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Engrave Wealth Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-3,059
Closed -$183K – 196
2020
Q2 		$183K Hold
3,059
– – 0.16% 54
2020
Q1 		$180K Buy
+3,059
New +$183K 0.21% 41

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Engrave Wealth Partners's FTSM Position: Q3 2020 in Review

Engrave Wealth Partners sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2020, closing a stake of 3,059 shares — an estimated $183K sold.

Engrave Wealth Partners first reported a position in FTSM in Q1 2020 and held it in 2 quarters. The position peaked at $183K in Q2 2020. 253 funds tracked by Wall St. Rank hold FTSM as of Q3 2020.

  • Engrave Wealth Partners reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 3,059 First Trust Enhanced Short Maturity ETF shares in Q3 2020, an estimated $183K.
  • Engrave Wealth Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2020 and held it in 2 quarters.
  • Engrave Wealth Partners's First Trust Enhanced Short Maturity ETF position peaked at $183K in Q2 2020.
  • 253 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.