Milestone Advisory Partners’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Milestone Advisory Partners’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	-3,732	Closed	-$224K	–	91
2021 Q3	$224K	Sell	3,732 -890	-19%	-$53.3K	0.13%	77
2021 Q2	$277K	Sell	4,622 -6,262	-58%	-$376K	0.15%	72
2021 Q1	$653K	Sell	10,884 -27,378	-72%	-$1.64M	0.35%	34
2020 Q4	$2.3M	Sell	38,262 -55,977	-59%	-$3.36M	1.31%	25
2020 Q3	$5.66M	Sell	94,239 -9,136	-9%	-$549K	3.52%	8
2020 Q2	$6.2M	Sell	103,375 -328,558	-76%	-$19.6M	3.65%	9
2020 Q1	$25.5M	Buy	431,933 +22,922	+6%	+$1.37M	17.7%	2
2019 Q4	$24.6M	Buy	409,011 +41,993	+11%	+$2.52M	12.91%	2
2019 Q3	$22M	Sell	367,018 -327,247	-47%	-$19.7M	12.42%	2
2019 Q2	$41.7M	Buy	694,265 +10,085	+1%	+$606K	25.37%	1
2019 Q1	$41M	Buy	684,180 +195,160	+40%	+$11.7M	26.48%	1
2018 Q4	$29.3M	Buy	+489,020	New	+$29.3M	25.32%	1
2018 Q1	–	Sell	-90,885	Closed	-$5.45M	–	53
2017 Q4	$5.45M	Buy	+90,885	New	+$5.46M	4.08%	8

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

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

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

RJFSA

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

Milestone Advisory Partners's FTSM Position: Q4 2021 in Review

Milestone Advisory Partners sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2021, closing a stake of 3,732 shares — an estimated $224K sold.

Milestone Advisory Partners first reported a position in FTSM in Q4 2017 and held it in 13 quarters. The position peaked at $41.7M in Q2 2019. 284 funds tracked by Wall St. Rank hold FTSM as of Q4 2021.

Milestone Advisory Partners reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2021 after selling out during the quarter.
Milestone Advisory Partners sold 3,732 First Trust Enhanced Short Maturity ETF shares in Q4 2021, an estimated $224K.
Milestone Advisory Partners first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2017 and held it in 13 quarters.
Milestone Advisory Partners's First Trust Enhanced Short Maturity ETF position peaked at $41.7M in Q2 2019.
284 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2021.

Based on Milestone Advisory Partners's 13F filing for Q4 2021, filed 4 Feb 2022.