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

Ironwood Financial’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 Q4	–	Sell	-275	Closed	-$16K	–	271
2021 Q3	$16K	Hold	275	–	–	﹤0.01%	302
2021 Q2	$16K	Hold	275	–	–	﹤0.01%	299
2021 Q1	$16K	Hold	275	–	–	0.01%	291
2020 Q4	$17K	Sell	275 -200	-42%	-$12K	0.01%	271
2020 Q3	$29K	Buy	+475	New	+$28.5K	0.01%	153

Other funds holding FTSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $18.2B AUM 22.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ironwood Financial's FTSM Position: Q4 2021 in Review

Ironwood Financial sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2021, closing a stake of 275 shares — an estimated $16K sold.

Ironwood Financial first reported a position in FTSM in Q3 2020 and held it in 5 quarters. The position peaked at $29K in Q3 2020. 283 funds tracked by Wall St. Rank hold FTSM as of Q4 2021.

Ironwood Financial reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 275 First Trust Enhanced Short Maturity ETF shares in Q4 2021, an estimated $16K.
Ironwood Financial first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2020 and held it in 5 quarters.
Ironwood Financial's First Trust Enhanced Short Maturity ETF position peaked at $29K in Q3 2020.
283 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.