ECG
FTSM icon

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

Edge Capital Group’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
Q4 		– Sell
-9,182
Closed -$551K – 274
2020
Q3 		$551K Buy
+9,182
New +$552K 0.06% 149

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Edge Capital Group's FTSM Position: Q4 2020 in Review

Edge Capital Group sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2020, closing a stake of 9,182 shares — an estimated $551K sold.

Edge Capital Group first reported a position in FTSM in Q3 2020 and held it in 1 quarter. The position peaked at $551K in Q3 2020. 284 funds tracked by Wall St. Rank hold FTSM as of Q4 2020.

  • Edge Capital Group reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2020 after selling out during the quarter.
  • Edge Capital Group sold 9,182 First Trust Enhanced Short Maturity ETF shares in Q4 2020, an estimated $551K.
  • Edge Capital Group first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2020 and held it in 1 quarter.
  • Edge Capital Group's First Trust Enhanced Short Maturity ETF position peaked at $551K in Q3 2020.
  • 284 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2020.

Based on Edge Capital Group's 13F filing for Q4 2020, filed 16 Feb 2021.