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Accurate Investment Solutions’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Accurate Investment Solutions’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
2020
Q2 		– Sell
-1,428
Closed -$84K – 150
2020
Q1 		$84K Buy
+1,428
New +$85.5K 0.07% 164

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Bank of America
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Jane Street
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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 $16.3B AUM 16.34% 1-Year Est. Return

Accurate Investment Solutions's FTSM Position: Q2 2020 in Review

Accurate Investment Solutions sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2020, closing a stake of 1,428 shares — an estimated $84K sold.

Accurate Investment Solutions first reported a position in FTSM in Q1 2020 and held it in 1 quarter. The position peaked at $84K in Q1 2020. 247 funds tracked by Wall St. Rank hold FTSM as of Q2 2020.

  • Accurate Investment Solutions reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 1,428 First Trust Enhanced Short Maturity ETF shares in Q2 2020, an estimated $84K.
  • Accurate Investment Solutions first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2020 and held it in 1 quarter.
  • Accurate Investment Solutions's First Trust Enhanced Short Maturity ETF position peaked at $84K in Q1 2020.
  • 247 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.