Global Financial Private Capital’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Global Financial Private Capital’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 Q1	–	Sell	-12,938	Closed	-$774K	–	377
2018 Q4	$774K	Buy	12,938 +3,343	+35%	+$200K	0.04%	223
2018 Q3	$576K	Buy	9,595 +4,985	+108%	+$299K	0.02%	363
2018 Q2	$277K	Buy	+4,610	New	+$277K	0.01%	462

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return

RJFSA

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Global Financial Private Capital's FTSM Position: Q1 2019 in Review

Global Financial Private Capital sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2019, closing a stake of 12,938 shares — an estimated $774K sold.

Global Financial Private Capital first reported a position in FTSM in Q2 2018 and held it in 3 quarters. The position peaked at $774K in Q4 2018. 210 funds tracked by Wall St. Rank hold FTSM as of Q1 2019.

Global Financial Private Capital reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2019 after selling out during the quarter.
Global Financial Private Capital sold 12,938 First Trust Enhanced Short Maturity ETF shares in Q1 2019, an estimated $774K.
Global Financial Private Capital first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2018 and held it in 3 quarters.
Global Financial Private Capital's First Trust Enhanced Short Maturity ETF position peaked at $774K in Q4 2018.
210 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2019.

Based on Global Financial Private Capital's 13F filing for Q1 2019, filed 10 May 2019.