LWM
FTSM icon

Liberty Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Liberty Wealth Management’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
2020
Q4 		– Sell
-275
Closed -$17K – 988
2020
Q3 		$17K Buy
+275
New +$16.5K 0.01% 425
2020
Q2 		– Sell
-1,230
Closed -$73K – 900
2020
Q1 		$73K Buy
+1,230
New +$73.6K 0.06% 172

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Liberty Wealth Management's FTSM Position: Q4 2020 in Review

Liberty Wealth Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2020, closing a stake of 275 shares — an estimated $17K sold.

Liberty Wealth Management first reported a position in FTSM in Q1 2020 and held it in 2 quarters. The position peaked at $73K in Q1 2020. 284 funds tracked by Wall St. Rank hold FTSM as of Q4 2020.

  • Liberty Wealth Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 275 First Trust Enhanced Short Maturity ETF shares in Q4 2020, an estimated $17K.
  • Liberty Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2020 and held it in 2 quarters.
  • Liberty Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $73K in Q1 2020.
  • 284 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2020.

Based on Liberty Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.