Mid Atlantic Financial Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$261K	Buy	+4,361	New	+$261K	0.02%	721
2021 Q1	–	Sell	-13,916	Closed	-$836K	–	875
2020 Q4	$836K	Buy	+13,916	New	+$836K	0.06%	266
2020 Q3	–	Sell	-31,605	Closed	-$1.9M	–	772
2020 Q2	$1.9M	Buy	31,605 +26,882	+569%	+$1.61M	0.18%	115
2020 Q1	$279K	Buy	+4,723	New	+$283K	0.03%	462
2019 Q3	–	Sell	-18,246	Closed	-$1.1M	–	729
2019 Q2	$1.1M	Buy	18,246 +467	+3%	+$28.1K	0.11%	173
2019 Q1	$1.07M	Buy	+17,779	New	+$1.07M	0.12%	170

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

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

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mid Atlantic Financial Management's FTSM Position: Q3 2021 in Review

Mid Atlantic Financial Management opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2021: 4,361 shares worth $261K. The stake represents 0.02% of the portfolio and ranks #721 among its holdings. This is a return to the name: Mid Atlantic Financial Management previously reported a position in FTSM as recently as Q4 2020.

Mid Atlantic Financial Management first reported a position in FTSM in Q1 2019 and has held it in 6 quarters since. The position peaked at $1.9M in Q2 2020. 262 funds tracked by Wall St. Rank hold FTSM as of Q3 2021.

Mid Atlantic Financial Management held 4,361 shares of First Trust Enhanced Short Maturity ETF worth $261K as of Q3 2021.
First Trust Enhanced Short Maturity ETF was a new Mid Atlantic Financial Management position in Q3 2021.
First Trust Enhanced Short Maturity ETF made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #721 holding.
Mid Atlantic Financial Management first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2019 and has held it in 6 quarters since.
Mid Atlantic Financial Management's First Trust Enhanced Short Maturity ETF position peaked at $1.9M in Q2 2020.
262 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.