V Wealth Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

V Wealth 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 Q3	–	Sell	-9,214	Closed	-$547K	–	204
2023 Q2	$547K	Hold	9,214	–	–	0.09%	188
2023 Q1	$548K	Sell	9,214 -144	-2%	-$8.58K	0.1%	185
2022 Q4	$556K	Sell	9,358 -75,455	-89%	-$4.48M	0.12%	176
2022 Q3	$5.03M	Buy	84,813 +9,298	+12%	+$553K	1.01%	17
2022 Q2	$4.48M	Buy	75,515 +45,776	+154%	+$2.72M	0.85%	17
2022 Q1	$1.77M	Buy	29,739 +3,188	+12%	+$190K	0.28%	79
2021 Q4	$1.59M	Sell	26,551 -2,224	-8%	-$133K	0.23%	95
2021 Q3	$1.73M	Buy	+28,775	New	+$1.72M	0.27%	86
2020 Q2	–	Sell	-29,182	Closed	-$1.72M	–	362
2020 Q1	$1.72M	Buy	29,182 +1,588	+6%	+$95.1K	0.54%	36
2019 Q4	$1.66M	Hold	27,594	–	–	0.59%	39
2019 Q3	$1.66M	Sell	27,594 -56	-0.2%	-$3.37K	0.59%	39
2019 Q2	$1.66M	Buy	27,650 +1	+0%	+$60	0.63%	40
2019 Q1	$1.66M	Buy	+27,649	New	+$1.66M	0.67%	39

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TAM

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

V Wealth Advisors's FTSM Position: Q3 2023 in Review

V Wealth Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2023, closing a stake of 9,214 shares — an estimated $547K sold.

V Wealth Advisors first reported a position in FTSM in Q1 2019 and held it in 13 quarters. The position peaked at $5.03M in Q3 2022. 390 funds tracked by Wall St. Rank hold FTSM as of Q3 2023.

V Wealth Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 9,214 First Trust Enhanced Short Maturity ETF shares in Q3 2023, an estimated $547K.
V Wealth Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2019 and held it in 13 quarters.
V Wealth Advisors's First Trust Enhanced Short Maturity ETF position peaked at $5.03M in Q3 2022.
390 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.