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True Capital Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

True Capital 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
Q1 		$1.29M Buy
21,659
+5,665
+35% +$337K 0.88% 25
2022
Q4 		$951K Buy
+15,994
New +$950K 0.77% 37

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

True Capital Management's FTSM Position: Q1 2023 in Review

True Capital Management increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 35% in Q1 2023, buying an estimated $337K and bringing the position to 21,659 shares worth $1.29M. The position accounts for 0.88% of the portfolio, ranked #25.

True Capital Management first reported a position in FTSM in Q4 2022 and has held it in 2 quarters since. 400 funds tracked by Wall St. Rank hold FTSM as of Q1 2023.

  • True Capital Management held 21,659 shares of First Trust Enhanced Short Maturity ETF worth $1.29M as of Q1 2023.
  • True Capital Management bought 5,665 First Trust Enhanced Short Maturity ETF shares in Q1 2023, an estimated $337K.
  • First Trust Enhanced Short Maturity ETF made up 0.88% of True Capital Management's portfolio in Q1 2023, its #25 holding.
  • True Capital Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and has held it in 2 quarters since.
  • 400 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.