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Second Half Financial Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Second Half Financial Partners’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
Q3 		– Sell
-53,375
Closed -$3.17M – 70
2023
Q2 		$3.17M Buy
+53,375
New +$3.18M 0.72% 40

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return

Second Half Financial Partners's FTSM Position: Q3 2023 in Review

Second Half Financial Partners sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2023, closing a stake of 53,375 shares — an estimated $3.17M sold.

Second Half Financial Partners first reported a position in FTSM in Q2 2023 and held it in 1 quarter. The position peaked at $3.17M in Q2 2023. 391 funds tracked by Wall St. Rank hold FTSM as of Q3 2023.

  • Second Half Financial Partners reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 53,375 First Trust Enhanced Short Maturity ETF shares in Q3 2023, an estimated $3.17M.
  • Second Half Financial Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's First Trust Enhanced Short Maturity ETF position peaked at $3.17M in Q2 2023.
  • 391 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.