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North Star Investment Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

North Star Investment 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
2019
Q4 		– Sell
-105
Closed -$6K – 1060
2019
Q3 		$6K Buy
+105
New +$6.31K ﹤0.01% 890

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

North Star Investment Management's FTSM Position: Q4 2019 in Review

North Star Investment Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2019, closing a stake of 105 shares — an estimated $6K sold.

North Star Investment Management first reported a position in FTSM in Q3 2019 and held it in 1 quarter. The position peaked at $6K in Q3 2019. 253 funds tracked by Wall St. Rank hold FTSM as of Q4 2019.

  • North Star Investment Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2019 after selling out during the quarter.
  • North Star Investment Management sold 105 First Trust Enhanced Short Maturity ETF shares in Q4 2019, an estimated $6K.
  • North Star Investment Management first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2019 and held it in 1 quarter.
  • North Star Investment Management's First Trust Enhanced Short Maturity ETF position peaked at $6K in Q3 2019.
  • 253 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2019.

Based on North Star Investment Management's 13F filing for Q4 2019, filed 29 Jan 2020.