Arden Trust’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Arden Trust’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 Q1	–	Sell	-9,934	Closed	-$597K	–	763
2019 Q4	$597K	Sell	9,934 -594	-6%	-$35.7K	0.09%	195
2019 Q3	$632K	Sell	10,528 -8,372	-44%	-$503K	0.1%	185
2019 Q2	$1.14M	Sell	18,900 -13,773	-42%	-$827K	0.19%	118
2019 Q1	$1.96M	Buy	32,673 +1,235	+4%	+$74.1K	0.32%	60
2018 Q4	$1.88M	Buy	+31,438	New	+$1.89M	0.34%	57

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Arden Trust's FTSM Position: Q1 2020 in Review

Arden Trust sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2020, closing a stake of 9,934 shares — an estimated $597K sold.

Arden Trust first reported a position in FTSM in Q4 2018 and held it in 5 quarters. The position peaked at $1.96M in Q1 2019. 237 funds tracked by Wall St. Rank hold FTSM as of Q1 2020.

Arden Trust reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2020 after selling out during the quarter.
Arden Trust sold 9,934 First Trust Enhanced Short Maturity ETF shares in Q1 2020, an estimated $597K.
Arden Trust first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2018 and held it in 5 quarters.
Arden Trust's First Trust Enhanced Short Maturity ETF position peaked at $1.96M in Q1 2019.
237 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2020.

Based on Arden Trust's 13F filing for Q1 2020, filed 16 Apr 2020.