Tru Independence Asset Management 2’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Tru Independence Asset Management 2’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
2022 Q3	–	Sell	-159,676	Closed	-$9.48M	–	74
2022 Q2	$9.48M	Sell	159,676 -2,149	-1%	-$128K	7.8%	5
2022 Q1	$9.63M	Buy	+161,825	New	+$9.66M	5.53%	5
2021 Q1	–	Sell	-1,122	Closed	-$67K	–	217
2020 Q4	$67K	Buy	+1,122	New	+$67.4K	0.06%	150

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tru Independence Asset Management 2's FTSM Position: Q3 2022 in Review

Tru Independence Asset Management 2 sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2022, closing a stake of 159,676 shares — an estimated $9.48M sold.

Tru Independence Asset Management 2 first reported a position in FTSM in Q4 2020 and held it in 3 quarters. The position peaked at $9.63M in Q1 2022. 344 funds tracked by Wall St. Rank hold FTSM as of Q3 2022.

Tru Independence Asset Management 2 reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2022 after selling out during the quarter.
Tru Independence Asset Management 2 sold 159,676 First Trust Enhanced Short Maturity ETF shares in Q3 2022, an estimated $9.48M.
Tru Independence Asset Management 2 first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2020 and held it in 3 quarters.
Tru Independence Asset Management 2's First Trust Enhanced Short Maturity ETF position peaked at $9.63M in Q1 2022.
344 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q3 2022, filed 31 Oct 2022.