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Hochman Cole Investment Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Hochman Cole Investment Advisors’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
2021
Q3 		$2.92M Sell
48,743
-10,947
-18% -$656K 1.14% 23
2021
Q2 		$3.58M Sell
59,690
-13,161
-18% -$789K 1.43% 22
2021
Q1 		$4.37M Sell
72,851
-16,822
-19% -$1.01M 1.83% 15
2020
Q4 		$5.38M Buy
89,673
+12,086
+16% +$726K 2.32% 13
2020
Q3 		$4.66M Buy
77,587
+8,150
+12% +$490K 2.29% 12
2020
Q2 		$4.17M Buy
69,437
+48,844
+237% +$2.92M 2.3% 11
2020
Q1 		$1.22M Sell
20,593
-2,745
-12% -$164K 0.83% 30
2019
Q4 		$1.4M Sell
23,338
-2,228
-9% -$134K 0.76% 30
2019
Q3 		$1.54M Sell
25,566
-21
-0.1% -$1.26K 0.96% 27
2019
Q2 		$1.54M Sell
25,587
-416
-2% -$25K 0.92% 29
2019
Q1 		$1.56M Sell
26,003
-916
-3% -$54.9K 0.93% 28
2018
Q4 		$1.61M Buy
26,919
+4,422
+20% +$265K 1.11% 27
2018
Q3 		$1.35M Buy
22,497
+500
+2% +$30K 0.84% 29
2018
Q2 		$1.32M Sell
21,997
-3,466
-14% -$208K 0.87% 30
2018
Q1 		$1.53M Sell
25,463
-1,067
-4% -$64K 1.07% 28
2017
Q4 		$1.59M Buy
26,530
+6,115
+30% +$367K 1% 29
2017
Q3 		$1.23M Buy
20,415
+3,037
+17% +$182K 0.8% 37
2017
Q2 		$1.04M Buy
17,378
+5,407
+45% +$324K 0.72% 36
2017
Q1 		$718K Buy
+11,971
New +$718K 0.52% 44

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Hochman Cole Investment Advisors's FTSM Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 18% in Q3 2021, selling an estimated $656K and leaving 48,743 shares worth $2.92M. The position accounts for 1.14% of the portfolio, ranked #23.

Hochman Cole Investment Advisors first reported a position in FTSM in Q1 2017 and has held it in 19 quarters since. The position peaked at $5.38M in Q4 2020. 262 funds tracked by Wall St. Rank hold FTSM as of Q3 2021.

  • Hochman Cole Investment Advisors held 48,743 shares of First Trust Enhanced Short Maturity ETF worth $2.92M as of Q3 2021.
  • Hochman Cole Investment Advisors sold 10,947 First Trust Enhanced Short Maturity ETF shares in Q3 2021, an estimated $656K.
  • First Trust Enhanced Short Maturity ETF made up 1.14% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #23 holding.
  • Hochman Cole Investment Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2017 and has held it in 19 quarters since.
  • Hochman Cole Investment Advisors's First Trust Enhanced Short Maturity ETF position peaked at $5.38M in Q4 2020.
  • 262 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.