Carroll Financial Associates’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Carroll Financial Associates’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 Q4	–	Sell	-126	Closed	-$7K	–	1730
2021 Q3	$7K	Hold	126	–	–	﹤0.01%	1314
2021 Q2	$7K	Hold	126	–	–	﹤0.01%	1369
2021 Q1	$7K	Hold	126	–	–	﹤0.01%	1299
2020 Q4	$7K	Hold	126	–	–	﹤0.01%	1190
2020 Q3	$7K	Hold	126	–	–	﹤0.01%	1120
2020 Q2	$7K	Hold	126	–	–	﹤0.01%	1116
2020 Q1	$7K	Hold	126	–	–	﹤0.01%	1039
2019 Q4	$7K	Hold	126	–	–	﹤0.01%	1163
2019 Q3	$7K	Hold	126	–	–	﹤0.01%	1105
2019 Q2	$7K	Hold	126	–	–	﹤0.01%	1105
2019 Q1	$7K	Buy	+126	New	+$7.56K	﹤0.01%	1031

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UCFA

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RJFSA

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

Carroll Financial Associates's FTSM Position: Q4 2021 in Review

Carroll Financial Associates sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2021, closing a stake of 126 shares — an estimated $7K sold.

Carroll Financial Associates first reported a position in FTSM in Q1 2019 and held it in 11 quarters. The position peaked at $7K in Q3 2021. 284 funds tracked by Wall St. Rank hold FTSM as of Q4 2021.

Carroll Financial Associates reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2021 after selling out during the quarter.
Carroll Financial Associates sold 126 First Trust Enhanced Short Maturity ETF shares in Q4 2021, an estimated $7K.
Carroll Financial Associates first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2019 and held it in 11 quarters.
Carroll Financial Associates's First Trust Enhanced Short Maturity ETF position peaked at $7K in Q3 2021.
284 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.