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

Strategic Financial 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
Q1 		– Sell
-5,351
Closed -$319K – 74
2023
Q4 		$319K Sell
5,351
-74
-1% -$4.41K 0.19% 53
2023
Q3 		$322K Sell
5,425
-788
-13% -$46.9K 0.2% 51
2023
Q2 		$369K Buy
6,213
+156
+3% +$9.3K 0.21% 52
2023
Q1 		$360K Sell
6,057
-99
-2% -$5.9K 0.22% 51
2022
Q4 		$366K Buy
6,156
+1,719
+39% +$102K 0.22% 49
2022
Q3 		$263K Buy
4,437
+851
+24% +$50.6K 0.17% 52
2022
Q2 		$213K Hold
3,586
– – 0.12% 61
2022
Q1 		$213K Buy
+3,586
New +$214K 0.11% 67
2021
Q3 		– Sell
-4,051
Closed -$243K – 67
2021
Q2 		$243K Sell
4,051
-3,359
-45% -$201K 0.13% 62
2021
Q1 		$444K Sell
7,410
-1,135
-13% -$68.1K 0.26% 46
2020
Q4 		$513K Sell
8,545
-770
-8% -$46.2K 0.34% 40
2020
Q3 		$559K Buy
9,315
+458
+5% +$27.5K 0.44% 33
2020
Q2 		$531K Sell
8,857
-66
-0.7% -$3.94K 0.44% 33
2020
Q1 		$527K Sell
8,923
-608
-6% -$36.4K 0.56% 33
2019
Q4 		$573K Buy
+9,531
New +$573K 0.47% 41

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Strategic Financial Partners's FTSM Position: Q1 2024 in Review

Strategic Financial Partners sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2024, closing a stake of 5,351 shares — an estimated $319K sold.

Strategic Financial Partners first reported a position in FTSM in Q4 2019 and held it in 15 quarters. The position peaked at $573K in Q4 2019. 398 funds tracked by Wall St. Rank hold FTSM as of Q1 2024.

  • Strategic Financial Partners reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2024 after selling out during the quarter.
  • Strategic Financial Partners sold 5,351 First Trust Enhanced Short Maturity ETF shares in Q1 2024, an estimated $319K.
  • Strategic Financial Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2019 and held it in 15 quarters.
  • Strategic Financial Partners's First Trust Enhanced Short Maturity ETF position peaked at $573K in Q4 2019.
  • 398 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2024.

Based on Strategic Financial Partners's 13F filing for Q1 2024, filed 10 Jul 2024.