FEM
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Fulcrum Equity Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Fulcrum Equity Management’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
Q4 		– Sell
-80
Closed -$5K – 134
2019
Q3 		$5K Buy
+80
New +$4.81K ﹤0.01% 153

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Fulcrum Equity Management's FTSM Position: Q4 2019 in Review

Fulcrum Equity Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2019, closing a stake of 80 shares — an estimated $5K sold.

Fulcrum Equity Management first reported a position in FTSM in Q3 2019 and held it in 1 quarter. The position peaked at $5K in Q3 2019. 253 funds tracked by Wall St. Rank hold FTSM as of Q4 2019.

  • Fulcrum Equity Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 80 First Trust Enhanced Short Maturity ETF shares in Q4 2019, an estimated $5K.
  • Fulcrum Equity Management first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2019 and held it in 1 quarter.
  • Fulcrum Equity Management's First Trust Enhanced Short Maturity ETF position peaked at $5K in Q3 2019.
  • 253 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.