Pinnacle Private Wealth’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Pinnacle Private Wealth’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 Q2	$1.33M	Buy	22,408 +14,717	+191%	+$876K	0.52%	49
2022 Q1	$458K	Sell	7,691 -6,751	-47%	-$403K	0.14%	166
2021 Q4	$864K	Buy	+14,442	New	+$865K	0.27%	89

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pinnacle Private Wealth's FTSM Position: Q2 2022 in Review

Pinnacle Private Wealth increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 191% in Q2 2022, buying an estimated $876K and bringing the position to 22,408 shares worth $1.33M. The position accounts for 0.52% of the portfolio, ranked #49.

Pinnacle Private Wealth first reported a position in FTSM in Q4 2021 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold FTSM as of Q2 2022.

Pinnacle Private Wealth held 22,408 shares of First Trust Enhanced Short Maturity ETF worth $1.33M as of Q2 2022.
Pinnacle Private Wealth bought 14,717 First Trust Enhanced Short Maturity ETF shares in Q2 2022, an estimated $876K.
First Trust Enhanced Short Maturity ETF made up 0.52% of Pinnacle Private Wealth's portfolio in Q2 2022, its #49 holding.
Pinnacle Private Wealth first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2021 and has held it in 3 quarters since.
320 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.