Capital Wealth Planning’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Capital Wealth Planning’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 Q4	–	Sell	-3,496	Closed	-$210K	–	211
2019 Q3	$210K	Hold	3,496	–	–	0.01%	237
2019 Q2	$210K	Hold	3,496	–	–	0.02%	227
2019 Q1	$210K	Hold	3,496	–	–	0.14%	60
2018 Q4	$209K	Hold	3,496	–	–	0.14%	63
2018 Q3	$210K	Buy	+3,496	New	+$210K	0.14%	60

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

UCFA

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

Capital Wealth Planning's FTSM Position: Q4 2019 in Review

Capital Wealth Planning sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2019, closing a stake of 3,496 shares — an estimated $210K sold.

Capital Wealth Planning first reported a position in FTSM in Q3 2018 and held it in 5 quarters. The position peaked at $210K in Q3 2019. 253 funds tracked by Wall St. Rank hold FTSM as of Q4 2019.

Capital Wealth Planning reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2019 after selling out during the quarter.
Capital Wealth Planning sold 3,496 First Trust Enhanced Short Maturity ETF shares in Q4 2019, an estimated $210K.
Capital Wealth Planning first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2018 and held it in 5 quarters.
Capital Wealth Planning's First Trust Enhanced Short Maturity ETF position peaked at $210K in Q3 2019.
253 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2019.

Based on Capital Wealth Planning's 13F filing for Q4 2019, filed 26 Feb 2020.