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

Cedar Capital’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	-8,892	Closed	-$533K	–	163
2019 Q1	$533K	Sell	8,892 -8,630	-49%	-$518K	0.24%	111
2018 Q4	$1.05M	Buy	+17,522	New	+$1.05M	0.53%	46
2018 Q3	–	Sell	-14,211	Closed	-$853K	–	180
2018 Q2	$853K	Buy	+14,211	New	+$853K	0.38%	58
2016 Q3	–	Sell	-25,658	Closed	-$1.54M	–	97
2016 Q2	$1.54M	Sell	25,658 -12,818	-33%	-$768K	0.5%	32
2016 Q1	$2.3M	Sell	38,476 -53,829	-58%	-$3.22M	0.68%	28
2015 Q4	$5.52M	Buy	+92,305	New	+$5.53M	1.23%	14

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

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

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

Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return

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

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

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