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Capital Asset Advisory Services’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Capital Asset Advisory Services’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
-292
Closed -$18K – 972
2020
Q4 		$18K Buy
+292
New +$17.5K ﹤0.01% 906

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UBS Group
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RJA
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RJFSA
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UCFA
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Capital Asset Advisory Services's FTSM Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2021, closing a stake of 292 shares — an estimated $18K sold.

Capital Asset Advisory Services first reported a position in FTSM in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 276 funds tracked by Wall St. Rank hold FTSM as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 292 First Trust Enhanced Short Maturity ETF shares in Q1 2021, an estimated $18K.
  • Capital Asset Advisory Services first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's First Trust Enhanced Short Maturity ETF position peaked at $18K in Q4 2020.
  • 276 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.