PWM
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PRW Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

PRW 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
2021
Q3 		– Sell
-3,695
Closed -$221K – 164
2021
Q2 		$221K Buy
+3,695
New +$222K 0.06% 245

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PRW Wealth Management's FTSM Position: Q3 2021 in Review

PRW Wealth Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2021, closing a stake of 3,695 shares — an estimated $221K sold.

PRW Wealth Management first reported a position in FTSM in Q2 2021 and held it in 1 quarter. The position peaked at $221K in Q2 2021. 262 funds tracked by Wall St. Rank hold FTSM as of Q3 2021.

  • PRW Wealth Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 3,695 First Trust Enhanced Short Maturity ETF shares in Q3 2021, an estimated $221K.
  • PRW Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $221K in Q2 2021.
  • 262 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.