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Claraphi Advisory Network’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Claraphi Advisory Network’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
2020
Q2 		– Sell
-1,408
Closed -$83K – 608
2020
Q1 		$83K Buy
+1,408
New +$84.3K 0.04% 373

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Claraphi Advisory Network's FTSM Position: Q2 2020 in Review

Claraphi Advisory Network sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2020, closing a stake of 1,408 shares — an estimated $83K sold.

Claraphi Advisory Network first reported a position in FTSM in Q1 2020 and held it in 1 quarter. The position peaked at $83K in Q1 2020. 247 funds tracked by Wall St. Rank hold FTSM as of Q2 2020.

  • Claraphi Advisory Network reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 1,408 First Trust Enhanced Short Maturity ETF shares in Q2 2020, an estimated $83K.
  • Claraphi Advisory Network first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's First Trust Enhanced Short Maturity ETF position peaked at $83K in Q1 2020.
  • 247 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.