Rise Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Rise Advisors’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
2023 Q1	–	Sell	-477	Closed	-$28.3K	–	817
2022 Q4	$28.3K	Buy	477 +5	+1%	+$297	0.02%	205
2022 Q3	$28K	Buy	472 +2	+0.4%	+$119	0.02%	211
2022 Q2	$28K	Buy	+470	New	+$28K	0.03%	199

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $140B AUM 27.84% 1-Year Est. Return

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

Rise Advisors's FTSM Position: Q1 2023 in Review

Rise Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2023, closing a stake of 477 shares — an estimated $28.3K sold.

Rise Advisors first reported a position in FTSM in Q2 2022 and held it in 3 quarters. The position peaked at $28.3K in Q4 2022. 400 funds tracked by Wall St. Rank hold FTSM as of Q1 2023.

Rise Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2023 after selling out during the quarter.
Rise Advisors sold 477 First Trust Enhanced Short Maturity ETF shares in Q1 2023, an estimated $28.3K.
Rise Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2022 and held it in 3 quarters.
Rise Advisors's First Trust Enhanced Short Maturity ETF position peaked at $28.3K in Q4 2022.
400 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2023.

Based on Rise Advisors's 13F filing for Q1 2023, filed 5 Apr 2023.