RDA Financial Network’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

RDA Financial Network’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 Q2	–	Sell	-15,695	Closed	-$926K	–	223
2020 Q1	$926K	Buy	15,695 +11,431	+268%	+$684K	0.56%	52
2019 Q4	$257K	Sell	4,264 -241	-5%	-$14.5K	0.1%	199
2019 Q3	$271K	Sell	4,505 -1,769	-28%	-$106K	0.12%	183
2019 Q2	$377K	Hold	6,274	–	–	0.17%	139
2019 Q1	$377K	Buy	+6,274	New	+$376K	0.18%	136

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

Jane Street New York $777B AUM 61.18% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

RDA Financial Network's FTSM Position: Q2 2020 in Review

RDA Financial Network sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2020, closing a stake of 15,695 shares — an estimated $926K sold.

RDA Financial Network first reported a position in FTSM in Q1 2019 and held it in 5 quarters. The position peaked at $926K in Q1 2020. 247 funds tracked by Wall St. Rank hold FTSM as of Q2 2020.

RDA Financial Network reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2020 after selling out during the quarter.
RDA Financial Network sold 15,695 First Trust Enhanced Short Maturity ETF shares in Q2 2020, an estimated $926K.
RDA Financial Network first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2019 and held it in 5 quarters.
RDA Financial Network's First Trust Enhanced Short Maturity ETF position peaked at $926K in Q1 2020.
247 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2020.

Based on RDA Financial Network's 13F filing for Q2 2020, filed 14 Jul 2020.