Fort Point Capital Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Fort Point Capital 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
2021 Q4	–	Sell	-8,300	Closed	-$498K	–	290
2021 Q3	$498K	Hold	8,300	–	–	0.07%	142
2021 Q2	$498K	Hold	8,300	–	–	0.09%	98
2021 Q1	$498K	Hold	8,300	–	–	0.11%	91
2020 Q4	$498K	Buy	+8,300	New	+$498K	0.11%	86

Other funds holding FTSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $18.2B AUM 22.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RJFSA

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

Fort Point Capital Partners's FTSM Position: Q4 2021 in Review

Fort Point Capital Partners sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2021, closing a stake of 8,300 shares — an estimated $498K sold.

Fort Point Capital Partners first reported a position in FTSM in Q4 2020 and held it in 4 quarters. The position peaked at $498K in Q3 2021. 283 funds tracked by Wall St. Rank hold FTSM as of Q4 2021.

Fort Point Capital Partners reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2021 after selling out during the quarter.
Fort Point Capital Partners sold 8,300 First Trust Enhanced Short Maturity ETF shares in Q4 2021, an estimated $498K.
Fort Point Capital Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2020 and held it in 4 quarters.
Fort Point Capital Partners's First Trust Enhanced Short Maturity ETF position peaked at $498K in Q3 2021.
283 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2021.

Based on Fort Point Capital Partners's 13F filing for Q4 2021, filed 14 Feb 2022.