EP
FTSM icon

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

Eudaimonia 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
-414
Closed -$25K – 812
2020
Q2 		$25K Buy
414
+1
+0.2% +$60 0.01% 666
2020
Q1 		$24K Sell
413
-398
-49% -$23.8K 0.01% 621
2019
Q4 		$49K Buy
+811
New +$48.8K 0.02% 496

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

Eudaimonia Partners's FTSM Position: Q3 2020 in Review

Eudaimonia Partners sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2020, closing a stake of 414 shares — an estimated $25K sold.

Eudaimonia Partners first reported a position in FTSM in Q4 2019 and held it in 3 quarters. The position peaked at $49K in Q4 2019. 253 funds tracked by Wall St. Rank hold FTSM as of Q3 2020.

  • Eudaimonia Partners reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2020 after selling out during the quarter.
  • Eudaimonia Partners sold 414 First Trust Enhanced Short Maturity ETF shares in Q3 2020, an estimated $25K.
  • Eudaimonia Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2019 and held it in 3 quarters.
  • Eudaimonia Partners's First Trust Enhanced Short Maturity ETF position peaked at $49K in Q4 2019.
  • 253 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2020.

Based on Eudaimonia Partners's 13F filing for Q3 2020, filed 16 Nov 2020.