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Independent Portfolio Consultants’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$48K Buy
+805
New +$48.3K 0.02% 519
2016
Q2 		– Sell
-270
Closed -$16K – 738
2016
Q1 		$16K Buy
+270
New +$16.2K ﹤0.01% 685

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
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
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Independent Portfolio Consultants's FTSM Position: Q2 2017 in Review

Independent Portfolio Consultants opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2017: 805 shares worth $48K. The stake represents 0.02% of the portfolio and ranks #519 among its holdings. This is a return to the name: Independent Portfolio Consultants previously reported a position in FTSM as recently as Q1 2016.

Independent Portfolio Consultants first reported a position in FTSM in Q1 2016 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold FTSM as of Q2 2017.

  • Independent Portfolio Consultants held 805 shares of First Trust Enhanced Short Maturity ETF worth $48K as of Q2 2017.
  • First Trust Enhanced Short Maturity ETF was a new Independent Portfolio Consultants position in Q2 2017.
  • First Trust Enhanced Short Maturity ETF made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #519 holding.
  • Independent Portfolio Consultants first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2016 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.