Beacon Capital Management Inc (Ohio)’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2019 Q3	–	Sell	-72	Closed	-$4K	–	88
2019 Q2	$4K	Buy	+72	New	+$4.33K	﹤0.01%	60
2015 Q3	–	Sell	-39	Closed	-$2K	–	255
2015 Q2	$2K	Buy	+39	New	+$2.34K	﹤0.01%	218

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Planning Alternatives Birmingham, Michigan $933M AUM 28.32% 1-Year Est. Return

UCFA

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

Beacon Capital Management Inc (Ohio)'s FTSM Position: Q3 2019 in Review

Beacon Capital Management Inc (Ohio) sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2019, closing a stake of 72 shares — an estimated $4K sold.

Beacon Capital Management Inc (Ohio) first reported a position in FTSM in Q2 2015 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 218 funds tracked by Wall St. Rank hold FTSM as of Q3 2019.

Beacon Capital Management Inc (Ohio) reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2019 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 72 First Trust Enhanced Short Maturity ETF shares in Q3 2019, an estimated $4K.
Beacon Capital Management Inc (Ohio) first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2015 and held it in 2 quarters.
Beacon Capital Management Inc (Ohio)'s First Trust Enhanced Short Maturity ETF position peaked at $4K in Q2 2019.
218 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2019.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2019, filed 22 Oct 2019.