Patriot Financial Group Insurance Agency’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Patriot Financial Group Insurance Agency’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
2018 Q4	–	Sell	-25	Closed	-$2K	–	1036
2018 Q3	$2K	Hold	25	–	–	﹤0.01%	856
2018 Q2	$1K	Sell	25 -321	-93%	-$19.3K	﹤0.01%	553
2018 Q1	$21K	Buy	+346	New	+$20.8K	0.02%	459
2017 Q3	–	Sell	-317	Closed	-$19K	–	927
2017 Q2	$19K	Hold	317	–	–	0.02%	395
2017 Q1	$19K	Buy	+317	New	+$19K	0.02%	362

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 $445B AUM 25.58% 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

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 $16.3B AUM 16.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FTSM Position: Q4 2018 in Review

Patriot Financial Group Insurance Agency sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2018, closing a stake of 25 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in FTSM in Q1 2017 and held it in 5 quarters. The position peaked at $21K in Q1 2018. 193 funds tracked by Wall St. Rank hold FTSM as of Q4 2018.

Patriot Financial Group Insurance Agency reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 25 First Trust Enhanced Short Maturity ETF shares in Q4 2018, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2017 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's First Trust Enhanced Short Maturity ETF position peaked at $21K in Q1 2018.
193 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2018, filed 4 Feb 2019.