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Relative Value Partners Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Relative Value Partners 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
2024
Q2 		$11M Buy
+184,534
New +$11M 1.42% 11

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Relative Value Partners Group's FTSM Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2024: 184,534 shares worth $11M. The stake represents 1.42% of the portfolio and ranks #11 among its holdings.

394 funds tracked by Wall St. Rank hold FTSM as of Q2 2024.

  • Relative Value Partners Group held 184,534 shares of First Trust Enhanced Short Maturity ETF worth $11M as of Q2 2024.
  • First Trust Enhanced Short Maturity ETF was a new Relative Value Partners Group position in Q2 2024.
  • First Trust Enhanced Short Maturity ETF made up 1.42% of Relative Value Partners Group's portfolio in Q2 2024, its #11 holding.
  • 394 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.