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

Other funds holding FTSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Prosperity Financial Group's FTSM Position: Q1 2025 in Review

Prosperity Financial Group sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2025, closing a stake of 4,740 shares — an estimated $283K sold.

Prosperity Financial Group first reported a position in FTSM in Q4 2022 and held it in 9 quarters. The position peaked at $7.59M in Q4 2023. 430 funds tracked by Wall St. Rank hold FTSM as of Q1 2025.

Prosperity Financial Group reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2025 after selling out during the quarter.
Prosperity Financial Group sold 4,740 First Trust Enhanced Short Maturity ETF shares in Q1 2025, an estimated $283K.
Prosperity Financial Group first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and held it in 9 quarters.
Prosperity Financial Group's First Trust Enhanced Short Maturity ETF position peaked at $7.59M in Q4 2023.
430 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2025.

Based on Prosperity Financial Group's 13F filing for Q1 2025, filed 15 May 2025.