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

SteelPeak Wealth’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
2025 Q1	–	Sell	-3,500	Closed	-$209K	–	617
2024 Q4	$209K	Sell	3,500 -441	-11%	-$26.4K	0.01%	482
2024 Q3	$237K	Buy	3,941 +5	+0.1%	+$299	0.01%	427
2024 Q2	$236K	Buy	+3,936	New	+$235K	0.01%	437
2023 Q1	–	Sell	-5,830	Closed	-$347K	–	409
2022 Q4	$347K	Sell	5,830 -5,704	-49%	-$339K	0.03%	292
2022 Q3	$685K	Sell	11,534 -100	-0.9%	-$5.94K	0.05%	203
2022 Q2	$691K	Sell	11,634 -458	-4%	-$27.2K	0.05%	210
2022 Q1	$720K	Sell	12,092 -220	-2%	-$13.1K	0.04%	227
2021 Q4	$736K	Buy	+12,312	New	+$737K	0.04%	206
2021 Q1	–	Sell	-7,147	Closed	-$429K	–	386
2020 Q4	$429K	Buy	7,147 +2,917	+69%	+$175K	0.04%	225
2020 Q3	$254K	Buy	+4,230	New	+$254K	0.03%	232

Other funds holding FTSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SteelPeak Wealth's FTSM Position: Q1 2025 in Review

SteelPeak Wealth sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2025, closing a stake of 3,500 shares — an estimated $209K sold.

SteelPeak Wealth first reported a position in FTSM in Q3 2020 and held it in 10 quarters. The position peaked at $736K in Q4 2021. 430 funds tracked by Wall St. Rank hold FTSM as of Q1 2025.

SteelPeak Wealth reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2025 after selling out during the quarter.
SteelPeak Wealth sold 3,500 First Trust Enhanced Short Maturity ETF shares in Q1 2025, an estimated $209K.
SteelPeak Wealth first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2020 and held it in 10 quarters.
SteelPeak Wealth's First Trust Enhanced Short Maturity ETF position peaked at $736K in Q4 2021.
430 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2025.

Based on SteelPeak Wealth's 13F filing for Q1 2025, filed 1 May 2025.