Gyroscope Capital Management Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Gyroscope Capital Management Group’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 Q3	–	Sell	-11,801	Closed	-$708K	–	119
2020 Q2	$708K	Sell	11,801 -2,624	-18%	-$157K	0.32%	63
2020 Q1	$851K	Sell	14,425 -268	-2%	-$16K	0.4%	50
2019 Q4	$883K	Buy	14,693 +1,577	+12%	+$94.8K	0.32%	62
2019 Q3	$789K	Buy	+13,116	New	+$788K	0.31%	57

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

UCFA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gyroscope Capital Management Group's FTSM Position: Q3 2020 in Review

Gyroscope Capital Management Group sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2020, closing a stake of 11,801 shares — an estimated $708K sold.

Gyroscope Capital Management Group first reported a position in FTSM in Q3 2019 and held it in 4 quarters. The position peaked at $883K in Q4 2019. 253 funds tracked by Wall St. Rank hold FTSM as of Q3 2020.

Gyroscope Capital Management Group reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2020 after selling out during the quarter.
Gyroscope Capital Management Group sold 11,801 First Trust Enhanced Short Maturity ETF shares in Q3 2020, an estimated $708K.
Gyroscope Capital Management Group first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2019 and held it in 4 quarters.
Gyroscope Capital Management Group's First Trust Enhanced Short Maturity ETF position peaked at $883K in Q4 2019.
253 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2020.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2020, filed 14 Oct 2020.