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Patten Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Patten Group’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 		– Sell
-3,695
Closed -$221K – 258
2021
Q2 		$221K Sell
3,695
-765
-17% -$45.9K 0.06% 245
2021
Q1 		$267K Sell
4,460
-806
-15% -$48.4K 0.09% 215
2020
Q4 		$316K Sell
5,266
-264
-5% -$15.9K 0.09% 190
2020
Q3 		$332K Buy
5,530
+1,535
+38% +$92.2K 0.13% 164
2020
Q2 		$240K Buy
+3,995
New +$239K 0.1% 184

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Patten Group's FTSM Position: Q3 2021 in Review

Patten Group sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2021, closing a stake of 3,695 shares — an estimated $221K sold.

Patten Group first reported a position in FTSM in Q2 2020 and held it in 5 quarters. The position peaked at $332K in Q3 2020. 262 funds tracked by Wall St. Rank hold FTSM as of Q3 2021.

  • Patten Group reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2021 after selling out during the quarter.
  • Patten Group sold 3,695 First Trust Enhanced Short Maturity ETF shares in Q3 2021, an estimated $221K.
  • Patten Group first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2020 and held it in 5 quarters.
  • Patten Group's First Trust Enhanced Short Maturity ETF position peaked at $332K in Q3 2020.
  • 262 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2021.

Based on Patten Group's 13F filing for Q3 2021, filed 15 Nov 2021.