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 $1.66T 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

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

Royal Bank of Canada

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

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

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