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

Prosperity 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
2025
Q1 		– Sell
-4,740
Closed -$283K – 178
2024
Q4 		$283K Buy
4,740
+13
+0.3% +$779 0.14% 123
2024
Q3 		$283K Sell
4,727
-577
-11% -$34.6K 0.16% 113
2024
Q2 		$316K Sell
5,304
-7,874
-60% -$470K 0.2% 102
2024
Q1 		$786K Sell
13,178
-114,090
-90% -$6.82M 0.49% 53
2023
Q4 		$7.59M Buy
127,268
+287
+0.2% +$17.1K 5.27% 3
2023
Q3 		$7.55M Buy
126,981
+42,988
+51% +$2.56M 6.23% 3
2023
Q2 		$4.99M Buy
83,993
+4,680
+6% +$279K 4.39% 4
2023
Q1 		$4.72M Buy
79,313
+4,515
+6% +$269K 4.78% 4
2022
Q4 		$4.45M Buy
+74,798
New +$4.44M 4.8% 6

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Royal Bank of Canada
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Bank of America
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BI
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Renaissance Technologies
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return