Atlas Private Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Atlas Private Wealth 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 Q1	–	Sell	-500	Closed	-$30K	–	416
2020 Q4	$30K	Sell	500 -1,100	-69%	-$66.1K	0.02%	234
2020 Q3	$96K	Sell	1,600 -550	-26%	-$33K	0.08%	149
2020 Q2	$129K	Sell	2,150 -875	-29%	-$52.2K	0.1%	134
2020 Q1	$179K	Hold	3,025	–	–	0.17%	115
2019 Q4	$182K	Buy	+3,025	New	+$182K	0.14%	128

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJFSA

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Atlas Private Wealth Management's FTSM Position: Q1 2021 in Review

Atlas Private Wealth Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2021, closing a stake of 500 shares — an estimated $30K sold.

Atlas Private Wealth Management first reported a position in FTSM in Q4 2019 and held it in 5 quarters. The position peaked at $182K in Q4 2019. 276 funds tracked by Wall St. Rank hold FTSM as of Q1 2021.

Atlas Private Wealth Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 500 First Trust Enhanced Short Maturity ETF shares in Q1 2021, an estimated $30K.
Atlas Private Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2019 and held it in 5 quarters.
Atlas Private Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $182K in Q4 2019.
276 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2021.

Based on Atlas Private Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.