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Sandy Spring Bank’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Sandy Spring Bank’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
Q3 		– Sell
-435
Closed -$25.9K – 1236
2024
Q2 		$25.9K Buy
+435
New +$26K ﹤0.01% 703

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

Sandy Spring Bank's FTSM Position: Q3 2024 in Review

Sandy Spring Bank sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2024, closing a stake of 435 shares — an estimated $25.9K sold.

Sandy Spring Bank first reported a position in FTSM in Q2 2024 and held it in 1 quarter. The position peaked at $25.9K in Q2 2024. 398 funds tracked by Wall St. Rank hold FTSM as of Q3 2024.

  • Sandy Spring Bank reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 435 First Trust Enhanced Short Maturity ETF shares in Q3 2024, an estimated $25.9K.
  • Sandy Spring Bank first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2024 and held it in 1 quarter.
  • Sandy Spring Bank's First Trust Enhanced Short Maturity ETF position peaked at $25.9K in Q2 2024.
  • 398 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2024.

Based on Sandy Spring Bank's 13F filing for Q3 2024, filed 25 Oct 2024.