Edmonds Duncan Registered Investment Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Edmonds Duncan Registered Investment Advisors’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 Q4	–	Sell	-3,566	Closed	-$214K	–	118
2019 Q3	$214K	Buy	3,566 +16	+0.5%	+$962	0.09%	100
2019 Q2	$213K	Buy	3,550 +41	+1%	+$2.46K	0.09%	103
2019 Q1	$210K	Buy	3,509 +70	+2%	+$4.2K	0.09%	107
2018 Q4	$206K	Buy	+3,439	New	+$206K	0.1%	107
2018 Q3	–	Sell	-5,334	Closed	-$320K	–	116
2018 Q2	$320K	Sell	5,334 -5,551	-51%	-$333K	0.14%	88
2018 Q1	$653K	Sell	10,885 -2,915	-21%	-$175K	0.29%	56
2017 Q4	$827K	Sell	13,800 -2,900	-17%	-$174K	0.37%	51
2017 Q3	$1M	Hold	16,700	–	–	0.47%	45
2017 Q2	$1M	Buy	+16,700	New	+$1M	0.58%	38

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 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UCFA

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

Edmonds Duncan Registered Investment Advisors's FTSM Position: Q4 2019 in Review

Edmonds Duncan Registered Investment Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2019, closing a stake of 3,566 shares — an estimated $214K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in FTSM in Q2 2017 and held it in 9 quarters. The position peaked at $1M in Q3 2017. 253 funds tracked by Wall St. Rank hold FTSM as of Q4 2019.

Edmonds Duncan Registered Investment Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2019 after selling out during the quarter.
Edmonds Duncan Registered Investment Advisors sold 3,566 First Trust Enhanced Short Maturity ETF shares in Q4 2019, an estimated $214K.
Edmonds Duncan Registered Investment Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2017 and held it in 9 quarters.
Edmonds Duncan Registered Investment Advisors's First Trust Enhanced Short Maturity ETF position peaked at $1M in Q3 2017.
253 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2019.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q4 2019, filed 30 Jan 2020.