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Doyle Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Doyle Wealth Management’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
Q3 		– Sell
-195
Closed -$12K – 390
2019
Q2 		$12K Buy
+195
New +$11.7K ﹤0.01% 593
2019
Q1 		– Sell
-195
Closed -$12K – 375
2018
Q4 		$12K Buy
+195
New +$11.7K ﹤0.01% 592

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
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
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Doyle Wealth Management's FTSM Position: Q3 2019 in Review

Doyle Wealth Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2019, closing a stake of 195 shares — an estimated $12K sold.

Doyle Wealth Management first reported a position in FTSM in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q2 2019. 218 funds tracked by Wall St. Rank hold FTSM as of Q3 2019.

  • Doyle Wealth Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 195 First Trust Enhanced Short Maturity ETF shares in Q3 2019, an estimated $12K.
  • Doyle Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $12K in Q2 2019.
  • 218 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.