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

MBE 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 Q2	–	Sell	-107	Closed	-$6K	–	220
2020 Q1	$6K	Buy	+107	New	+$6.41K	0.01%	353

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

MBE Wealth Management's FTSM Position: Q2 2020 in Review

MBE Wealth Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2020, closing a stake of 107 shares — an estimated $6K sold.

MBE Wealth Management first reported a position in FTSM in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 247 funds tracked by Wall St. Rank hold FTSM as of Q2 2020.

MBE Wealth Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 107 First Trust Enhanced Short Maturity ETF shares in Q2 2020, an estimated $6K.
MBE Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $6K in Q1 2020.
247 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.