Holistic Financial Partners Sells 8,207 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 36.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,559 shares of the company’s stock after selling 8,207 shares during the period. Holistic Financial Partners’ holdings in First Trust Enhanced Short Maturity ETF were worth $870,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. JPMorgan Chase & Co. lifted its stake in First Trust Enhanced Short Maturity ETF by 1,602.2% during the 3rd quarter. JPMorgan Chase & Co. now owns 219,334 shares of the company’s stock valued at $13,132,000 after acquiring an additional 206,449 shares during the period. Guided Capital Wealth Management LLC bought a new position in First Trust Enhanced Short Maturity ETF during the 4th quarter valued at about $6,920,000. J.W. Cole Advisors Inc. lifted its stake in First Trust Enhanced Short Maturity ETF by 2.8% during the 3rd quarter. J.W. Cole Advisors Inc. now owns 26,514 shares of the company’s stock valued at $1,587,000 after acquiring an additional 725 shares during the period. Creekmur Asset Management LLC lifted its stake in First Trust Enhanced Short Maturity ETF by 2.8% during the 3rd quarter. Creekmur Asset Management LLC now owns 166,783 shares of the company’s stock valued at $9,985,000 after acquiring an additional 4,617 shares during the period. Finally, Sunbelt Securities Inc. lifted its stake in First Trust Enhanced Short Maturity ETF by 8.6% during the 3rd quarter. Sunbelt Securities Inc. now owns 4,261 shares of the company’s stock valued at $255,000 after acquiring an additional 339 shares during the period.

First Trust Enhanced Short Maturity ETF Trading Up 0.1 %

Shares of NASDAQ:FTSM opened at $59.96 on Monday. The firm’s 50 day moving average price is $59.87 and its 200-day moving average price is $59.91. First Trust Enhanced Short Maturity ETF has a twelve month low of $59.54 and a twelve month high of $60.16.

First Trust Enhanced Short Maturity ETF Cuts Dividend

The firm also recently disclosed a monthly dividend, which was paid on Tuesday, February 4th. Stockholders of record on Friday, January 31st were paid a $0.226 dividend. This represents a $2.71 annualized dividend and a dividend yield of 4.52%. The ex-dividend date was Friday, January 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.