Rede Wealth’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Rede Wealth’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
2022 Q3	–	Sell	-3,435	Closed	-$204K	–	95
2022 Q2	$204K	Sell	3,435 -1,008	-23%	-$60K	0.12%	96
2022 Q1	$264K	Sell	4,443 -726	-14%	-$43.3K	0.12%	88
2021 Q4	$309K	Sell	5,169 -2,755	-35%	-$165K	0.16%	84
2021 Q3	$475K	Buy	+7,924	New	+$475K	0.25%	60

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

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

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

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

RJFSA

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Rede Wealth's FTSM Position: Q3 2022 in Review

Rede Wealth sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2022, closing a stake of 3,435 shares — an estimated $204K sold.

Rede Wealth first reported a position in FTSM in Q3 2021 and held it in 4 quarters. The position peaked at $475K in Q3 2021. 344 funds tracked by Wall St. Rank hold FTSM as of Q3 2022.

Rede Wealth reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2022 after selling out during the quarter.
Rede Wealth sold 3,435 First Trust Enhanced Short Maturity ETF shares in Q3 2022, an estimated $204K.
Rede Wealth first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2021 and held it in 4 quarters.
Rede Wealth's First Trust Enhanced Short Maturity ETF position peaked at $475K in Q3 2021.
344 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2022.

Based on Rede Wealth's 13F filing for Q3 2022, filed 17 Oct 2022.