Plotkin Financial Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Plotkin Financial 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
2020 Q4	–	Sell	-11,030	Closed	-$662K	–	72
2020 Q3	$662K	Hold	11,030	–	–	0.73%	31
2020 Q2	$662K	Hold	11,030	–	–	0.56%	33
2020 Q1	$651K	Sell	11,030 -21,644	-66%	-$1.3M	0.79%	28
2019 Q4	$1.96M	Buy	+32,674	New	+$1.96M	1.83%	18

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Plotkin Financial Advisors's FTSM Position: Q4 2020 in Review

Plotkin Financial Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2020, closing a stake of 11,030 shares — an estimated $662K sold.

Plotkin Financial Advisors first reported a position in FTSM in Q4 2019 and held it in 4 quarters. The position peaked at $1.96M in Q4 2019. 284 funds tracked by Wall St. Rank hold FTSM as of Q4 2020.

Plotkin Financial Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2020 after selling out during the quarter.
Plotkin Financial Advisors sold 11,030 First Trust Enhanced Short Maturity ETF shares in Q4 2020, an estimated $662K.
Plotkin Financial Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2019 and held it in 4 quarters.
Plotkin Financial Advisors's First Trust Enhanced Short Maturity ETF position peaked at $1.96M in Q4 2019.
284 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2020.

Based on Plotkin Financial Advisors's 13F filing for Q4 2020, filed 15 Nov 2024.