 65,799 shares — an estimated $3.92M sold.

Pinnacle Family Advisors first reported a position in FTSM in Q1 2017 and held it in 20 quarters. The position peaked at $24M in Q2 2018. 389 funds tracked by Wall St. Rank hold FTSM as of Q2 2023.

  • Pinnacle Family Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2023 after selling out during the quarter.
  • Pinnacle Family Advisors sold 65,799 First Trust Enhanced Short Maturity ETF shares in Q2 2023, an estimated $3.92M.
  • Pinnacle Family Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2017 and held it in 20 quarters.
  • Pinnacle Family Advisors's First Trust Enhanced Short Maturity ETF position peaked at $24M in Q2 2018.
  • 389 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2023.

Based on Pinnacle Family Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.