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Strategic Blueprint’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Strategic Blueprint’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
Q4 		– Sell
-3,950
Closed -$236K – 676
2024
Q3 		$236K Sell
3,950
-1,539
-28% -$92.2K 0.01% 577
2024
Q2 		$327K Buy
5,489
+4
+0.1% +$239 0.02% 473
2024
Q1 		$327K Sell
5,485
-2,189
-29% -$131K 0.02% 476
2023
Q4 		$458K Sell
7,674
-611
-7% -$36.4K 0.04% 371
2023
Q3 		$492K Sell
8,285
-1,148
-12% -$68.4K 0.05% 330
2023
Q2 		$560K Sell
9,433
-550
-6% -$32.8K 0.05% 299
2023
Q1 		$594K Sell
9,983
-126
-1% -$7.5K 0.06% 281
2022
Q4 		$601K Sell
10,109
-2,025
-17% -$120K 0.07% 261
2022
Q3 		$720K Sell
12,134
-4,513
-27% -$268K 0.09% 226
2022
Q2 		$988K Sell
16,647
-2,788
-14% -$166K 0.12% 179
2022
Q1 		$1.16M Sell
19,435
-6,397
-25% -$382K 0.13% 157
2021
Q4 		$1.54M Sell
25,832
-3,022
-10% -$181K 0.19% 105
2021
Q3 		$1.73M Buy
28,854
+3,137
+12% +$188K 0.27% 87
2021
Q2 		$1.54M Buy
25,717
+4,019
+19% +$241K 0.24% 86
2021
Q1 		$1.3M Buy
21,698
+8,173
+60% +$491K 0.28% 82
2020
Q4 		$812K Buy
+13,525
New +$812K 0.2% 99

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Strategic Blueprint's FTSM Position: Q4 2024 in Review

Strategic Blueprint sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2024, closing a stake of 3,950 shares — an estimated $236K sold.

Strategic Blueprint first reported a position in FTSM in Q4 2020 and held it in 16 quarters. The position peaked at $1.73M in Q3 2021. 437 funds tracked by Wall St. Rank hold FTSM as of Q4 2024.

  • Strategic Blueprint reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2024 after selling out during the quarter.
  • Strategic Blueprint sold 3,950 First Trust Enhanced Short Maturity ETF shares in Q4 2024, an estimated $236K.
  • Strategic Blueprint first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2020 and held it in 16 quarters.
  • Strategic Blueprint's First Trust Enhanced Short Maturity ETF position peaked at $1.73M in Q3 2021.
  • 437 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2024.

Based on Strategic Blueprint's 13F filing for Q4 2024, filed 23 Jan 2025.