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

Aviance 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
2017
Q3 		– Sell
-159
Closed -$10K – 341
2017
Q2 		$10K Buy
+159
New +$9.54K ﹤0.01% 247

Other funds holding FTSM

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aviance Capital Management's FTSM Position: Q3 2017 in Review

Aviance Capital Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2017, closing a stake of 159 shares — an estimated $10K sold.

Aviance Capital Management first reported a position in FTSM in Q2 2017 and held it in 1 quarter. The position peaked at $10K in Q2 2017. 73 funds tracked by Wall St. Rank hold FTSM as of Q3 2017.

  • Aviance Capital Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2017 after selling out during the quarter.
  • Aviance Capital Management sold 159 First Trust Enhanced Short Maturity ETF shares in Q3 2017, an estimated $10K.
  • Aviance Capital Management first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2017 and held it in 1 quarter.
  • Aviance Capital Management's First Trust Enhanced Short Maturity ETF position peaked at $10K in Q2 2017.
  • 73 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2017.

Based on Aviance Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.