Valtinson Bruner Financial Planning’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Valtinson Bruner Financial Planning’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 Q2	–	Sell	-5,998	Closed	-$357K	–	112
2023 Q1	$357K	Buy	+5,998	New	+$357K	0.2%	87

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Valtinson Bruner Financial Planning's FTSM Position: Q2 2023 in Review

Valtinson Bruner Financial Planning sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2023, closing a stake of 5,998 shares — an estimated $357K sold.

Valtinson Bruner Financial Planning first reported a position in FTSM in Q1 2023 and held it in 1 quarter. The position peaked at $357K in Q1 2023. 388 funds tracked by Wall St. Rank hold FTSM as of Q2 2023.

Valtinson Bruner Financial Planning reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2023 after selling out during the quarter.
Valtinson Bruner Financial Planning sold 5,998 First Trust Enhanced Short Maturity ETF shares in Q2 2023, an estimated $357K.
Valtinson Bruner Financial Planning first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2023 and held it in 1 quarter.
Valtinson Bruner Financial Planning's First Trust Enhanced Short Maturity ETF position peaked at $357K in Q1 2023.
388 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2023.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2023, filed 24 Jul 2023.