20/20 Capital Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

20/20 Capital Management’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
2021 Q2	$1.25M	Sell	20,847 -7,928	-28%	-$475K	0.32%	63
2021 Q1	$1.73M	Buy	28,775 +759	+3%	+$45.6K	0.5%	46
2020 Q4	$1.68M	Buy	28,016 +459	+2%	+$27.6K	0.49%	47
2020 Q3	$1.65M	Buy	27,557 +1,387	+5%	+$83.3K	0.62%	31
2020 Q2	$1.57M	Buy	26,170 +15,078	+136%	+$900K	0.61%	31
2020 Q1	$662K	Sell	11,092 -10,290	-48%	-$616K	0.3%	66
2019 Q4	$1.29M	Buy	+21,382	New	+$1.29M	0.52%	45

Other funds holding FTSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

20/20 Capital Management's FTSM Position: Q2 2021 in Review

20/20 Capital Management reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 28% in Q2 2021, selling an estimated $475K and leaving 20,847 shares worth $1.25M. The position accounts for 0.32% of the portfolio, ranked #63.

20/20 Capital Management first reported a position in FTSM in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.73M in Q1 2021. 264 funds tracked by Wall St. Rank hold FTSM as of Q2 2021.

20/20 Capital Management held 20,847 shares of First Trust Enhanced Short Maturity ETF worth $1.25M as of Q2 2021.
20/20 Capital Management sold 7,928 First Trust Enhanced Short Maturity ETF shares in Q2 2021, an estimated $475K.
First Trust Enhanced Short Maturity ETF made up 0.32% of 20/20 Capital Management's portfolio in Q2 2021, its #63 holding.
20/20 Capital Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's First Trust Enhanced Short Maturity ETF position peaked at $1.73M in Q1 2021.
264 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.