Holistic Financial Partners Sells 4,320 Shares of First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM)

Holistic Financial Partners decreased its position in First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM) by 15.9% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (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 biggest holding. Holistic Financial Partners’ holdings in First Trust Enhanced Short Maturity ETF were worth $1,363,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Thrivent Financial for Lutherans boosted its holdings in shares of First Trust Enhanced Short Maturity ETF by 84.6% in the 3rd quarter. Thrivent Financial for Lutherans now owns 17,643 shares of the company’s stock worth $1,056,000 after purchasing an additional 8,083 shares during the period. Traction Financial Partners LLC boosted its holdings in shares of First Trust Enhanced Short Maturity ETF by 5.8% in the 3rd quarter. Traction Financial Partners LLC now owns 14,086 shares of the company’s stock worth $843,000 after purchasing an additional 774 shares during the period. Proactive Wealth Strategies LLC purchased a new position in shares of First Trust Enhanced Short Maturity ETF in the 3rd quarter worth approximately $3,278,000. WealthPlan Investment Management LLC purchased a new position in shares of First Trust Enhanced Short Maturity ETF in the 3rd quarter worth approximately $4,996,000. Finally, Nations Financial Group Inc. IA ADV boosted its holdings in First Trust Enhanced Short Maturity ETF by 3.8% during the 3rd quarter. Nations Financial Group Inc. IA ADV now owns 7,928 shares of the company’s stock valued at $475,000 after acquiring an additional 293 shares during the period.

First Trust Enhanced Short Maturity ETF Stock Performance

FTSM opened at $59.88 on Monday. The business has a fifty day moving average of $59.95 and a 200 day moving average of $59.85. First Trust Enhanced Short Maturity ETF has a 52-week low of $59.54 and a 52-week high of $60.16.

First Trust Enhanced Short Maturity ETF Cuts Dividend

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

First Trust Enhanced Short Maturity ETF 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.