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

Pitti Group 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
2022
Q1 		– Sell
-12,131
Closed -$725K – 68
2021
Q4 		$725K Buy
+12,131
New +$726K 0.81% 36

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pitti Group Wealth Management's FTSM Position: Q1 2022 in Review

Pitti Group Wealth Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2022, closing a stake of 12,131 shares — an estimated $725K sold.

Pitti Group Wealth Management first reported a position in FTSM in Q4 2021 and held it in 1 quarter. The position peaked at $725K in Q4 2021. 292 funds tracked by Wall St. Rank hold FTSM as of Q1 2022.

  • Pitti Group Wealth Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2022 after selling out during the quarter.
  • Pitti Group Wealth Management sold 12,131 First Trust Enhanced Short Maturity ETF shares in Q1 2022, an estimated $725K.
  • Pitti Group Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2021 and held it in 1 quarter.
  • Pitti Group Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $725K in Q4 2021.
  • 292 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2022.

Based on Pitti Group Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.