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Pasadena Private Wealth’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Pasadena Private Wealth’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
Q1 		– Sell
-30,933
Closed -$1.85M – 47
2018
Q4 		$1.85M Buy
+30,933
New +$1.85M 2.47% 8

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $933M AUM 28.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Pasadena Private Wealth's FTSM Position: Q1 2019 in Review

Pasadena Private Wealth sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2019, closing a stake of 30,933 shares — an estimated $1.85M sold.

Pasadena Private Wealth first reported a position in FTSM in Q4 2018 and held it in 1 quarter. The position peaked at $1.85M in Q4 2018. 210 funds tracked by Wall St. Rank hold FTSM as of Q1 2019.

  • Pasadena Private Wealth reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2019 after selling out during the quarter.
  • Pasadena Private Wealth sold 30,933 First Trust Enhanced Short Maturity ETF shares in Q1 2019, an estimated $1.85M.
  • Pasadena Private Wealth first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2018 and held it in 1 quarter.
  • Pasadena Private Wealth's First Trust Enhanced Short Maturity ETF position peaked at $1.85M in Q4 2018.
  • 210 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2019.

Based on Pasadena Private Wealth's 13F filing for Q1 2019, filed 10 May 2019.