Holistic Financial Partners Reduces Stock Position in First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM)

Holistic Financial Partners lessened its position in shares of First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM) by 15.9% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 22,766 shares of the company’s stock after selling 4,320 shares during the quarter. First Trust Enhanced Short Maturity ETF accounts for 0.7% of Holistic Financial Partners’ portfolio, making the stock its 25th largest position. Holistic Financial Partners’ holdings in First Trust Enhanced Short Maturity ETF were worth $1,363,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the company. Abich Financial Wealth Management LLC purchased a new position in First Trust Enhanced Short Maturity ETF during the second quarter worth approximately $34,000. Tsfg LLC purchased a new position in First Trust Enhanced Short Maturity ETF during the third quarter worth approximately $36,000. Hilltop National Bank purchased a new position in First Trust Enhanced Short Maturity ETF during the second quarter worth approximately $76,000. PSI Advisors LLC boosted its position in First Trust Enhanced Short Maturity ETF by 1,893.9% during the second quarter. PSI Advisors LLC now owns 1,316 shares of the company’s stock worth $78,000 after purchasing an additional 1,250 shares in the last quarter. Finally, UMB Bank n.a. purchased a new position in First Trust Enhanced Short Maturity ETF during the third quarter worth approximately $84,000.

First Trust Enhanced Short Maturity ETF Trading Up 0.0 %

Shares of FTSM stock opened at $59.88 on Monday. The business’s 50 day moving average is $59.95 and its two-hundred day moving average is $59.85. First Trust Enhanced Short Maturity ETF has a 12-month low of $59.54 and a 12-month high of $60.16.

First Trust Enhanced Short Maturity ETF Cuts Dividend

The business also recently declared a dividend, which was paid on Monday, November 4th. Investors of record on Thursday, October 31st were issued a $0.241 dividend. The ex-dividend date of this dividend was Thursday, October 31st.

First Trust Enhanced Short Maturity ETF Company Profile

The First Trust Enhanced Short Maturity ETF (FTSM) is an exchange-traded fund that is based on the Bloomberg U.S. Short Treasury Bond index. The fund is actively-managed to invest in a variety of fixed income securities with a target maturity of less than three years. FTSM was launched on Aug 5, 2014 and is managed by First Trust.