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Spectrum Wealth Counsel’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Spectrum Wealth Counsel’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
-956
Closed -$57K – 390
2024
Q1 		$57K Buy
+956
New +$57.1K 0.01% 203

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Spectrum Wealth Counsel's FTSM Position: Q2 2024 in Review

Spectrum Wealth Counsel sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2024, closing a stake of 956 shares — an estimated $57K sold.

Spectrum Wealth Counsel first reported a position in FTSM in Q1 2024 and held it in 1 quarter. The position peaked at $57K in Q1 2024. 392 funds tracked by Wall St. Rank hold FTSM as of Q2 2024.

  • Spectrum Wealth Counsel reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 956 First Trust Enhanced Short Maturity ETF shares in Q2 2024, an estimated $57K.
  • Spectrum Wealth Counsel first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2024 and held it in 1 quarter.
  • Spectrum Wealth Counsel's First Trust Enhanced Short Maturity ETF position peaked at $57K in Q1 2024.
  • 392 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q2 2024, filed 8 Aug 2024.