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

Significant 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
2024
Q2 		– Sell
-6,657
Closed -$397K – 102
2024
Q1 		$397K Sell
6,657
-1,632
-20% -$97.5K 0.26% 92
2023
Q4 		$495K Buy
+8,289
New +$494K 0.36% 79

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

Significant Wealth Partners's FTSM Position: Q2 2024 in Review

Significant Wealth Partners sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2024, closing a stake of 6,657 shares — an estimated $397K sold.

Significant Wealth Partners first reported a position in FTSM in Q4 2023 and held it in 2 quarters. The position peaked at $495K in Q4 2023. 394 funds tracked by Wall St. Rank hold FTSM as of Q2 2024.

  • Significant Wealth Partners reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 6,657 First Trust Enhanced Short Maturity ETF shares in Q2 2024, an estimated $397K.
  • Significant Wealth Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2023 and held it in 2 quarters.
  • Significant Wealth Partners's First Trust Enhanced Short Maturity ETF position peaked at $495K in Q4 2023.
  • 394 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.