FDx Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

FDx 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 Q3	–	Sell	-4,804	Closed	-$288K	–	687
2019 Q2	$288K	Sell	4,804 -9,169	-66%	-$551K	0.01%	647
2019 Q1	$838K	Buy	+13,973	New	+$838K	0.03%	343
2018 Q3	–	Sell	-31,109	Closed	-$1.87M	–	902
2018 Q2	$1.87M	Buy	+31,109	New	+$1.87M	0.07%	237
2017 Q2	–	Sell	-7,414	Closed	-$445K	–	1203
2017 Q1	$445K	Buy	+7,414	New	+$445K	0.01%	813
2015 Q3	–	Sell	-10,355	Closed	-$621K	–	782
2015 Q2	$621K	Sell	10,355 -3,945	-28%	-$237K	0.03%	502
2015 Q1	$860K	Buy	+14,300	New	+$858K	0.02%	668

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

FDx Advisors's FTSM Position: Q3 2019 in Review

FDx Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2019, closing a stake of 4,804 shares — an estimated $288K sold.

FDx Advisors first reported a position in FTSM in Q1 2015 and held it in 6 quarters. The position peaked at $1.87M in Q2 2018. 218 funds tracked by Wall St. Rank hold FTSM as of Q3 2019.

FDx Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2019 after selling out during the quarter.
FDx Advisors sold 4,804 First Trust Enhanced Short Maturity ETF shares in Q3 2019, an estimated $288K.
FDx Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2015 and held it in 6 quarters.
FDx Advisors's First Trust Enhanced Short Maturity ETF position peaked at $1.87M in Q2 2018.
218 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2019.

Based on FDx Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.