Raleigh Capital Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Raleigh Capital 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
2024 Q1	–	Sell	-407	Closed	-$24.3K	–	960
2023 Q4	$24.2K	Sell	407 -371	-48%	-$22.1K	0.01%	405
2023 Q3	$46.2K	Sell	778 -73	-9%	-$4.35K	0.02%	268
2023 Q2	$50.6K	Sell	851 -872	-51%	-$52K	0.03%	244
2023 Q1	$103K	Buy	1,723 +3	+0.2%	+$179	0.05%	215
2022 Q4	$102K	Sell	1,720 -1	-0.1%	-$59	0.05%	213
2022 Q3	$102K	Sell	1,721 -315	-15%	-$18.7K	0.06%	210
2022 Q2	$121K	Buy	+2,036	New	+$121K	0.07%	212

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raleigh Capital Management's FTSM Position: Q1 2024 in Review

Raleigh Capital Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2024, closing a stake of 407 shares — an estimated $24.3K sold.

Raleigh Capital Management first reported a position in FTSM in Q2 2022 and held it in 7 quarters. The position peaked at $121K in Q2 2022. 398 funds tracked by Wall St. Rank hold FTSM as of Q1 2024.

Raleigh Capital Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2024 after selling out during the quarter.
Raleigh Capital Management sold 407 First Trust Enhanced Short Maturity ETF shares in Q1 2024, an estimated $24.3K.
Raleigh Capital Management first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2022 and held it in 7 quarters.
Raleigh Capital Management's First Trust Enhanced Short Maturity ETF position peaked at $121K in Q2 2022.
398 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2024.

Based on Raleigh Capital Management's 13F filing for Q1 2024, filed 13 May 2024.