TWM
FTSM icon

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

Tradition Wealth Management’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
2023
Q4 		– Sell
-466
Closed -$28K – 1303
2023
Q3 		$28K Hold
466
– – ﹤0.01% 753
2023
Q2 		$28K Buy
+466
New +$27.8K ﹤0.01% 783

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Tradition Wealth Management's FTSM Position: Q4 2023 in Review

Tradition Wealth Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2023, closing a stake of 466 shares — an estimated $28K sold.

Tradition Wealth Management first reported a position in FTSM in Q2 2023 and held it in 2 quarters. The position peaked at $28K in Q3 2023. 418 funds tracked by Wall St. Rank hold FTSM as of Q4 2023.

  • Tradition Wealth Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 466 First Trust Enhanced Short Maturity ETF shares in Q4 2023, an estimated $28K.
  • Tradition Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2023 and held it in 2 quarters.
  • Tradition Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $28K in Q3 2023.
  • 418 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.