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

ShoreHaven Wealth 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
2022 Q2	–	Sell	-69,922	Closed	-$4.16M	–	78
2022 Q1	$4.16M	Sell	69,922 -44,759	-39%	-$2.67M	2.2%	15
2021 Q4	$6.86M	Sell	114,681 -690	-0.6%	-$41.3K	3.4%	10
2021 Q3	$6.92M	Buy	115,371 +15,481	+15%	+$928K	3.6%	10
2021 Q2	$5.99M	Buy	99,890 +7,912	+9%	+$474K	3.22%	10
2021 Q1	$5.52M	Buy	91,978 +2,569	+3%	+$154K	2.99%	11
2020 Q4	$5.37M	Buy	+89,409	New	+$5.37M	3%	11

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

ShoreHaven Wealth Partners's FTSM Position: Q2 2022 in Review

ShoreHaven Wealth Partners sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2022, closing a stake of 69,922 shares — an estimated $4.16M sold.

ShoreHaven Wealth Partners first reported a position in FTSM in Q4 2020 and held it in 6 quarters. The position peaked at $6.92M in Q3 2021. 320 funds tracked by Wall St. Rank hold FTSM as of Q2 2022.

ShoreHaven Wealth Partners reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2022 after selling out during the quarter.
ShoreHaven Wealth Partners sold 69,922 First Trust Enhanced Short Maturity ETF shares in Q2 2022, an estimated $4.16M.
ShoreHaven Wealth Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2020 and held it in 6 quarters.
ShoreHaven Wealth Partners's First Trust Enhanced Short Maturity ETF position peaked at $6.92M in Q3 2021.
320 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2022.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2022, filed 1 Aug 2022.