True Link Financial Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

True Link Financial Advisors’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	-39,078	Closed	-$2.32M	–	76
2023 Q3	$2.32M	Buy	39,078 +634	+2%	+$37.8K	0.28%	19
2023 Q2	$2.28M	Hold	38,444	–	–	0.28%	20
2023 Q1	$2.29M	Hold	38,444	–	–	0.29%	23
2022 Q4	$2.29M	Buy	38,444 +2,000	+5%	+$119K	0.31%	22
2022 Q3	$2.16M	Buy	36,444 +5,814	+19%	+$346K	0.31%	24
2022 Q2	$1.82M	Buy	30,630 +130	+0.4%	+$7.73K	0.28%	36
2022 Q1	$1.82M	Hold	30,500	–	–	0.26%	39
2021 Q4	$1.82M	Hold	30,500	–	–	0.24%	49
2021 Q3	$1.83M	Buy	+30,500	New	+$1.83M	0.25%	47

Other funds holding FTSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

True Link Financial Advisors's FTSM Position: Q4 2023 in Review

True Link Financial Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2023, closing a stake of 39,078 shares — an estimated $2.32M sold.

True Link Financial Advisors first reported a position in FTSM in Q3 2021 and held it in 9 quarters. The position peaked at $2.32M in Q3 2023. 418 funds tracked by Wall St. Rank hold FTSM as of Q4 2023.

True Link Financial Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2023 after selling out during the quarter.
True Link Financial Advisors sold 39,078 First Trust Enhanced Short Maturity ETF shares in Q4 2023, an estimated $2.32M.
True Link Financial Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2021 and held it in 9 quarters.
True Link Financial Advisors's First Trust Enhanced Short Maturity ETF position peaked at $2.32M in Q3 2023.
418 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2023.

Based on True Link Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.