WR Wealth Planners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

WR Wealth Planners’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
2024 Q4	$756K	Buy	12,641 +207	+2%	+$12.4K	0.24%	61
2024 Q3	$744K	Sell	12,434 -418	-3%	-$25K	0.21%	78
2024 Q2	$766K	Sell	12,852 -2,251	-15%	-$134K	0.23%	62
2024 Q1	$900K	Sell	15,103 -467	-3%	-$27.9K	0.28%	52
2023 Q4	$929K	Sell	15,570 -153	-1%	-$9.12K	0.35%	54
2023 Q3	$934K	Buy	15,723 +246	+2%	+$14.7K	0.36%	48
2023 Q2	$920K	Sell	15,477 -19,695	-56%	-$1.17M	0.36%	49
2023 Q1	$2.09M	Buy	35,172 +21,594	+159%	+$1.29M	0.9%	25
2022 Q4	$807K	Buy	+13,578	New	+$807K	0.5%	38

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WR Wealth Planners's FTSM Position: Q4 2024 in Review

WR Wealth Planners increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 1.7% in Q4 2024, buying an estimated $12.4K and bringing the position to 12,641 shares worth $756K. The position accounts for 0.24% of the portfolio, ranked #61.

WR Wealth Planners first reported a position in FTSM in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.09M in Q1 2023. 437 funds tracked by Wall St. Rank hold FTSM as of Q4 2024.

WR Wealth Planners held 12,641 shares of First Trust Enhanced Short Maturity ETF worth $756K as of Q4 2024.
WR Wealth Planners bought 207 First Trust Enhanced Short Maturity ETF shares in Q4 2024, an estimated $12.4K.
First Trust Enhanced Short Maturity ETF made up 0.24% of WR Wealth Planners's portfolio in Q4 2024, its #61 holding.
WR Wealth Planners first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2022 and has held it in 9 quarters since.
WR Wealth Planners's First Trust Enhanced Short Maturity ETF position peaked at $2.09M in Q1 2023.
437 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.