Peterson Wealth Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Peterson Wealth Advisors’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	-93,369	Closed	-$5.59M	–	43
2018 Q4	$5.59M	Buy	93,369 +7,590	+9%	+$455K	4.43%	7
2018 Q3	$5.15M	Buy	85,779 +14,486	+20%	+$869K	3.76%	9
2018 Q2	$4.28M	Buy	+71,293	New	+$4.28M	3.47%	9

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 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

Peterson Wealth Advisors's FTSM Position: Q1 2019 in Review

Peterson Wealth Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2019, closing a stake of 93,369 shares — an estimated $5.59M sold.

Peterson Wealth Advisors first reported a position in FTSM in Q2 2018 and held it in 3 quarters. The position peaked at $5.59M in Q4 2018. 210 funds tracked by Wall St. Rank hold FTSM as of Q1 2019.

Peterson Wealth Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2019 after selling out during the quarter.
Peterson Wealth Advisors sold 93,369 First Trust Enhanced Short Maturity ETF shares in Q1 2019, an estimated $5.59M.
Peterson Wealth Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2018 and held it in 3 quarters.
Peterson Wealth Advisors's First Trust Enhanced Short Maturity ETF position peaked at $5.59M in Q4 2018.
210 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2019.

Based on Peterson Wealth Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.