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Heritage Trust’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Heritage Trust’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
2018
Q1 		– Sell
-140
Closed -$8K – 394
2017
Q4 		$8K Buy
+140
New +$8.4K ﹤0.01% 296

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Heritage Trust's FTSM Position: Q1 2018 in Review

Heritage Trust sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2018, closing a stake of 140 shares — an estimated $8K sold.

Heritage Trust first reported a position in FTSM in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 112 funds tracked by Wall St. Rank hold FTSM as of Q1 2018.

  • Heritage Trust reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2018 after selling out during the quarter.
  • Heritage Trust sold 140 First Trust Enhanced Short Maturity ETF shares in Q1 2018, an estimated $8K.
  • Heritage Trust first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2017 and held it in 1 quarter.
  • Heritage Trust's First Trust Enhanced Short Maturity ETF position peaked at $8K in Q4 2017.
  • 112 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2018.

Based on Heritage Trust's 13F filing for Q1 2018, filed 14 May 2018.