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HL Financial Services’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

HL Financial Services’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 		$5.1M Buy
85,018
+12,919
+18% +$775K 0.08% 156
2018
Q4 		$4.32M Sell
72,099
-6,685
-8% -$401K 0.08% 165
2018
Q3 		$4.73M Sell
78,784
-1,436
-2% -$86.2K 0.07% 165
2018
Q2 		$4.81M Buy
80,220
+1,161
+1% +$69.7K 0.08% 152
2018
Q1 		$4.74M Buy
79,059
+1,478
+2% +$88.7K 0.08% 152
2017
Q4 		$4.65M Buy
77,581
+11,612
+18% +$697K 0.09% 136
2017
Q3 		$3.96M Sell
65,969
-3,049
-4% -$183K 0.08% 167
2017
Q2 		$4.14M Buy
69,018
+607
+0.9% +$36.4K 0.08% 150
2017
Q1 		$4.1M Buy
68,411
+1,321
+2% +$79.2K 0.08% 140
2016
Q4 		$4.02M Sell
67,090
-2,655
-4% -$159K 0.09% 138
2016
Q3 		$4.18M Buy
69,745
+1,735
+3% +$104K 0.1% 136
2016
Q2 		$4.07M Buy
68,010
+2,376
+4% +$142K 0.1% 128
2016
Q1 		$3.93M Sell
65,634
-5,570
-8% -$334K 0.1% 123
2015
Q4 		$4.26M Buy
71,204
+2,116
+3% +$127K 0.11% 118
2015
Q3 		$4.14M Buy
69,088
+948
+1% +$56.8K 0.12% 112
2015
Q2 		$4.09M Buy
68,140
+1,279
+2% +$76.8K 0.11% 125
2015
Q1 		$4.01M Buy
+66,861
New +$4.01M 0.11% 122

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $933M AUM 28.32% 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 $18.2B AUM 22.02% 1-Year Est. Return

HL Financial Services's FTSM Position: Q1 2019 in Review

HL Financial Services increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 18% in Q1 2019, buying an estimated $775K and bringing the position to 85,018 shares worth $5.1M. The position accounts for 0.08% of the portfolio, ranked #156.

HL Financial Services first reported a position in FTSM in Q1 2015 and has held it in 17 quarters since. 210 funds tracked by Wall St. Rank hold FTSM as of Q1 2019.

  • HL Financial Services held 85,018 shares of First Trust Enhanced Short Maturity ETF worth $5.1M as of Q1 2019.
  • HL Financial Services bought 12,919 First Trust Enhanced Short Maturity ETF shares in Q1 2019, an estimated $775K.
  • First Trust Enhanced Short Maturity ETF made up 0.08% of HL Financial Services's portfolio in Q1 2019, its #156 holding.
  • HL Financial Services first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2015 and has held it in 17 quarters since.
  • 210 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.