Financial Management Professionals’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Financial Management Professionals’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 Q1	–	Sell	-833	Closed	-$50K	–	322
2019 Q4	$50K	Hold	833	–	–	0.02%	100
2019 Q3	$50K	Sell	833 -211	-20%	-$12.7K	0.02%	98
2019 Q2	$63K	Hold	1,044	–	–	0.02%	86
2019 Q1	$63K	Hold	1,044	–	–	0.03%	83
2018 Q4	$62K	Buy	1,044 +211	+25%	+$12.7K	0.04%	70
2018 Q3	$50K	Hold	833	–	–	0.02%	90
2018 Q2	$50K	Buy	+833	New	+$50K	0.02%	92

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Financial Management Professionals's FTSM Position: Q1 2020 in Review

Financial Management Professionals sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2020, closing a stake of 833 shares — an estimated $50K sold.

Financial Management Professionals first reported a position in FTSM in Q2 2018 and held it in 7 quarters. The position peaked at $63K in Q2 2019. 237 funds tracked by Wall St. Rank hold FTSM as of Q1 2020.

Financial Management Professionals reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2020 after selling out during the quarter.
Financial Management Professionals sold 833 First Trust Enhanced Short Maturity ETF shares in Q1 2020, an estimated $50K.
Financial Management Professionals first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2018 and held it in 7 quarters.
Financial Management Professionals's First Trust Enhanced Short Maturity ETF position peaked at $63K in Q2 2019.
237 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2020.

Based on Financial Management Professionals's 13F filing for Q1 2020, filed 24 Apr 2020.