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Cedar Brook Financial Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-6,664
Closed -$400K – 304
2019
Q1 		$400K Buy
+6,664
New +$400K 0.19% 161

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UBS Group
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Royal Bank of Canada
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
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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
UCFA
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Cedar Brook Financial Partners's FTSM Position: Q2 2019 in Review

Cedar Brook Financial Partners sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2019, closing a stake of 6,664 shares — an estimated $400K sold.

Cedar Brook Financial Partners first reported a position in FTSM in Q1 2019 and held it in 1 quarter. The position peaked at $400K in Q1 2019. 211 funds tracked by Wall St. Rank hold FTSM as of Q2 2019.

  • Cedar Brook Financial Partners reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2019 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 6,664 First Trust Enhanced Short Maturity ETF shares in Q2 2019, an estimated $400K.
  • Cedar Brook Financial Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2019 and held it in 1 quarter.
  • Cedar Brook Financial Partners's First Trust Enhanced Short Maturity ETF position peaked at $400K in Q1 2019.
  • 211 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2019.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2019, filed 6 Aug 2019.