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

Planning Solutions 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
2019
Q2 		$325K Buy
5,416
+760
+16% +$45.7K 0.17% 99
2019
Q1 		$279K Buy
+4,656
New +$279K 0.15% 103

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
PA
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
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

Planning Solutions Group's FTSM Position: Q2 2019 in Review

Planning Solutions Group increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 16% in Q2 2019, buying an estimated $45.7K and bringing the position to 5,416 shares worth $325K. The position accounts for 0.17% of the portfolio, ranked #99.

Planning Solutions Group first reported a position in FTSM in Q1 2019 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold FTSM as of Q2 2019.

  • Planning Solutions Group held 5,416 shares of First Trust Enhanced Short Maturity ETF worth $325K as of Q2 2019.
  • Planning Solutions Group bought 760 First Trust Enhanced Short Maturity ETF shares in Q2 2019, an estimated $45.7K.
  • First Trust Enhanced Short Maturity ETF made up 0.17% of Planning Solutions Group's portfolio in Q2 2019, its #99 holding.
  • Planning Solutions Group first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2019 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.