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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return